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
