At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab Retirement Technologies (Schwab RT) is a SaaS business delivering technology that supports thousands of retirement plans nationwide. Our products include web and mobile experiences for plan participants, portals for employers and financial advisors, and enterprise software that powers recordkeeping and administration. Every experience we design helps people build financial confidence for the future.
As a Documentation & UX Specialist, you’ll play a key role in shaping how our clients experience and understand our products. You’ll bring clarity to complex topics, advocate for users, and help modernize how we create and deliver user assistance—while growing your own skills along the way.
You’ll join a collaborative and highly independent UX & Content team responsible for product design and documentation across Schwab RT’s web, mobile, and desktop applications. We partner closely with Product, Design, Engineering, and Client Service teams to craft experiences that are intuitive, trustworthy, and grounded in empathy for the people who use them.
In this role, you will:
Create and maintain product documentation such as user guides, release notes, and knowledge articlesWrite UX content for digital experiences, including page titles, system messages, and error statesHelp modernize how we deliver user assistance through video, emerging tools, and AI‑supported workflowsSupport the Product team with marketing collateral, presentation decks, and client communications as neededLearn and participate in the UX process—from research and ideation through design, testing, and validation
Base Responsibilities (first 6–12 months):
Create, update, and maintain software documentation and release communicationsBring legacy documentation up to date and close knowledge gapsHelp maintain our customer‑facing knowledge base and documentation librarySupport migration of internal resources to SharePointDesign and author content that builds clarity and trust throughout the user journeyParticipate in user research, design thinking sessions, and user flow diagrammingContribute to digital design system guidelines, components, and documentationAssist with usability and accessibility testingCollaborate with designers, product owners, and engineers in an Agile environment
Growth Opportunities (year 1+):
Explore and responsibly apply AI and emerging tools to improve documentation and UX workflowsHelp expand video‑based user assistance, from short‑form release updates to long‑form training contentSupport planning and migration to a modern documentation portal (structured content, analytics, AI‑assisted search, and role‑based access)Occasionally assist with wireframes, user flows, visual designs, and interactive prototypes
You’ll thrive in this role if you:
Learn quickly and stay curious when navigating new or complex informationEnjoy translating technical concepts into clear, approachable contentThink creatively, ask thoughtful questions, and dig deep when something doesn’t add upPay close attention to details—whether that’s copy, layout, or user flowApproach your work with empathy and advocate for the end userWork independently while building strong, collaborative relationshipsEmbrace feedback, iteration, and continuous improvementEnjoy variety and are comfortable wearing multiple hats What you haveRequired Qualifications:
Strong writing and editing skills with the ability to simplify complex ideasBachelor’s degree or equivalent experience in English, technical communication, content design, or a related fieldMinimum 3 years of experience in software documentation, technical writing, content strategy, UX design, or a related areaExperience collaborating with Design, Product, Engineering, and Client Service teamsProficiency with Microsoft 365 and Adobe AcrobatExperience working with knowledge bases or documentation portalsPreferred Qualifications:
Familiarity with UX principles, tools, and artifacts (e.g., user flows, wireframes, Figma)Basic understanding of accessibility standards and practices (WCAG, screen readers, ARIA)Experience in complex, technical, or highly regulated environmentsExperience using AI‑assisted tools in documentation or UX workflowsVideo creation experience (Adobe Premiere or similar tools)Exposure to API documentation or help‑authoring tools (e.g., Adobe RoboHelp)Experience designing PowerPoint presentations and client‑facing materialsFamiliarity with compliance workflows for marketing or communicationsExposure to financial concepts such as investing, accounting, or taxExperience managing content lifecycles (information architecture, versioning, reviews, and style guides)Foundational understanding of front‑end concepts (HTML/CSS, component‑based design), with no expectation of codingIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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 Application FAQsSoftware Powered by iCIMS
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