At Wealthfront, we need to deeply understand the values, motivations, and goals of current and future clients to offer products and services that make their best possible futures more attainable. We are looking for a Senior Qualitative Researcher to provide consistent, detailed insights into the lives of current and future clients and the idiosyncrasies of financial decision making, enabling us to make Wealthfront iconic and beloved by our target audience.
Requirements
- You have deep knowledge and plenty of practical experience with qualitative research methods.
- You’re experienced in running end-to-end qualitative research projects that help define best practices, fill in the gaps in research knowledge, and drive initiatives forward.
- You can quickly design effective, appropriate research approaches within constraints.
- You are experienced in partnering with skilled quantitative researchers, and adept at combining qualitative and quantitative evidence to persuade.
- Qualitative research or lightweight survey skills
- A background in emotive Marketing or Product led Growth
- A passion for financial technology, financial planning, and investing.
Responsibilities
- Uncover ideal client experiences that signal a way forward as we evolve our brand positioning and expand our product and service offerings.
- Evaluate prospect and client facing experiences for the most effective language and visual design elements
- Work closely with Marketing, Product Marketing, and Creative Designers to evaluate marketing materials and develop perspectives on product positioning.
- Collaborate with Lifecycle Marketing to deepen our relationship with existing clients through a better understanding of their needs at key moments in their financial lives.
- Be a strategic partner with cross-functional teammates from design, product, marketing, data science, and engineering to identify, plan, and execute research.
- Lead a mix of research types, including exploratory projects to inspire new concepts, as well as evaluative projects that refine design concepts.
- Learn about financial technology, investing, research, design, and so much more!
Other
- 2-5 years of industry experience in qualitative research roles.
- You absolutely love working closely with design, marketing and product leads to design creative solutions to seemingly intractable problems.
- You are curious, a quick learner, and self-directed in pursuit of high quality outcomes.
- You’re able to communicate effectively and in a compelling way.
- You have a collaborative mindset, with experience working across disciplines and with multiple stakeholders.
