AssetMark · 4 days ago
Product and User Experience Researcher
Charlotte, NC
Full-time
Hybrid
Senior Level
$110K/yr - $132K/yr
5+ years expAssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. The Product and User Experience Researcher will own the user research program, collaborate with cross-functional teams, and design research studies to understand user behavior and needs.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Broad mixed-methods user research experience
Have worked on successful SaaS products, in addition to 0-1 product development
Focus on customer needs and goals, scenarios, tasks flows
Favor customer impact over perfect solutions
Have interest and experience in product and market research, in addition to design research
Own the user research program and operations
Work in partnership with Design, Product and Engineering leads to frame user problems, business opportunities
Design research studies that address user and customer behavior
Deeply understand our users, customers, products, market and business
Facilitate stakeholder and customer feedback sessions, 1:1 interviews and focus groups
Communicate insights and learnings to cross-functional partners and stakeholders
Mentor product managers, designers and engineers on how to collaborate in product discovery
Mature our processes and playbooks for research
Qualification
Required
Broad mixed-methods user research experience
Have worked on successful SaaS products, in addition to 0-1 product development
Focus on customer needs and goals, scenarios, tasks flows
Favor customer impact over perfect solutions
Have interest and experience in product and market research, in addition to design research
Own the user research program and operations
Work in partnership with Design, Product and Engineering leads to frame user problems, business opportunities
Design research studies that address user and customer behavior
Deeply understand our users, customers, products, market and business
Facilitate stakeholder and customer feedback sessions, 1:1 interviews and focus groups
Communicate insights and learnings to cross-functional partners and stakeholders
Mentor product managers, designers and engineers on how to collaborate in product discovery
Mature our processes and playbooks for research
5+ years applied research experience for software design
Educational background in human-computer interaction, computer science, psychology, anthropology or related field
Experience with both qualitative and quantitative User Research
Experience with a broad range of research tools and frameworks, including, but not limited to: UserTesting, Maze, Qualtrics, Design Sprints, Jobs to be Done, etc
Preferred
Interactive Prototyping or Design experience
Financial Services experience
R and/or Python
Benefits
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase