Simplifying Long Term Investing
Led an initiative to modernize the Schwab retirement journey through enrollment, rollover (transfer funds), and account overview redesign projects for two years.
Goals
Increasing client satisfaction and JD Power survey results
My Role
Led the cross-platform product design strategy and roadmap, and executed end-to-end app design deliverables.
Team
3 products, 1 B2B strategy, 5 designers, 3 Scrum teams, and 1 UX research
The Account Overview project drove both internal and external impact by tackling a set of complex challenges.
What started as a simple UI update quickly revealed deeper issues: scattered data, unclear priorities, and a system that couldn’t scale.
I led the redesign to address these root problems—restructuring the information, simplifying complex financial data, and aligning teams across product, design, and engineering. The result was a clearer, more trusted experience for users—and a stronger, more efficient foundation for the business.
