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Your role

Are you obsessed with human-centered research and uncovering insights that drive meaning and show measurable impact? Do you want to use your superior research and design skills and boundless creativity, to help build innovative, user-friendly digital wealth management applications? Do you enjoy interfacing with important internal and external stakeholders to show how digital design enables meaningful and impactful client and advisor journeys? Are you able to leverage design thinking to drive innovative practices?

Reporting to the Practice Head of Design Operations and Strategy for Wealth Management Americas (WMA), this role is centered on using research to drive digital customer experiences. By leveraging customer research and UX research and mapping current journeys, we will utilize those insights to inform our strategic initiatives. Additionally, they will collaborate with internal experts to develop strategies and create comprehensive customer journey visualizations

• Conduct user research to gather valuable insights into customer needs and pain points, using methods such as interviews, surveys, and testing.
• Collaborate with cross-functional teams, including design, product, and engineering and analytics, to create cohesive and compelling experiences that resonate with users.
• Analyze user data and feedback to identify areas for improvement and measure the impact of implemented strategies, ensuring continuous enhancement of the user experience.
• Create user personas, journey maps, and service blueprints to guide design and development efforts, providing a clear vision of the user journey.
• Stay up-to-date with industry trends and best practices to continuously improve the user experience, incorporating the latest innovations and methodologies.
• Present findings and recommendations to stakeholders, ensuring alignment and buy-in for proposed strategies, and effectively communicating the value of user-centered design.
• Invest time in thorough user research to understand users’ needs, behaviors, and pain points, ensuring that strategies are user-centric and grounded in real-world insights.
• Embrace data-driven decision-making by utilizing data analytics to inform strategies and measure their effectiveness, creating more targeted and impactful experiences.
• Participate in workshops and present perspectives and insights to product teams to help inform them of opportunity areas and backlog prioritization

Conduct competitive research to stay abreast of best-in-class experiences both within and outside your industry, keeping pace with advances made by competitors.

• Develop and maintain detailed user journey maps to visualize and understand the user’s experience across different touchpoints, regularly updating these maps to reflect changes and improvements for a seamless and consistent user experience.

Detailed salary information:

• Weehawken: the salary range for this role is $85000 to $120000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You will be working within the Experience Design & Analytics team supporting the Wealth Management Americas organization. You will work closely with a multi-disciplinary team of strategists, researchers, experience designers and analytics specialists

Your expertise

• Ideally 3+ years of user research and digital strategy experience.
• Experience in wealth management and wealth management platforms, including client portals, advisor tools, planning tools, robo-advisors, etc a plus.
• Experience with user research and testing tools (e.g., Qualtrics, UserTesting/UserZoom, Maze).
• Experience using visual design, wireframing, and prototyping tools (e.g., Figma).
• Experience utilizing tools to manage work and collaboration (e.g., Jira, Gitlab, Miro, FigJam).
• A bachelor’s degree in a related field; a graduate degree will be considered an asset.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $85000 to $120000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UX Researcher – Experience, Design and Analytics (XDA) | UBS - Experienced professionals - job boards