Client Experience Researcher, Specialist

The Vanguard GroupCharlotte, PA
Hybrid

About The Position

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Requirements

  • BA/BS degree in a related field or the equivalent combination of training and experience, with degree in HCI, Psychology, Sociology, Human Factors, Usability, Behavioral Science, or Information Science
  • 5+ years relevant research experience
  • Command a broad set of qualitative and user-centered design research methods (e.g., usability testing, client interviews, diary study, surveys)
  • Conversant in quantitative research methods
  • Ability to ask, as well as answer, meaningful and impactful questions
  • Compelling communication and presentation skills
  • Ability to facilitate group meetings and collaboration sessions
  • Comfortable working through ambiguity in a fast-paced agile environment

Nice To Haves

  • MA/MS/PhD a plus (or equivalent industry experience)
  • Experience in the financial industry or other highly regulated industries is a plus
  • Experience using project and/or product management tools (e.g. Jira and Confluence) is a plus
  • Proficiency with a wide range of user experience research software and tools (e.g., UserTesting.com, Medallia, Qualtrics) is a plus
  • Omnichannel research experience is a plus

Responsibilities

  • Recommend appropriate quantitative or qualitative approaches to gather necessary insights from clients or prospects.
  • Conduct research using a wide variety of qualitative and quantitative methods to identify user needs and gather user feedback.
  • Ensure research participants’ privacy and conduct sessions in a professional manner.
  • Collect data, analyze, summarize, and activate research results.
  • Represent the user and communicate research insights and recommendations in compelling and creative ways with team members and senior management.
  • Suggest strategies to gain buy-in from the business.
  • Negotiate adoption of critical recommendations.
  • Contribute actionable suggestions based on knowledge of target user base and usability best practices.
  • Work cross-functionally with behavioral scientists, software developers, designers, data scientists, and marketing.
  • Assist in building research quality and consistency practices.
  • Train and mentor junior staff in best practices of client experience research.
  • Provide guidance, training, and motivation.
  • Participate in special projects and performs other duties as assigned.
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