Product and User Experience Researcher

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management.

We operate in the wealth management space—an industry with deeply complex workflows that desperately needs great product experience design. You'll have the opportunity to learn from experienced leaders while contributing to products that make a real difference in the lives of financial advisors and their clients.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Responsibilities:

• Broad mixed-methods user research experience

• Have worked on successful SaaS products, in addition to 0-1 product development

• Focus on customer needs and goals, scenarios, tasks flows

• Favor customer impact over perfect solutions

• Have interest and experience in product and market research, in addition to design research

The Job/What You'll Do:

• Own the user research program and operations

• Work in partnership with Design, Product and Engineering leads to frame user problems, business opportunities

• Design research studies that address user and customer behavior

• Deeply understand our users, customers, products, market and business

• Facilitate stakeholder and customer feedback sessions, 1:1 interviews and focus groups

• Communicate insights and learnings to cross-functional partners and stakeholders

• Mentor product managers, designers and engineers on how to collaborate in product discovery

• Mature our processes and playbooks for research

Education & Experience:

• 5+ years applied research experience for software design

• Educational background in human-computer interaction, computer science, psychology, anthropology or related field.

• Experience with both qualitative and quantitative User Research

• Experience with a broad range of research tools and frameworks, including, but not limited to: UserTesting, Maze, Qualtrics, Design Sprints, Jobs to be Done, etc.

• Preferred: Interactive Prototyping or Design experience, Financial Services experience, R and/or Python

What We Offer:

• Direct, demonstrable impact to the business and customer

• Resources to tackle meaty problems and opportunities

Compensation: The Base Salary range for this position is between $110,000-$132,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.