User Experience Researcher

Job Title: UX Researcher

Location: Remote/NYC (and surrounding areas), Charlotte, San Antonio, DC, Irvine

Duration: 5 months+

Number of Positions: 2 roles

Description:

Remote role but must be on site only for the first week. Ideal locations for a candidate to reside are - NYC, DC, Charlotte, San Antonio, Irvine

UX Researcher

 (Accessibility experts who are familiar with native mobile apps. If they have experience with AI tools, even better.)

Responsibilities:

• Lead strategic design and execution of user-centered research and usability studies that provide actionable insights which influence design and development of associate, branch team and client systems, tools, applications and processes.
• Collaborating and supporting business areas and objectives that align to firm, division and department priorities and focus on client and user centricity.
• Designing and executing user research using qualitative and quantitative methods.
• Determining and recommending the most efficient and effective research approaches to solve for business needs and meet agreed-upon objectives, then guiding business areas through the appropriate UX process.
• Applying appropriate change management best practices and approach to build rapport, understand user needs, address resistance and reinforce key learnings or results.
• Identifying, influencing, supporting and partnering with multi-disciplinary teams, including other business areas, to execute UX projects.
• Working with and providing supporting documentation to others that influences product, system or application development and implementation to ensure creation of efficient, sustainable and successful results.

Problem Solving:

• Consolidate, analyze and interpret user-experience research data and apply critical thinking as to how it addresses the business objectives.
• Leverages knowledge, skills and experience to manage multiple priorities, resources and initiatives and looks for ways to align areas.
• Identifies when and how a problem should be escalated and proactively suggests solutions.

Decision Making:

• Makes decisions on research methods to solve complex technology questions.
• Informs the decision-making process by providing user feedback.
• Articulates and sets expectations for deliverables and outcomes of the project.
• Requires creativity, collaboration and negotiation skills in a matrix environment.
• Proficient in influencing others.

Span of Influence:

• Serves as a resource to all divisions in the firm. 
• Research is conducted with investors, clients, financial advisors, branch-office administrators (BOAs) and associates and is utilized by almost every area of the firm. 
• Makes recommendations on end-user facing technology that impacts millions of users.

Critical Competencies:

• Strategic Thinking
• Uses Seasoned Judgement
• Collaborates
• Communicates Openly
• Lead strategic design and execution of user-centered research and usability studies that provide actionable insights which influence design and development of colleague, branch team and client systems, tools, applications and processes.
• Collaborate and support business areas and objectives that align to firm, division and department priorities and focus on client and user centricity.
• Design and execute user research using qualitative and quantitative methods.
• Determine and recommend the most efficient and effective research approaches to solve for business needs and meet agreed-upon objectives, then guide business areas through the appropriate UX process.
• Build rapport, understand user needs, address resistance, and reinforce key learnings or results.
• Influence, support and partner with multi-disciplinary teams, including other business areas, to execute UX projects.
• Monitor UX project execution, including establishing and tracking UX project metrics and conducting evaluations.
• Mentor and assist the UX Researchers as it relates to similar UX project needs.
• Leverage data, analytics and insights to understand user behaviors/engagement and identify opportunities to improve digital experiences.
• In partnership with stakeholders and multi-disciplinary teams, assist with rollout of new products, features, and experiences to users.
• Take ownership for self-development, staying current with research techniques and tools in the field of UX.
• Work with and provide supporting documentation to others that influences product, system or application development and implement to ensure creation of efficient, sustainable and successful results.
• Assist leadership with strategic planning, resource allocation and guidance to UX associates.
• Integrate AI-driven research tools to streamline data collection and analysis.
• Lead synthesis of complex data into compelling narratives that influence product direction.
• Contribute to research repositories to support scalability and knowledge sharing.
• Champion ethical research practices and inclusive participant recruitment strategies.

Qualifications Required:

• 3+ years' experience in User Experience research or business analysis.
• Proficient in screening and recruiting participants.
• Proficient in both qualitative and quantitative user experience research methodologies.
• Proactively develops self in the field of current and emerging research and technology.
• Proficient in critical thinking, strategic thinking, process improvement, relationship-building and problem-solving abilities.
• Proficient in written and verbal communication.
• Able to research, analyze and consolidate data into trends and share with teams.
• Proficient in project management and organizational skills.
• Able to establish and maintain effective relationships across departments, business areas, and vendors.
• Responds well to direction, embraces feedback and change.
• Presents ideas, thoughts, arguments, and information persuasively. Seen as credible and trustworthy.

Best Regards,

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David Roy | #LI-DR1 Accounts Manager – US Staffing | Charter Global Inc. |