The Goldman Sachs Group, Inc

Head of Experience Research, Wealth Management, New York City

The Goldman Sachs Group, Inc • $115K — $270K *
New York, NY 10025In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 10+ years in mixed-method user research, with leadership experience.
  • Proven success in building and scaling research teams.
  • University degree in User Experience, Human Factors, Psychology, or related fields; advanced degree preferred.
  • Expertise in mixed methodologies including usability testing and contextual inquiry.
  • Experience leveraging AI to boost research efficiency and accuracy.
  • Strong skills in research software (e.g., Pendo, UserTesting) and design tools (e.g., Figma).
  • Exceptional ability to synthesize insights for executive communication.

Responsibilities

  • Define the research strategy for Wealth Management, aligning it with business goals.
  • Build and mentor a high-performing team of researchers.
  • Craft and oversee execution of strategic research programs in financial services.
  • Establish research operations, governance, and knowledge management processes.
  • Track KPIs to measure the success and impact of research initiatives.
  • Lead diverse methodologies to gather comprehensive user insights and pain points.
  • Advocate for user needs through collaborative product development.

Benefits

  • Comprehensive health insurance options.
  • Retirement savings plan with company matching.
  • Generous paid time off and holiday schedule.
  • Opportunities for professional development and training.
  • Employee wellness programs and resources.
Full Job Description
Job Description

As we grow our multi-discipline team, we are seeking a research leader to head our Experience Research function for Wealth Management. In this role, you will partner with design, product, and business leaders to shape the strategic vision for Wealth Management, helping navigate large-scale digital transformation across the business. We are looking for a seasoned mixed-methods practitioner and people leader who can champion research at the highest levels of the organization, build and scale research programs, mentor research talent, and conduct and oversee studies that deliver high-impact insights on user needs, workflows, and usability.

Experience Research is responsible for understanding and communicating user needs and reframing them into actionable insights that product and design teams can use to improve our products and services. As Head of Experience Research, you will collaborate with design, product managers, and developers, as well as members of other teams across sales, trading, marketing, and legal, to bring exceptional user experiences to life. You will set the standard for research excellence, define the research roadmap, and serve as the primary voice of the customer in executive and C-suite conversations. As a team, we transform large-scale, complex problems into intuitive, simple, and impactful products.

Responsibilities

Strategic Research Leadership
  • Define and own the overarching research strategy and vision for Wealth Management, aligning research programs with business priorities and long-term product goals.
  • Build, lead, mentor, and grow a high-performing team of researchers, fostering a culture of curiosity, rigor, and user advocacy.
  • Responsible for crafting research strategy, scoping and conducting research, and delivering actionable insights for strategic research programs within financial services.
  • Partner with leadership to identify, define and track KPIs across all relevant programs to both track progress toward our collective goals and serve as the foundation for future planning and roadmap Development.
  • Establish and scale research operations including processes, tooling, participant recruitment, governance, and knowledge management to scale research efficiently and responsibly across the organization.
  • Define and track measures of research impact and quality, demonstrating the ROI of research to senior stakeholders.

Mixed-Methodology Formation & Execution
  • Lead and apply mixed methodologies including surveys, user interviews, usability testing, contextual inquiry, diary studies, and concept testing - to triangulate user needs and pain points and deliver well-rounded insights.
  • Leverage heuristics, Voice of the Customer (VoC), statistical analyses, and other insightful methods to triangulate user pain points.
  • Leverage AI and emerging tools throughout the research lifecycle - from study design and participant recruitment to transcription, qualitative synthesis, and insight generation - to dramatically increase research efficiency and scale.
  • Pioneer responsible adoption of AI-assisted analysis to accelerate time-to-insight while maintaining rigor, quality, and ethical standards across all research outputs.
  • Conduct competitive and comparative research and analysis to complement user research.
  • Manage your team's workload across multiple projects and teams simultaneously in a fast-paced, collaborative environment.

Cross Team Collaboration
  • Drive user-centric product teams, strategy, processes, and products.
  • Collaborate with designers, engineers, and product managers to balance the right process and methodologies with relevant business goals to ensure research delivers impactful results throughout the product lifecycle.
  • Partner with data science and analytics teams to integrate behavioral and attitudinal data into a holistic view of the customer.
  • Partner with stakeholders across sales, trading, marketing, and legal to bring exceptional, user-centered experiences to life.
  • Above all, be a passionate advocate for the user throughout the product development lifecycle.

Executive Communication
  • Communicate research findings, strategic recommendations, and the voice of the customer directly to executive and C-suite leadership, influencing high-stakes business and product decisions.
  • Present complex research insights in a clear, compelling, and concise manner tailored to senior executive audiences, translating data into strategic narratives that drive action.
  • Network with leaders across Wealth Management and the larger firm to identify opportunities for collaboration.


Basic Qualifications
  • A minimum of 10 years of relevant experience in mixed-method user research, including substantial experience in a leadership or management capacity, in the context of product management, interaction design, information architecture, and visual design for digital experiences.
  • Demonstrated experience building, scaling, and leading research teams and functions.
  • University Degree in a research or business-focused field (e.g., User Experience, Human Factors, Psychology, Anthropology, or related fields); advanced degree preferred.
  • Deep, proven expertise across mixed methodologies including surveys, user interviews, usability testing, contextual inquiry - spanning both qualitative (usability testing, contextual inquiry, ethnographic research) and quantitative (survey design, max-diff, multivariate, conjoint analysis) approaches.
  • Proven experience leveraging AI throughout the research lifecycle and product development process, including AI-assisted study design, synthesis, and insight generation, to increase efficiency, scale, and impact.
  • Experience across the full product development and evaluation process, from early discovery and concept validation through design, build, launch, and post-launch measurement.
  • Experience leveraging research software and tools (e.g., Pendo, UserTesting.com, Qualtrics, Wevo, dscout, and others).
  • Experience with design software including Figma and working closely with design to build and test prototypes.
  • Ability to connect research findings from multiple projects and sources and provide higher-order, strategic insights.
  • Ability to clearly and effectively synthesize findings into presentations that extract actionable recommendations, including experience leveraging frameworks like user journey mapping, personas, and affinity diagramming.
  • Exceptional executive communication and storytelling skills, with a proven track record of presenting to and influencing executive and C-suite stakeholders.
  • Experience planning and facilitating workshops (hypothesis, concepting, design-thinking, insights) with senior stakeholders to generate impactful research insights.
  • Self-motivated, self-managed self-starter with a high degree of analytical ability and intellectual curiosity, able to ascertain what the team needs and add value with little outside direction.
  • Entrepreneurial drive and a desire to work in a commercially focused, fast-paced environment.


Preferred Qualifications
  • Relevant work experience in a large financial institution, especially within Wealth and Asset Management.
  • Familiarity with financial markets and Wealth Management for High Net Worth Individuals
  • Experience working with large data sets, quantitative research methodologies, and analytics.


Salary Range
The expected base salary for this New York, NY, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

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Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

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Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

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At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Finance & Insurance
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ
GS
* Ladders Estimates

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