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Client Experience Researcher, Specialist

2 days ago Charlotte, NC

Core Responsibilities:

  • Recommend appropriate quantitative or qualitative approaches to gather necessary insights from clients or prospects.
  • Conduct research using a wide variety of qualitative and quantitative methods to identify user needs and gather user feedback.
  • Ensure research participants' privacy and conduct sessions in a professional manner.
  • Collect data, analyze, summarize, and activate research results.
  • Represent the user and communicate research insights and recommendations in compelling and creative ways with team members and senior management. Suggest strategies to gain buy-in from the business. Negotiate adoption of critical recommendations.
  • Contribute actionable suggestions based on knowledge of target user base and usability best practices.
  • Work cross-functionally with behavioral scientists, software developers, designers, data scientists, and marketing.
  • Assist in building research quality and consistency practices. Train and mentor junior staff in best practices of client experience research. Provide guidance, training, and motivation.
  • Participate in special projects and performs other duties as assigned.

Qualifications:

  • BA/BS degree in a related field or the equivalent combination of training and experience, with degree in HCI, Psychology, Sociology, Human Factors, Usability, Behavioral Science, or Information Science
  • MA/MS/PhD a plus (or equivalent industry experience)
  • 5+ years relevant research experience
  • Command a broad set of qualitative and user-centered design research methods (e.g., usability testing, client interviews, diary study, surveys)
  • Conversant in quantitative research methods
  • Ability to ask, as well as answer, meaningful and impactful questions
  • Compelling communication and presentation skills
  • Ability to facilitate group meetings and collaboration sessions
  • Comfortable working through ambiguity in a fast-paced agile environment
  • Experience in the financial industry or other highly regulated industries is a plus
  • Experience using project and/or product management tools (e.g. Jira and Confluence) is a plus
  • Proficiency with a wide range of user experience research software and tools (e.g., UserTesting.com, Medallia, Qualtrics) is a plus
  • Omnichannel research experience is a plus

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Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Charlotte, NC, Malvern, PA
Job ID: Vanguard-174855
Employment Type: FULL_TIME
Posted: 2026-02-21T19:54:59

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.