The Role
Why we’re searching for a Staff User Researcher.
At Wealthfront, we’re on a mission to build a financial system that favors people, not institutions. Achieving this monumental mission requires us to deeply understand our current and future clients, as they save and invest with us. Financial technology involves some of the most complex research questions in our field, pertaining to areas like trust, motivation, and elaborate decision-making processes. This is why we’re looking for an incredible researcher to join us!
What do we offer you?
Research is at the heart of all Wealthfront’s client-facing initiatives—our product process centers continuous learning enabled by research. Researchers have the responsibility of being leaders within their areas, co-owners of the team’s strategy, roadmap and execution. We’re looking for a Staff User Researcher who craves this responsibility, who wants to use their research tool kit to achieve new levels of impact as an individual contributor and as a member of the cross-functional team responsible for investing products at Wealthfront.
As a Staff User Researcher at Wealthfront, you’ll immediately take on meaningful, client-facing research projects that will have a lasting impact on the product experience and our business. You’ll have end-to-end ownership of the research process, from designing studies to delivering insights, all while collaborating with other researchers and cross-functionally with best-in-class product managers, designers, content strategists and more. And, you’ll join a talented team of Wealthfront researchers working across all our products and services, ensuring you’ll have easy access to their accumulated knowledge and experience. Finally, you’ll be a member of both the Product and Design organizations, offering you a perspective on everything we create and insight into the most important decisions affecting business growth.
If you join us, you will:
- Lead impactful, meaningful end-to-end research projects, across Wealthfront’s products, and the entire client journey.
- Partner with cross-functional teammates from design, product, data science, marketing, and engineering to identify, plan, and execute tactical and foundational research.
- Represent our current and potential clients’ experiences by conveying insights in crisp, clear, and actionable ways.
- Help our team continuously identify and learn about current and potential opportunities to better serve our clients, inspire product strategy, and encourage design iteration.
- Experiment with innovative ways to shed new light on client experiences to help inform business decisions.
- Participate in all product team and design team activities, mentor team members, and champion the team’s work across Wealthfront.
- Learn about financial technology, investing, research, design, and so much more!
Relevant experience and mindset we’d like to see:
- You have a graduate degree in Anthropology, Behavioral Economics, Design, Human-Computer Interaction, Information Science, Psychology, Sociology, (or similar).
- 6+ years of industry experience in UX research roles.
- You are curious and a quick learner.
- You’re driven by a passion to build user-focused products that solve critical problems.
- You have deep knowledge and plenty of practical experience with qualitative and quantitative user research methods.
- You’re experienced in running complex, end-to-end research projects that help define best practices, fill in the gaps in research knowledge, and drive initiatives forward.
- You’re able to communicate effectively and in a compelling way.
- You’re able to quickly tailor and design effective, appropriate research approaches within constraints.
- You have a collaborative mindset, with experience working across disciplines and with multiple stakeholders.
- You’re self-directed towards excellent outcomes.
Bonus points:
- A passion for financial technology, financial planning, and investing.
- A desire to help develop excellence in UX research, push the team into new territories, and empower the entire organization to understand their users better than ever before.
Estimated annual salary range: $170,000 - $185,000 USD plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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The Company
What We Do
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?
