Staff, User Experience Research Operations

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the team

At Wealthsimple, design is a competitive advantage and essential to achieving our mission of helping Canadians reach financial freedom. We are client obsessed - our empathy for our clients sets the bar really high for the products and experiences we create.

We are looking for a passionate and skilled research operations professional to join our design team. In this role, you will partner closely with designers, product managers, engineering and marketing to maintain a high-quality research process and support teams conducting research in order to shape the future of our offering and deliver a high-quality product to our clients.

About the Role

You will be responsible for enabling all teams to conduct user experience research, access client insights, and evolve our ongoing programs to keep the company close to clients.

You have experience turning qualitative and quantitative data into actionable insights and building programs and processes to make it easier for everyone at Wealthsimple to keep our clients at the heart of their decision-making.

In this role, you will:

• Optimize and scale the process of conducting user experience research with clients on a regular basis.
• Own the relationship with vendors, update and develop documentation on research process and best practices, scheduling processes, and compensating clients.
• Collaborate with design, product management, data science, marketing, and business stakeholders to understand, support, and execute on tactical and strategic research across multiple projects.
• Coach and mentor teams in research methodologies, analysis, and communication so teams feel empowered to conduct their own research, share their learnings, and collaborate across different teams to increase data-informed decision making.
• Maintain an Insights Library that is easily accessible by all employees and train teams on how to contribute and use it effectively.
• Learn about and advocate for diverse audiences, understanding their financial mindset and behaviours - across all phases of the client lifecycle and their financial product usage.

Skills we are looking for:

• 5+ years experience in research operations or user experience research
• Mixed methods research experience: proven ability to identify the right methods to conduct effective research to discover and develop strategic product opportunities and drive business outcomes
• Proficiency in research, design, and product analytic tools: Dovetail, Maze, Figma, Mixpanel etc.
• Ability to build relationships and influence others while also being able to roll-up your sleeves to do analysis, build processes, etc.
• Great analytical and prioritization skills. Knowing how to balance what needs to be done with what’s possible to do.
• Strong attention to detail to ensure accurate and reliable research practices