• Lead impactful, meaningful end-to-end research projects, across Wealthfront’s products, and the entire client journey. • Partner with cross-functional teammates from design, product, data science, marketing, and engineering to identify, plan, and execute tactical and foundational research. • Represent our current and potential clients’ experiences by conveying insights in crisp, clear, and actionable ways. • Help our team continuously identify and learn about current and potential opportunities to better serve our clients, inspire product strategy, and encourage design iteration. • Experiment with innovative ways to shed new light on client experiences to help inform business decisions. • Participate in all product team and design team activities, mentor team members, and champion the team’s work across Wealthfront. • Learn about financial technology, investing, research, design, and so much more!

• Own research strategy for a product area or cross-team initiative • Design and execute end-to-end qualitative, quantitative, and mixed-methods research • Identify patterns across studies and connect insights to product decisions • Partner closely with Product Managers and Designers to frame the right problems • Influence roadmaps by surfacing unmet user needs, risks, and opportunities • Push teams beyond validation toward deeper discovery • Produce clear, compelling synthesis and storytelling • Model strong research rigor, ethics, and judgment • Mentor mid-level and senior researchers through critique and collaboration • Act as a go-to researcher for ambiguous or high-stakes problem spaces • Influence without authority across teams • Help partners develop stronger research instincts

• Lead and own end-to-end UX research across multiple product areas, from planning and recruitment through synthesis, storytelling, and delivery of insights • Act as a strategic research partner to Product Design, Product Management, and Engineering, shaping research direction and influencing product and roadmap decisions • Plan and execute a balanced mix of qualitative and quantitative research methods, both in-person and virtual, including interviews, usability testing, surveys, and field studies, to inform complex design and product decisions • Combine qualitative research with product analytics and telemetry data (e.g., Amplitude) to identify usage patterns, validate assumptions, and uncover opportunities to improve the user experience • Define, track, and evolve UX metrics that measure experience quality and product effectiveness, including translating NPS and customer feedback into actionable insights and signals of success • Synthesize research findings into clear, actionable insights tied to user needs, business outcomes, and product strategy; communicate results through compelling narratives that drive alignment and action • Create, maintain, and evolve user flows, journey maps, and personas to deepen understanding of user behaviors and problem spaces and guide design and product decisions • Partner closely with Product Design to develop, test and validate design concepts early and often, including lo-fidelity designs, prototypes, and end-to-end experiences, before and after launch • Establish and continuously improve research processes, tools, and standards that scale with the organization while maintaining speed and quality • Champion the user perspective across teams, ensuring research insights and UX metrics are embedded throughout the product development lifecycle

• Design and conduct generative (discovery) and evaluative (usability) research using a variety of methods, including 1:1 interviews, surveys, usability testing, card sorting, and diary studies. • Validate concepts and prototypes early and often to reduce risk and ensure usability • Conduct competitor research to benchmark our products and services against the market to recommend improvements • Champion a user-centric culture by advocating for research insights across the organization, specifically bridging the gap between our India-based teams and the global product organization • Foster strong cross-functional relationships, ensuring that research learnings are cascaded through different teams effectively to make it impactful and actionable