Wealth Management Design Researcher

Barclays
Full-timeโ€ขKnutsford, United Kingdom

๐Ÿ“ Job Overview

Job Title: Wealth Management Design Researcher

Company: Barclays

Location: Canary Wharf, 1 Churchill Place, United Kingdom (with potential for Glasgow, Knutsford, Northampton)

Job Type: Full-time

Category: Design Research / Customer Insight Operations

Date Posted: July 31, 2026

Experience Level: Mid-Senior Level (Implied 5-10 years of experience)

Remote Status: On-site (with potential for hybrid arrangements depending on team policy)

๐Ÿš€ Role Summary

  • Lead the design and execution of comprehensive research programs to deeply understand customer needs, behaviors, and experiences within digital Wealth Management.

  • Translate complex qualitative and quantitative research findings into actionable insights that directly inform product, proposition, and design decisions.

  • Drive innovation by integrating the "Customer Voice" into every stage of the product development lifecycle, from concept ideation to usability testing.

  • Collaborate cross-functionally with Design, Product, Channel, Marketing, Transformation, and Technology teams to ensure research insights are embedded in strategic initiatives.

  • Manage research risks, particularly concerning data privacy, and ensure adherence to regulatory and internal control frameworks.

๐Ÿ“ Enhancement Note: While the title is "Wealth Management Design Researcher," the responsibilities and required skills strongly indicate a role focused on operationalizing customer insights within a product development and GTM context. The emphasis on translating research into actionable recommendations and collaborating with product/design teams positions this as a critical function within the broader GTM operations framework, specifically bridging user understanding with product strategy. The "Assistant Vice President Expectations" section further suggests a mid-to-senior level role with potential for team leadership or significant individual contribution and influence.

๐Ÿ“ˆ Primary Responsibilities

  • Design, plan, and execute end-to-end research programs for digital Wealth Management products and customer journeys, encompassing both discovery and evaluative phases.

  • Employ a variety of qualitative and quantitative research methodologies to uncover client behaviors, attitudes, needs, pain points, and opportunities for enhancement.

  • Develop and rigorously test prototypes, mock-ups, and value propositions, gathering critical usability feedback from customers and internal stakeholders.

  • Continuously monitor and analyze emerging technologies, industry trends, design best practices, societal shifts, and economic factors impacting the customer landscape to inform strategic decisions.

  • Utilize data analytics tools to extract actionable insights from market research, customer surveys, and feedback sessions, identifying new opportunities and understanding evolving customer needs.

  • Proactively manage all risks associated with the insight and research process, with a particular focus on Data Privacy, identifying potential risks, developing mitigation strategies, and ensuring alignment with Chief Controls Office and Data Privacy Compliance.

  • Oversee the performance and effectiveness of research programs, including team management (if applicable), implementation of departmental goals, and ensuring operational efficiency.

  • Champion client-centered and evidence-led decision-making across multidisciplinary teams by effectively communicating research findings and practical recommendations.

  • Contribute to the establishment and maintenance of consistent research standards, practices, and knowledge-sharing initiatives across the design and product community.

๐Ÿ“ Enhancement Note: The primary responsibilities highlight a blend of strategic research design, hands-on execution, analytical synthesis, risk management, and cross-functional collaboration. This is typical for a senior researcher role embedded within product operations or GTM strategy, emphasizing the operationalization of insights to drive business outcomes and product improvements. The mention of "Assistant Vice President Expectations" suggests a level of influence and responsibility that extends beyond pure research execution, including advising on policy and operational effectiveness.

๐ŸŽ“ Skills & Qualifications

Education: While not explicitly stated, a Bachelor's or Master's degree in a relevant field such as Human-Computer Interaction, Psychology, Sociology, Anthropology, Design, Marketing, Business, or a related discipline is typically expected for this level of role.

Experience:

  • 5-10 years of progressive experience in UX research, design research, customer insight, or service design research.

  • Proven track record of planning and delivering research initiatives across digital products or complex customer journeys.

  • Demonstrated experience in both discovery (uncovering needs) and evaluative (testing solutions) research methodologies. Required Skills:

  • UX Research & Design Research: Deep expertise in planning, conducting, and synthesizing qualitative and quantitative research.

  • Customer Insight & Service Design: Ability to translate raw data into compelling narratives and actionable recommendations that drive business strategy.

  • Qualitative & Quantitative Methods: Proficiency in a range of techniques such as user interviews, usability testing, surveys, focus groups, card sorting, and data analysis.

  • Discovery & Evaluative Research: Skill in both foundational research to identify opportunities and diagnostic research to validate and refine solutions.

  • Data Analytics & Synthesis: Strong analytical capabilities to interpret complex data sets from various sources (market research, surveys, feedback) and synthesize into clear insights.

  • Stakeholder Management & Communication: Excellent ability to communicate complex information effectively to diverse audiences, including senior leadership, through strong storytelling and presentation skills.

  • Collaboration: Proven experience working effectively within multidisciplinary teams (Product, Design, Technology, Marketing).

  • Risk & Data Privacy Management: Understanding of risk management principles, particularly concerning data privacy regulations and compliance.

Preferred Skills:

  • Experience within Wealth Management, investments, banking, financial services, or other highly regulated environments.

  • Understanding of investing behaviors, digital wealth journeys, or complex financial decision-making processes.

  • Experience researching sensitive or high-consideration products and services.

  • Knowledge of inclusive research practices, accessibility standards, and the needs of vulnerable or underserved client segments.

  • Experience integrating qualitative insights with quantitative data and analytics.

  • Familiarity with proposition development or broader service design frameworks.

  • Experience mentoring junior researchers or contributing to the development of research capabilities within a team or organization.

๐Ÿ“ Enhancement Note: The emphasis on both qualitative and quantitative methods, coupled with the need to translate findings into actionable product and design recommendations, points to a role that is deeply integrated into the product development lifecycle. The "Assistant Vice President Expectations" section implies a need for strategic thinking, influencing skills, and potentially team leadership, which would require a robust skillset beyond just execution. The desirable criteria highlight a preference for domain expertise in financial services, which is crucial for understanding the nuances of wealth management.

๐Ÿ“Š Process & Systems Portfolio Requirements

Portfolio Essentials:

  • Case Studies of Research Programs: Showcase end-to-end research initiatives, detailing the problem statement, research objectives, methodologies employed, challenges encountered, and the impact of findings on product/design decisions.

  • Demonstration of Insight Synthesis: Provide examples of how complex qualitative and quantitative data were synthesized into clear, compelling, and actionable insights for stakeholders.

  • Examples of Actionable Recommendations: Highlight instances where research insights directly led to specific product enhancements, design changes, or strategic shifts, ideally with measurable outcomes.

  • Artifacts of Collaboration: Include examples of how research was integrated into multidisciplinary team workflows, such as research-informed user stories, journey maps, or design critiques.

  • Risk Management Documentation (Conceptual): While actual confidential data privacy documents may not be shareable, candidates should be prepared to discuss their approach to identifying and mitigating research-related risks, particularly concerning data privacy and ethical considerations.

Process Documentation:

  • Workflow Design & Optimization: Illustrate experience in designing efficient research workflows, from initial scoping and planning to data collection, analysis, and reporting, with a focus on continuous improvement.

  • System Implementation & Integration: Showcase how research findings were integrated into product development pipelines, CRM systems, or customer feedback loops to ensure continuous learning and adaptation.

  • Measurement & Performance Analysis: Demonstrate how the impact of research initiatives was measured, potentially through improvements in user engagement, conversion rates, customer satisfaction scores, or reduction in support tickets.

๐Ÿ“ Enhancement Note: For a role focused on operationalizing insights, a portfolio is crucial. It should not just showcase research quality but also the ability to drive tangible business outcomes. The emphasis should be on how research influenced decisions and led to measurable improvements, demonstrating a proactive and impact-oriented approach. The inclusion of risk and data privacy management within the portfolio discussion is critical given the financial services context.

๐Ÿ’ต Compensation & Benefits

Salary Range: Based on the experience level (5-10 years implied), location (London/Canary Wharf), and the nature of the role within a major financial institution like Barclays, a competitive salary range for a Wealth Management Design Researcher or an equivalent role in London would typically fall between ยฃ60,000 - ยฃ90,000 per annum. This estimate considers industry benchmarks, cost of living in London, and the specialist nature of the role.

Benefits:

  • Comprehensive health insurance coverage (medical, dental, vision).

  • Generous paid time off (holidays, sick leave, personal days).

  • Retirement savings plan (e.g., pension scheme with company contributions).

  • Life assurance and disability insurance.

  • Employee assistance programs (EAP) for mental and physical well-being.

  • Opportunities for professional development, training, and certifications.

  • Performance-based bonuses and potential for long-term incentive plans.

  • Access to employee discounts and corporate benefits programs.

  • Potential for flexible working arrangements within the on-site framework.

Working Hours: Standard full-time working hours are typically 40 hours per week. While the role is primarily on-site, there may be occasional flexibility required for critical research phases, stakeholder meetings, or urgent analysis, especially during product launch cycles. Adherence to Barclays' working time policies and any relevant union agreements will apply.

๐Ÿ“ Enhancement Note: The salary estimate is based on typical compensation for mid-to-senior level research and insight roles in London's financial sector, considering the "Assistant Vice President Expectations" which implies a significant level of responsibility. The benefits listed are standard for large financial institutions in the UK, aiming to attract and retain top talent in specialized roles.

๐ŸŽฏ Team & Company Context

๐Ÿข Company Culture

Industry: Financial Services (specifically Banking and Wealth Management). Barclays is a prominent global financial services provider with a long history, operating in retail banking, corporate banking, investment banking, and wealth management. The industry is highly regulated, emphasizing trust, security, and client-centricity.

Company Size: Large Enterprise (Barclays is a global organization with tens of thousands of employees worldwide). This size implies a structured environment with established processes, extensive resources, and opportunities for career progression across various divisions.

Founded: 1690 (as a goldsmith business), evolving into Barclays Bank in 1736. This heritage signifies stability, deep-rooted expertise, and a commitment to long-term client relationships.

Team Structure:

  • Operations Focus: The role sits within a function that bridges customer understanding with product and digital strategy, likely within a Product, Design, or Digital Transformation division.

  • Reporting Structure: Likely reports to a Head of Design Research, Head of Customer Insight, or a Senior Product Manager/Director, with potential for direct reports or matrixed team leadership as indicated by the AVP expectations.

  • Cross-functional Collaboration: High degree of collaboration expected with Product Managers, UX Designers, UI Designers, Data Scientists, Marketing teams, Channel strategists, Technology leads, and potentially Compliance/Risk officers. The "Assistant Vice President Expectations" also highlight collaboration with other business divisions and People Leaders.

Methodology:

  • Data-Driven Decision Making: Strong emphasis on using customer data, research findings, and analytics to inform all strategic and tactical decisions.

  • Agile & Iterative Processes: Likely operates within an agile framework, focusing on iterative development, continuous feedback loops, and rapid prototyping.

  • Customer-Centric Design: A core principle of putting the customer's needs, behaviors, and experiences at the forefront of all innovation and product development efforts.

  • Risk Management & Compliance: Integral to all processes, ensuring adherence to strict regulatory requirements and internal control frameworks.

Company Website: https://home.barclays/

๐Ÿ“ Enhancement Note: The context of a large, established, and regulated financial institution like Barclays means that operational processes, risk management, and compliance are paramount. The role of a Design Researcher here is not just about generating insights but ensuring these insights are ethically obtained, securely managed, and effectively translated into compliant and customer-centric solutions. The "Assistant Vice President Expectations" suggest a role that contributes to shaping operational policies and leading teams within this structured environment.

๐Ÿ“ˆ Career & Growth Analysis

Operations Career Level: This role is positioned at a mid-to-senior level, likely equivalent to an Assistant Vice President (AVP) or Senior Manager within Barclays' structure. It requires a blend of deep specialist knowledge in research methodologies and practical application in a complex business environment. The responsibilities include not only execution but also strategic influence, risk management, and potentially team leadership.

Reporting Structure: The individual will likely report into a senior leader within the Wealth Management division's product, design, or digital strategy teams. They will collaborate closely with peers in Product Management, Design, Data Science, and Technology, and may have direct reports or mentor junior researchers.

Operations Impact: The role has a significant impact on the operational efficiency and effectiveness of Wealth Management digital products. By ensuring products are user-centric and address genuine customer needs, the role directly contributes to:

  • Improved customer acquisition and retention rates.

  • Enhanced digital engagement and user satisfaction.

  • Reduced customer friction and support costs.

  • Increased conversion rates for investment and wealth management services.

  • Stronger competitive positioning in the digital wealth management space.

  • Mitigation of operational risks related to poor user experience or non-compliance. Growth Opportunities:

  • Specialization & Deep Expertise: Opportunity to become a subject matter expert in Wealth Management customer behaviors, digital investing, and financial decision-making.

  • Leadership Development: Potential to move into a Team Lead or Managerial role overseeing a team of researchers, or to take on more complex, strategic research initiatives.

  • Cross-Functional Mobility: Experience gained can be leveraged for roles in Product Management, UX Strategy, Service Design, or broader GTM strategy roles within Barclays or the financial services industry.

  • Advanced Methodologies: Opportunity to explore and implement cutting-edge research techniques, AI-driven insights, and advanced analytics in collaboration with Data Science teams.

  • Strategic Influence: Grow in capacity to influence senior leadership and shape the strategic direction of digital product development and customer experience within Wealth Management.

๐Ÿ“ Enhancement Note: The "Assistant Vice President Expectations" are a strong indicator of the growth potential. This role is not a dead-end; it's a stepping stone for individuals who can demonstrate strategic thinking, leadership potential, and a strong ability to drive business impact through operational excellence in customer insight.

๐ŸŒ Work Environment

Office Type: Primarily an on-site role within a corporate office environment. Barclays' offices, such as 1 Churchill Place in Canary Wharf, are modern, professional, and designed to facilitate collaboration and productivity.

Office Location(s): The primary location is Canary Wharf, London. However, the job posting also lists Glasgow, Knutsford, and Northampton as potential locations, suggesting flexibility or a distributed team structure. Candidates should clarify their preferred location during the application process.

Workspace Context:

  • Collaborative Environment: Offices are designed with a mix of open-plan workspaces, private offices, meeting rooms, and collaboration zones to support diverse working styles and team interactions.

  • Tools & Technology: Access to a comprehensive suite of industry-standard research tools, analytics platforms, collaboration software, and high-specification computing equipment.

  • Team Interaction: Frequent opportunities for face-to-face interaction with colleagues, fostering a strong sense of team cohesion and enabling spontaneous problem-solving and knowledge sharing. The role necessitates close daily interaction with product, design, and tech teams.

Work Schedule: While the standard work week is 40 hours, the nature of research and product development can sometimes require flexibility. The emphasis is on delivering results and meeting project timelines, which may occasionally necessitate working beyond standard hours, particularly during critical research phases or for intensive analysis. The on-site nature ensures immediate availability for team discussions and critical meetings.

๐Ÿ“ Enhancement Note: The on-site requirement is key for fostering immediate collaboration, which is vital for a research role embedded in product development. While flexibility is often a feature of corporate environments, the core expectation will be consistent presence in the office to facilitate team dynamics and agile workflows.

๐Ÿ“„ Application & Portfolio Review Process

Interview Process:

  1. Initial Screening: A recruiter or hiring manager will review applications and resumes, with a focus on matching essential and desirable criteria. Candidates may be asked to provide initial insights into their research approach.

  2. Hiring Manager Interview: A discussion focusing on your experience, research philosophy, approach to problem-solving, and understanding of the Wealth Management domain. You'll likely be asked about your experience with specific methodologies and handling challenging research scenarios.

  3. Portfolio Presentation & Deep Dive: A critical stage where you present 1-3 case studies from your portfolio. Expect in-depth questions about your role, the research process, your analytical thinking, how you synthesized findings, and the impact of your recommendations. This is where you demonstrate your ability to operationalize insights.

  4. Skills-Based Assessment/Case Study: You might be given a hypothetical research challenge or asked to critique a piece of existing work. This assesses your problem-solving skills, research design capabilities, and ability to think critically under pressure.

  5. Team/Stakeholder Interviews: Meetings with potential colleagues from Product, Design, and Technology teams to assess collaboration skills, communication style, and cultural fit.

  6. Final Interview: Potentially with a more senior leader to discuss strategic alignment, leadership potential (if applicable), and overall suitability for the role and Barclays' culture.

Portfolio Review Tips:

  • Focus on Impact: For each case study, clearly articulate the business problem, your research objectives, the actions you took, and most importantly, the impact of your research. Quantify results where possible (e.g., "led to a 15% increase in feature adoption," "reduced task completion time by 20%").

  • Showcase Process: Detail your research process from problem definition to actionable recommendations. Highlight your decision-making at each stage, especially your choice of methodologies.

  • Demonstrate Synthesis: Illustrate how you moved from raw data to meaningful, concise insights. Use visual aids if appropriate to show your synthesis process.

  • User-Centric Storytelling: Frame your presentations around the user. Explain their needs, motivations, and pain points, and how your research illuminated these.

  • Address Collaboration: Explain how you worked with multidisciplinary teams, how you presented findings, and how you influenced decision-making.

  • Prepare for Questions: Anticipate questions about your methodology choices, how you handled conflicting data, ethical considerations, and how you would adapt your approach to Barclays' specific context.

Challenge Preparation:

  • Understand the Context: Research Barclays, its Wealth Management division, its digital offerings, and its target customer base. Understand common challenges in financial services UX.

  • Practice Research Design: Be ready to outline a research plan for a given problem, including target users, methodologies, and key questions.

  • Synthesize and Recommend: Practice distilling information into concise insights and formulating clear, actionable recommendations. Think about how to present these to different stakeholders.

  • Risk Awareness: Consider how you would approach research in a regulated environment, focusing on data privacy and ethical considerations.

๐Ÿ“ Enhancement Note: The emphasis on portfolio review and case studies is paramount. This role is about demonstrating practical application of research skills to drive business outcomes, not just theoretical knowledge. Candidates should prepare to articulate their contributions and impact clearly and concisely.

๐Ÿ›  Tools & Technology Stack

Primary Tools:

  • User Research Platforms: Tools like UserTesting.com, Lookback, Maze, Optimal Workshop for remote usability testing, participant recruitment, and survey deployment.

  • Qualitative Data Analysis Software: NVivo, Dovetail, or similar tools for organizing, coding, and analyzing interview transcripts, focus group data, and open-ended feedback.

  • Prototyping & Wireframing Tools: Figma, Sketch, Adobe XD, InVision for developing and testing interactive prototypes and mock-ups.

  • Survey Tools: SurveyMonkey, Qualtrics, Google Forms for designing and distributing customer surveys.

Analytics & Reporting:

  • Web Analytics: Google Analytics, Adobe Analytics for understanding user behavior on digital platforms.

  • Customer Feedback Platforms: Tools for collecting and analyzing NPS, CSAT, and other feedback metrics.

  • Data Visualization Tools: Tableau, Power BI for creating dashboards and reports to communicate insights from quantitative data and research findings.

CRM & Automation:

  • CRM Systems: Familiarity with how customer data is managed and leveraged within systems like Salesforce (though not explicitly stated, it's common in large financial institutions).

  • Collaboration & Project Management: Tools such as Jira, Confluence, Asana, Microsoft Teams for team collaboration, task management, and documentation.

๐Ÿ“ Enhancement Note: While specific tools aren't listed, the role implies proficiency with a broad range of industry-standard UX research and analytics tools. The ability to integrate insights from these tools into broader business systems (like CRM or Product Management platforms) is also key.

๐Ÿ‘ฅ Team Culture & Values

Operations Values:

  • Stewardship: A deep sense of responsibility for the client's financial well-being and the integrity of the institution. This translates to rigorous, ethical research and a focus on long-term client value.

  • Excellence: A commitment to high standards in research quality, analysis, and the impact of insights. This means going beyond surface-level findings to deliver truly valuable and actionable intelligence.

  • Service: A dedication to serving clients with integrity and providing exceptional experiences, underpinned by a thorough understanding of their needs.

  • Respect: Valuing diverse perspectives, including those of clients and colleagues, and fostering an inclusive research environment.

  • Integrity: Upholding the highest ethical standards in research practices, data handling, and communication, particularly critical in a regulated financial environment.

Collaboration Style:

  • Partnership-Oriented: Working closely with Product, Design, and Technology teams as a true partner, not just a service provider. This involves co-creation and shared ownership of outcomes.

  • Data-Driven Advocacy: Championing the customer's voice through compelling data and insights, challenging assumptions constructively to ensure evidence-led decision-making.

  • Knowledge Sharing: Actively contributing to a culture of learning by sharing research findings, best practices, and insights across teams and potentially the wider organization.

  • Proactive & Iterative: Engaging early and often in the product development lifecycle, providing feedback and insights iteratively to guide the process rather than just evaluating final outputs.

๐Ÿ“ Enhancement Note: Barclays' stated values (Respect, Integrity, Service, Excellence, Stewardship) are deeply embedded in its culture, especially in a regulated sector. A Design Researcher will be expected to embody these values by conducting ethical research, providing trustworthy insights, and contributing to client success and the firm's reputation.

โšก Challenges & Growth Opportunities

Challenges:

  • Navigating a Regulated Environment: Balancing the need for deep customer understanding with strict data privacy, compliance, and security regulations inherent in financial services.

  • Complexity of Wealth Management: Understanding the intricate financial needs, decision-making processes, and emotional drivers of diverse wealth management clients.

  • Integrating Insights Across Silos: Ensuring research findings are effectively communicated and acted upon by various departments (Product, Tech, Marketing, Sales, Compliance) that may have competing priorities.

  • Measuring Research Impact: Quantifying the direct business impact of research initiatives in a way that satisfies senior leadership and demonstrates ROI, especially in a long-cycle product development environment.

  • Keeping Pace with Digital Transformation: Adapting research methodologies and insights to rapidly evolving digital platforms and customer expectations in the fintech/wealthtech space.

Learning & Development Opportunities:

  • Deep Domain Expertise: Opportunity to develop specialized knowledge in wealth management, investment behaviors, and financial planning.

  • Advanced Research Techniques: Access to training and practical application of advanced qualitative and quantitative methods, including behavioral economics and data science integration.

  • Leadership and Influence: Developing skills in influencing senior stakeholders, leading cross-functional initiatives, and potentially managing research teams.

  • Industry Conferences & Certifications: Support for attending relevant industry events (e.g., UXPA, industry-specific financial services conferences) and pursuing certifications.

  • Mentorship Programs: Access to mentorship from senior leaders within Barclays, offering guidance on career progression and strategic development.

๐Ÿ“ Enhancement Note: The challenges are inherent to operating in a large, regulated financial institution. Success will depend on the candidate's ability to navigate these complexities while driving value. The growth opportunities highlight a clear path for individuals who excel in this role to advance their careers within Barclays.

๐Ÿ’ก Interview Preparation

Strategy Questions:

  • "Describe a time you had to conduct research in a highly regulated industry. What were the key challenges, and how did you ensure compliance while still uncovering valuable insights?" (Assesses understanding of regulated environments, data privacy, and ethical research).

  • "How would you approach researching the needs of high-net-worth individuals versus mass affluent clients for a new digital investment platform?" (Tests understanding of segmentation, nuanced customer needs, and strategic research design).

  • "Imagine a product team is resistant to incorporating research findings that contradict their initial assumptions. How would you approach influencing them and ensuring evidence-led decision-making?" (Evaluates persuasion, communication, and stakeholder management skills).

  • "Outline a research plan to identify key friction points in the onboarding process for a new wealth management client." (Assesses research design, methodology selection, and problem-solving capabilities). Company & Culture Questions:

  • "What do you know about Barclays' Wealth Management division and its digital strategy?" (Tests research preparedness and interest in the company).

  • "How do you embody Barclays' values of Stewardship, Excellence, Service, Respect, and Integrity in your research practice?" (Assesses cultural alignment and understanding of company ethos).

  • "Describe your experience working in a large, complex organization with multiple stakeholders. How do you manage competing priorities and ensure alignment?" (Evaluates collaboration, organizational awareness, and strategic thinking). Portfolio Presentation Strategy:

  • Structure for Impact: Begin with a clear executive summary of the project and its key outcomes. Then, dive into the problem, your role, methodology, findings, recommendations, and most importantly, the impact and lessons learned.

  • Visual Storytelling: Use clear visuals (screenshots, diagrams, charts) to illustrate user flows, pain points, data, and your recommendations. Avoid overwhelming slides with text.

  • Focus on "So What?": For every finding, explain why it matters to the business and what should be done about it.

  • Quantify When Possible: If you can link your research to measurable business improvements (e.g., increased conversion, reduced errors, higher satisfaction), do so.

  • Be Prepared for Deep Dives: Anticipate questions about your methodology choices, participant recruitment, data analysis, and how you handled any unexpected challenges or negative findings.

  • Showcase Collaboration: Highlight how you worked with designers, product managers, engineers, and other stakeholders throughout the process.

๐Ÿ“ Enhancement Note: The interview process will heavily scrutinize the candidate's ability to translate research into actionable business outcomes within a regulated context. Preparation should focus on demonstrating strategic thinking, strong analytical and communication skills, and a deep understanding of the financial services landscape.

๐Ÿ“Œ Application Steps

To apply for this Wealth Management Design Researcher position:

  • Submit your application through the provided Workday link, ensuring your resume and any optional attachments are up-to-date and tailored to the role.

  • Curate Your Portfolio: Select 2-3 of your most impactful research projects that demonstrate your end-to-end research process, synthesis skills, actionable recommendations, and measurable impact, ideally within complex or regulated environments. Ensure these case studies highlight your ability to operationalize insights.

  • Optimize Your Resume: Highlight keywords from the job description (e.g., UX Research, Design Research, Customer Insight, Wealth Management, Qualitative/Quantitative Methods, Stakeholder Management, Data Privacy, Financial Services). Quantify achievements and responsibilities where possible.

  • Prepare Your Presentation: Practice delivering your portfolio case studies concisely and persuasively, focusing on the "so what?" and the business impact of your work. Be ready to articulate your research process and decision-making clearly.

  • Research Barclays: Familiarize yourself with Barclays' Wealth Management division, its digital offerings, its customer base, and its corporate values. Understand the challenges and opportunities in the current financial services landscape.

โš ๏ธ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

Application Requirements

Requires strong experience in UX, design, or service design research with the ability to plan and conduct both discovery and evaluative studies. Candidates must possess excellent analytical and communication skills to translate complex research findings into clear recommendations for stakeholders.