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Aquent is partnering with a leading financial institution dedicated to innovation and enhancing user experiences across critical digital platforms. This is an exceptional opportunity to make a significant difference, bringing clarity to complex challenges and empowering the organization with user-centered intelligence. Your insights will directly influence product roadmaps, improve operational efficiency, and deliver tangible value to both end-users and business stakeholders, shaping the future of financial services. We are seeking a **Senior Researcher** to drive generative and exploratory research for complex, highly ambiguous, and strategic initiatives. This pivotal role requires an autonomous researcher who can operate with high confidence, take initiative, and bring clarity to ill-defined problems within a complex enterprise environment. You will lead research across two main domains: digitizing financial advice for clients, including personalized content and interactive tools, and streamlining workflows for financial advisors to boost operational efficiency. Rather than focusing on day-to-day evaluative testing, you will concentrate on high-impact generative research, strategic problem framing, and opportunity prioritization, working alongside a Staff Researcher while leading your own body of work. You will also partner with designers to guide them on usability testing and evaluative practices, fostering a research-inclusive culture. Key Responsibilities & Focus Areas Lead end-to-end qualitative and quantitative generative studies, bringing structure and clarity to complex, ambiguous business and user problems. Facilitate workshops and sessions with cross-functional teams to frame problem spaces, define opportunities, and prioritize product roadmaps. Build strong relationships and regularly present insights to senior stakeholders, including Senior Business Representatives, former advisors, Subject Matter Experts (financial planners who supervise advisors), Senior Product Directors, the Design Director, and external 3rd-party vendors. Synthesize complex user data and translate insights into persuasive, high-impact narratives that influence product and business strategy across diverse executive and technical audiences. Partner with product designers to guide them on evaluative research and usability testing best practices, fostering a research-inclusive culture without conducting routine usability studies yourself. Utilize internal enterprise-wide AI tools and explore emerging AI research methodologies to elevate research speed, synthesis, and workflow efficiency. Qualifications & Key Requirements Experience & Core Competencies 6–10 years of dedicated UX/Design Research experience (exceptional candidates under 6 years demonstrating advanced mastery and leadership will be considered). Demonstrated ability to lead independently, drive research initiatives forward proactively, and manage projects with strong organizational skills. Strong mastery of foundational, generative, and discovery methodologies, distinct from solely evaluative or usability testing. Proven track record of presenting to, managing, and collaborating with senior leadership, subject matter experts, and third-party vendors. An open, communicative approach—actively involving partners and soliciting peer feedback throughout the research lifecycle. Full proficiency in English (written and verbal). Nice-to-Have Skills Experience in financial services, wealth management, or adjacent regulated industries (e.g., insurance, government). Direct experience embedded within or partnering closely with digital product design teams. Experience coaching designers in research methodologies and best practices. Experience using AI tools or exploring AI-driven research methodologies. Familiarity with data visualization, experience metrics, and analytics tools. Tooling Experience with platforms like Maze, Alida, Mural, and Confluence. Note: Proficiency with design software is not required for this role. What Sets a Candidate Apart The ideal candidate who stands out will demonstrate: Strong business acumen: Ability to connect user insights directly to core business objectives, operational efficiency, and financial growth. Investment & financial knowledge: Familiarity with investment concepts, advice models, and financial planning workflows. Storytelling with impact: A portfolio that clearly shows how they involved partners in decision-making and turned complex insights into clear, strategic business directions. Confidence & leadership: The ability to challenge assumptions, ask tough questions, and push initiatives forward autonomously in a matrixed organization. About Aquent Talent Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive. Client Description Are you ready to join a distinguished financial institution that is committed to empowering clients and communities? Our client is a leading provider of banking and financial services, renowned for its customer-centric approach and innovative solutions. With a rich history of success and a strong focus on diversity and inclusion, our client is dedicated to building a better future for all. Join us in our mission to make a positive impact and drive meaningful change.

Ce que vous ferez

Lead end-to-end generative and exploratory research to solve complex business problems and influence product roadmaps for financial services. Partner with designers to guide evaluative research practices and present high-impact insights to senior executive stakeholders.

Exigences

Requires 6-10 years of dedicated UX research experience with a strong mastery of foundational and discovery methodologies. Candidates must demonstrate the ability to operate autonomously in a complex enterprise environment and possess strong communication skills for senior leadership collaboration.

Avantages

• Subsidized Health Insurance • Vision Insurance • Dental Insurance • Paid Sick Leave • Retirement Plan With Match • Free Online Training

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Generative Research
• Exploratory Research
• Qualitative Research
• Quantitative Research
• Strategic Problem Framing
• Stakeholder Management
• User-Centered Intelligence
• Usability Testing Guidance
• AI Research Methodologies
• Data Synthesis
• Storytelling
• Business Acumen
• Workshop Facilitation
• Opportunity Prioritization
• Financial Services Knowledge

Domaines d’emploi

• Science & Research
• Finance & Accounting
• Art & Design
• Technology
• Consulting