At a Glance
- Tasks: Lead impactful research to enhance client and advisor experiences in Wealth Services.
- Company: Join a global leader in financial services committed to innovation and inclusivity.
- Benefits: Flexible work-life support, paid volunteer days, and inclusive development opportunities.
- Other info: Be part of a dynamic team that values your contributions and fosters growth.
- Why this job: Shape the future of wealth management through evidence-driven insights and collaboration.
- Qualifications: Experience in user research, strong communication skills, and a passion for emerging technologies.
The predicted salary is between 60000 - 75000 £ per year.
We are building Experience Research as a strategic capability within the organisation and are looking for an experienced researcher to become the research lead for our Wealth Services business. You will help teams make better decisions by bringing a deep understanding of the needs of clients, advisors, and operations staff into product and business conversations. Working closely with cross-functional stakeholders, you will ensure important decisions are grounded in evidence rather than assumptions. You will be expected not only to answer questions but also to identify the questions that matter most. While most of your time will focus on Wealth Services, you will also help strengthen the foundations of the Experience Research practice through standards, governance, and scalable ways of working. This is a senior individual contributor role requiring strong research expertise, autonomy, and the ability to build credibility through insight, partnership, and delivery.
What you'll do:
- Lead end-to-end research across the wealth management lifecycle, including client acquisition, onboarding, financial planning, investment management, advisor interactions, retirement planning, and mid- to back-office operations.
- Develop a deep understanding of client, advisor, and operations staff experiences.
- Generate evidence and insight to inform product, service, and business decisions.
- Identify unmet needs, pain points, risks, and opportunities across customer and employee journeys.
- Translate findings into clear, actionable recommendations that improve trust, engagement, digital experiences, and business outcomes.
- Partner with product, design, engineering, and business stakeholders to shape priorities and challenge assumptions.
- Contribute to research standards, governance, and other foundational elements of the Experience Research practice.
- Champion ethical and responsible research practices appropriate for a regulated environment.
Impact you'll have:
- Research informs key product and business decisions across Wealth Services.
- Stakeholders engage research earlier when defining problems and opportunities.
- Teams develop a deeper understanding of client, advisor, and employee needs.
- Research findings lead to measurable improvements in experiences, products, services, or ways of working.
- Research standards and ways of working are adopted across teams and projects.
What we value:
- Curious and evidence-driven, motivated by influencing decisions and outcomes.
- Comfortable navigating ambiguity and leading research independently.
- Strong business awareness and sound judgement, balancing user needs, business goals, and organisational constraints.
- Pragmatic about where research creates value.
- Confident challenging assumptions with evidence.
- Excellent synthesis, storytelling, communication, and facilitation skills.
- Interest in emerging technologies, including Agentic AI and Generative AI, and their impact on user experiences within financial services.
Experience & preferred qualifications:
- Significant experience conducting user, customer, product, service, or experience research in complex organisations.
- Experience working within financial services or another regulated industry.
- Experience conducting research for complex financial, enterprise, or data-intensive applications is a plus.
Nice to have:
- Familiarity with research governance, ethics, compliance, and risk requirements.
- Exposure to service design, journey research, or experience strategy.
- Experience using AI-enabled research tools responsibly.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
Lead Experience Researcher, Wealth Services, Vice President in London employer: State Street
State Street is an exceptional employer, offering a dynamic work environment in the heart of the UK financial sector. With a strong commitment to employee development, inclusive culture, and flexible work-life balance, we empower our team members to thrive while contributing to meaningful governance initiatives. Join us to be part of a collaborative team that values your insights and fosters your professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Experience Researcher, Wealth Services, Vice President in London
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We think you need these skills to ace Lead Experience Researcher, Wealth Services, Vice President in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at State Street, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at State Street
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with State Street’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
