Lead Experience Researcher, Wealth Services, Vice President
Core
Lead end-to-end experience research for Wealth Services, informing product and business decisions through deep understanding of client, advisor, and operations staff needs.
Role type
Senior individual contributor experience research lead
Builds
Evidence and insights for product, service, and business decisions in wealth management
Domain
Financial services / Wealth management
Deliverable
Dashboards & analysis
Required skills
End-to-end research leadership, complex organization research, financial services domain knowledge, evidence synthesis, stakeholder partnership, ethical research practices
Preferred skills
Service design, journey research, experience strategy, AI-enabled research tools
Technologies
Agentic AI, Generative AI
Responsibilities
Lead end-to-end research across the wealth management lifecycle, develop deep understanding of client and staff experiences, generate evidence to inform decisions, identify unmet needs and risks, translate findings into actionable recommendations, partner with cross-functional stakeholders, contribute to research standards and governance
Seniority
Senior, hands-on IC with strategic influence
