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Savvy Wealth
Savvy Wealth
9 open jobs
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Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators! We are seeking a Senior User Experience Researcher to join our product design team and lead comprehensive research initiatives that shape product development and user-centered design strategies. In this role, you will apply both generative and evaluative research methods to deeply understand user needs, behaviors, and motivations. You will collaborate with cross-functional teams including Product Managers, Designers, and Engineers to ensure the user’s voice is central to our product decisions.

Responsibilities

  • Lead and Conduct Research: Use a variety of research methods (both qualitative and quantitative) such as generative research (e.g., field studies, interviews, ethnography) to uncover new opportunities and evaluative research (e.g., usability testing, A/B testing, surveys) to assess product effectiveness.
  • Develop and Execute Research Plans: Collaborate with stakeholders to define research questions, scope, and objectives. Plan, design, and execute studies, leveraging methods like surveys, card sorting, and contextual inquiry.
  • Usability Testing: Conduct usability testing for prototypes and existing products to identify pain points and areas of improvement. Work closely with the design team to iterate on designs based on findings.
  • Persona Development: Create and maintain detailed user personas based on research findings to guide the design and product development process.
  • User Journey Mapping: Develop user journey maps and experience blueprints to illustrate the current and future state of user experiences, highlighting areas of friction and opportunities for enhancement.
  • Data Analysis & Synthesis: Analyze qualitative and quantitative data to identify patterns, trends, and insights. Present actionable insights in a clear and compelling way to various stakeholders.
  • Stakeholder Collaboration: Work closely with Product, Design, Engineering, and Marketing teams to ensure research findings are integrated into product roadmaps, design decisions, and overall strategy.

Qualifications

  • 7+ years of experience in UX research, with a strong focus on both generative and evaluative research methods.
  • Proven expertise in usability testing, surveys, persona development, and user journey mapping.
  • Strong knowledge of qualitative and quantitative research methods, data collection, and analysis tools (e.g., user interviews, surveys, data analytics platforms, usability testing platforms).
  • Experience working in a fast-paced Agile product development environment, collaborating with cross-functional teams.
  • Excellent communication skills with the ability to present complex research findings to stakeholders in a clear and compelling manner.
  • Proven track record of translating research insights into design recommendations and product strategies.
  • Bachelor’s or Master’s degree in Human-Computer Interaction (HCI), Psychology, Cognitive Science, or a related field.

Preferred Qualifications

  • Experience with tools such as Optimal Workshop, UserTesting, Qualtrics, or similar platforms.
  • Previous experience in a fast-paced, product-driven environment.
  • Familiarity with UX/UI design tools like Figma, Sketch, or Adobe XD.
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