Director, User Research

We are seeking a highly experienced Research leader who can build out and mature Financial Engines’ User Research practice.  This role will report directly to the VP of Consumer Product. 

You should be a seasoned research leader with a passion for developing user insights that empower teams to create great products for our customers.  You should have a proven track record of designing, delivering, and cascading research across large organizations, employing a wide variety of research approaches that best address the research questions from your stakeholders; and you should be well-versed in all aspects of research as it fits into the product development life-cycle.  As both a leader and an individual contributor, you should be able to act as a player/coach; conducting research as well as leading other researchers toward innovative and creative thinking when approaching Financial Engines’ research challenges.


What you’ll do

  • Plan, design and conduct foundational and evaluative research including but not limited to: field research, usability testing, surveys, and competitive analysis.
  • Lead a small team of researchers who uncover insights, translate them into opportunities, evaluate in-progress designs, and explain causal behaviors related to data analytics.
  • Expertly facilitate research sessions that encourage stakeholders to be actively involved and gain empathy for their customers.
  • Oversee multiple, often parallel-path, research initiatives.
  • Identify the connections in the data and encourage cross-team collaboration and sharing of insights.
  • Manage the research backlog, considering the business roadmap when prioritizing research, resources, and budget.
  • Forge fantastic relationships with cross-functional teams, including Product, Engineering, Marketing, UX, and Brand.
  • Be a rock star communicator, presenter, and influencer across a large organization.


What you’ll need

  • At least 7 years of demonstrable UX research experience. Fin-tech industry experience is ideal.
  • At least 3 years of demonstrable experience hiring, managing and leading teams.
  • Bachelors and/or Master’s Degree in user experience, design, research, information architecture, and/or related fields (e.g., human factors, psychology, business).
  • Excellent communication, presentation, and interpersonal skills. You must be able to communicate clearly, concisely and persuasively, verbally and in writing.
  • Deep experience using a variety of research methods, with experience in both qualitative and quantitative, as well as foundational and evaluative research. You will be asked for your research portfolio.
  • Strong familiarity with design thinking, user-centered design, and UX best practices.
  • Talent for working across functional teams, including design, product, and engineering.
  • Experience with a variety of form factors, including desktop, mobile, tablet.

About Financial Engines

Financial Engines is America’s largest independent investment advisor1. We help people achieve greater financial clarity by providing comprehensive financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than 9.5 million people across over 700 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals.

For more information, please visit

All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee future results.

1 For independence methodology and ranking, see InvestmentNews Center (

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