First Command Financial Services

Senior Experience Researcher and Designer

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Degree in Human-Computer Interaction, Psychology, or related field, or equivalent experience
  • 3+ years in UX research and design
  • Proficiency in Figma for design work
  • Experience managing multi-phase research projects
  • Familiarity with KPIs and metrics like NPS and CSAT
  • Experience with survey tools such as Qualtrics

Responsibilities

  • Understand and influence stakeholders to enhance user experience
  • Conduct qualitative and quantitative studies to inform design
  • Facilitate workshops for team collaboration
  • Promote user research importance throughout software development
  • Communicate client needs across the organization
  • Collaborate with IT and marketing to drive business impact from research
  • Strategize research into comprehensive client journeys
  • Validate designs through feedback sessions with users

Benefits

  • Collaborative work culture with passionate teams
  • Opportunity to influence the design process and user experience
  • Engagement in meaningful projects within the financial services sector
  • Hybrid work model providing flexibility
  • Commitment to psychological safety and support for team members
Full Job Description
Job Description

How will this role impact First Command?

The User Experience Researcher & Designer will be a key a member of the Experience Design and broader Marketing team.

In this role, you will create understanding and empathy around user needs, stated and unstated, for First Command, including designers, product managers, developers, and management. You will do so by conducting primary research, exploring the behaviors and motivations of our users through methods like field visits, surveys, usability testing, user interviews, card sorting, ethnography, and data analysis. Additionally, you will build designs and convey them along with research to stakeholders. A key metric for success in this role will be the ability to influence stakeholders.

What will the employee do in this role?
  • Understanding and influencing stakeholders and agile teams to improve the user experience
  • Assisting with quantitative and qualitative studies for First Command. This includes consulting with the business on study objectives and methodologies, creating the project plan and timeline, survey creation and pretesting, managing any contractors, leading analysis, and writing and delivering final reports
  • Assisting in facilitating workshops
  • Evangelizing the importance of user research & design in all phases of software development, from concept to release
  • Assisting in communicating with all of First Command the wants and needs of the client
  • Collaborating with the business stakeholders, IT, other researchers, marketing, and design leaders to ensure research translates into business impact
  • Assisting with strategizing research into end-to-end client journeys
  • Working closely with UX and data teams and using research methodologies to discover, learn and validate needs within various market opportunities
  • Creating & validating new designs through ad-hoc or formalized user feedback sessions with internal users or clients

Skills & Qualifications

Education
  • A Degree in related studies (Human Computer Interaction, Human Factors, Data Science, Interaction Design, Cognitive Science, Psychology, etc.), or equivalent real-world experience

Work Experience
  • 3+ years in UX Related Role doing Research and design
  • Experience managing qualitative and quantitative research projects including multi-phase, multi-mode projects.
  • Ability to do design work in tools such as Figma (the primary one we use)
  • Familiarity with current and emerging KPI's, benchmarks and success metrics (Net Promoter Score, Customer Satisfaction Scores, Customer Effort Score, System Usability Score, etc.)
  • Experience with survey and measurement tools (Ex: Qualtrics, UserTesting.com)
  • Experience turning insights in to action, with the ability to tell a compelling story about the wants and needs of our clients

Required Knowledge, Skills, and Abilities
  • Caring and compassion for others including a commitment to psychological safety
  • Must be comfortable communicating with and influencing leaders at all levels
  • Genuine passion for problem-solving, are comfortable with ambiguity, and rise to challenges with creativity
  • Must be comfortable working closely with passionate researchers, designers, product owners, scrum masters, technologists, marketers, and data scientists that all care deeply about driving our customer experience vision
  • Takes a collaborative approach to projects, continually holding the user's perspective while balancing a diverse range of stakeholder objectives

Knowledge, Skills and Abilities (preferred)
  • Financial Services experience
  • Military experience


#LI-NC1 #LI-hybrid

About First Command Financial Services

First Command Financial Services, Inc. is a financial planning organization that focuses on serving the unique needs of military families. The company was founded in 1958 by a retired Air Force officer and has since grown to serve clients across the United States. First Command offers a range of financial planning services, including investment management, retirement planning, insurance, and banking. The company is committed to providing personalized service and education to help military families achieve their financial goals.
Learn more about First Command Financial Services
Size
500 employees
Industry

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