Job Description

Senior UX Designer – AI Transformation at Charles Schwab summary:

The Senior UX Designer on Schwab’s AI Strategy & Transformation team leads design efforts for AI-driven user experiences that enhance client engagement and business outcomes. They collaborate with cross-functional teams to create intuitive, accessible, and innovative interfaces while mentoring junior designers and adhering to human-centered design principles. This role focuses on advancing AI-powered solutions in the financial industry, shaping product strategy, and ensuring compliance with accessibility standards.

At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.

Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients.

As a Senior UX Designer on AI.x, you will play an essential role in advancing Schwab’s priorities by creating innovative and impactful user experiences for AI-driven solutions. This position offers the opportunity to help shape Schwab’s future with AI, to craft user-centered designs that serve millions of clients, and to grow your career in one of the most dynamic areas of technology today.

As a Senior UX Designer, you will envision, design, and iterate advanced interfaces and experiences that elevate client engagement and deliver business value. You will collaborate closely with architects, engineers, researchers, and business leaders to align design efforts with Schwab’s enterprise strategy. You will participate in mentoring and sharing knowledge with junior team members, helping to build strong design practices and foster a culture of continuous learning. You will contribute to solving complex UX challenges, supporting design standards, and driving experimentation from concept to application. Above all, you will bring curiosity, creativity, and expertise to help propel the next generation of AI-powered experiences at Schwab.

What you’ll do

• Design for specific users and experiences while keeping in mind the holistic client experience as our GenAI offerings grow to reach more customers
• Collaborate closely with product and cross-functional partners to translate business and customer needs into an intuitive, welcoming, and impactful user experience
• Brainstorm, whiteboard, and creatively problem solve with cross-functional partners to develop innovative solutions to the brand-new challenges that GenAI poses
• Champion the user and adapt our plans and priorities in kind, following human-centered design principles and responding to data-driven insights
• Work closely with partners to ensure ADA compliance as well as build with broad accessibility in mind
• Translate complex and fledgling ideas into understandable concepts that respect constraints and evolve with the business and user needs
• Participate in model validation to ensure we maintain a rigorous standard of user experience
• Collaborate with product partners to distill MVPs and iterative deliverables from long-term product visions while ensuring a coherent user experience at every step
• Partner with product and engineering to prioritize and set the strategy for the development roadmap

Required Qualifications

• At least 7 years of UX experience
• At least 5 years leading UX projects
• At least 3 years of experience working directly with engineers
• At least 3 years of experience working directly with leadership and decision-makers
• At least 3 years experience with ADA compliance
• BA/BS degree
• A portfolio demonstrating user empathy and innovative solutions
• Understanding of generative AI technology, architecture, and terminology
• Demonstrable experience using/building generative AI solutions

Preferred Qualifications

• Outstanding visual, verbal, and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
• Familiarity with financial services and the regulations that apply to the industry
• Strong business influence and storytelling
• Ability to distill strategy, analytics, and varied sets of input to drive decisions across stakeholder communities
• Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action
• Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each
• Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Keywords:

UX design, user experience, artificial intelligence, generative AI, financial services, cross-functional collaboration, accessibility, human-centered design, product strategy, mentoring

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