Staff User Researcher, Brokerage

About the role

An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

What You’ll Do

• Proactively and independently identifying high impact questions from a product or business perspective
• Answering those questions with a strong command of qualitative and quantitative methods, using the right methods at the right time and triangulating data
• Planning and leading research end to end, including strategic, foundational, iterative, and evaluative research
• Representing the voice of the customer throughout the product development process, working closely with PMs, designers, engineers, Data Science, and leadership
• Translating research into clear recommendations that influence product strategy, prioritization, and execution
• Communicating insights through compelling and memorable storytelling for research and non research audiences
• Connecting findings across Brokerage to build a broader, data driven understanding of current and potential customers
• Using AI enabled tools to increase the speed, reach, and impact of research
• Mentoring others and contributing to the development of research standards, methods, and practices

What You Bring

• 8+ years of qualitative, quantitative, product, or applied research experience, either in industry or through a combination of industry and academic research
• A strong command of qualitative and quantitative methods, with the judgment to select the right approach for the question
• A record of applying research to create meaningful product and business impact
• Ability to independently bring structure to complex and ambiguous problems
• Experience influencing senior stakeholders and cross functional teams
• Strong storytelling, organization, synthesis, and communication skills
• Comfort and willingness to use AI enabled tools and adapt as research workflows evolve
• Passion for investing and making finance accessible to all
• Strong work ethic and deep care for the research craft

Bonus points

• Master’s degree or PhD in Human Computer Interaction, Psychology, Behavioral Economics, Anthropology, Sociology, or a related field
• Subject matter expertise in advanced investing or trading, such as options, futures, margin, active trading, or sophisticated order types
• Experience with investing, brokerage products, fintech, or financial institutions
• Experience combining primary research with behavioral, transactional, or market data
• Experience developing AI enabled research workflows, tools, or automation
• Experience with internal mentorship and vendor management
• Experience partnering with Legal, Compliance, Risk, or other control functions
• Passion for working and learning in a fast growing company

What We Offer

• Challenging, high impact work that can become a force multiplier for your career
• Performance driven compensation, including bonus opportunities, equity ownership, and 401(k) matching
• Best in class benefits, including comprehensive health coverage for employees and dependents
• A lifestyle wallet that can be used for wellness, learning, development, and more
• Employer paid life and disability insurance, fertility benefits, and mental health support
• Time away to recharge, including company holidays, paid time off, sick time, and parental leave
• An exceptional office experience with catered meals, events, and comfortable workspaces

Base Pay Range

• Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC): $187,000—$220,000 USD
• Zone 2 (Denver, CO; Westlake, TX; Chicago, IL): $165,000—$194,000 USD
• Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL): $146,000—$172,000 USD