Senior Research Strategist – Field Discovery & Insights jobs in United States
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Ameriprise Financial Services, LLC · 1 month ago

Senior Research Strategist – Field Discovery & Insights

Ameriprise Financial Services is a diversified financial services leader with over $1.5 trillion in assets under management. The Senior Research Strategist will drive insights that shape advisor experiences and business outcomes through generative and formative research, while collaborating with cross-functional teams to ensure solutions are informed by validated insights.

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H1B Sponsor Likelynote

Responsibilities

Lead generative and formative research using interviews, workshops, design sprints, and other methods with internal experts and stakeholders, and technology end users in the field
Validate solution designs and facilitate stakeholder alignment
Develop current-state and point-of-arrival journey maps, service blueprints, and related people, process, and technology artifacts
Collaborate with business partners, product owners, architects, and UX designers to design research strategies that support capability and product strategic planning and roadmap prioritization
Collect, synthesize, and report qualitative and quantitative insights across the development lifecycle
Consolidate insights into actionable reports and integrate findings into Discovery artifacts
Support the software development lifecycle by addressing strategic research needs during design and agile development
Consult on measurement strategies to define experience-satisfaction metrics
Advocate for adoption principles during planning cycles. Support usability research as necessary
Ensure strategies, roadmaps, and requirements are grounded in and supported by validated research and insights
Share findings across all levels of the organization, from implementation teams to senior leadership
Identify and recommend new research opportunities across product and capability teams
Maintain strong business, channel, and product knowledge
Foster relationships with partners and stakeholders
Stay current on qualitative and quantitative research tools and techniques, and communicate their value to teams

Qualification

Qualitative researchQuantitative researchDesign-thinking methodologiesWorkshop facilitationJourney mappingStakeholder alignmentUser-flow documentationResearch toolsFinancial services experienceVerbal communicationWritten communicationCollaboration skillsProject management

Required

Bachelors degree or equivalent years of experience
7-10 years of relevant qualitative and quantitative research experience is required
5+ years of experience leading and facilitating workshops, 1:1 interviews, and group input sessions with internal and external stakeholders
Experience with design-thinking tools, exercises, frameworks, and methodologies
Professional experience focused on technology solutions such as applications, platforms, and other digital capabilities
Ability to think strategically, finding common themes in disparate bodies of data, and translating and applying them to variable bodies of work
Highly effective verbal and written communication skills; ability to effectively communicate and collaborate with varying levels of leadership
Demonstrated success working in a highly collaborative environment with strong ability to lead and influence
Experience creating and / or validating current-state and future-state artifacts such as journey maps, service blueprints, or other user-flow documentation

Preferred

Experience with the following research, design, and productivity tools and platforms preferred: Qualtrics, Marvin, Jira / Confluence, Figma / Figjam, PowerBI, Microsoft Office suite, including Copilot AI
Stakeholder input and alignment session facilitation
Self-directed and -supported project-planning / management skills
Experience in one or more of the following settings preferred: Financial services, healthcare, and / or other regulated or highly specialized domains
B2B, franchise, and / or multichannel distribution / go-to-market system
Agency or consulting environments

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase