G

Goldman Sachs

Advises on mergers and trades stocks and bonds

Head of Experience Research - Wealth Management

Full-TimeUpdated on 10/23/2026
$115k - $270k+ Discretionary bonus
Expert
Bachelor's, Master's
New York, NY, USA
In Person
Product & Experience DesignUX Research
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A minimum of 10 years of relevant experience in mixed-method user research, including substantial experience in a leadership or management capacity, in the context of product management, interaction design, information architecture, and visual design for digital experiences.
  • Demonstrated experience building, scaling, and leading research teams and functions.
  • A university degree in a research- or business-focused field, such as User Experience, Human Factors, Psychology, Anthropology, or a related field; an advanced degree is preferred.
  • Deep, proven expertise across mixed methodologies, including surveys, user interviews, usability testing, and contextual inquiry, spanning qualitative approaches such as ethnographic research and quantitative approaches such as survey design, max-diff, multivariate, and conjoint analysis.
  • Proven experience leveraging artificial intelligence throughout the research lifecycle and product development process, including AI-assisted study design, synthesis, and insight generation, to increase efficiency, scale, and impact.
  • Experience across the full product development and evaluation process, from early discovery and concept validation through design, build, launch, and post-launch measurement.
  • Experience leveraging research software and tools such as Pendo, UserTesting.com, Qualtrics, Wevo, and dscout.
  • Experience with design software including Figma and working closely with design teams to build and test prototypes.
  • Ability to connect research findings from multiple projects and sources and provide higher-order strategic insights.
  • Ability to synthesize findings into presentations that extract actionable recommendations, including experience leveraging user journey mapping, personas, and affinity diagramming.
  • Experience planning and facilitating workshops on hypotheses, concepting, design thinking, and insights with senior stakeholders to generate impactful research insights.
  • Ability to ascertain what the team needs and add value with little outside direction.
  • Relevant work experience in a large financial institution, especially within Wealth and Asset Management, is preferred.
  • Familiarity with financial markets and Wealth Management for High Net Worth Individuals is preferred.
  • Experience working with large data sets, quantitative research methodologies, and analytics is preferred.
Responsibilities
  • Define and own the overarching research strategy and vision for Wealth Management, aligning research programs with business priorities and long-term product goals.
  • Build, lead, mentor, and grow a high-performing team of researchers, fostering a culture of curiosity, rigor, and user advocacy.
  • Craft research strategy, scope and conduct research, and deliver actionable insights for strategic research programs within financial services.
  • Partner with leadership to identify, define, and track key performance indicators across relevant programs to measure progress toward goals and inform future planning and roadmap development.
  • Establish and scale research operations, including processes, tooling, participant recruitment, governance, and knowledge management, to scale research efficiently and responsibly across the organization.
  • Define and track measures of research impact and quality, demonstrating research return on investment to senior stakeholders.
  • Lead and apply mixed methodologies, including surveys, user interviews, usability testing, contextual inquiry, diary studies, and concept testing, to triangulate user needs and pain points and deliver well-rounded insights.
  • Leverage heuristics, Voice of the Customer, statistical analyses, and other methods to triangulate user pain points.
  • Leverage artificial intelligence and emerging tools throughout the research lifecycle, from study design and participant recruitment to transcription, qualitative synthesis, and insight generation, to increase research efficiency and scale.
  • Pioneer responsible adoption of AI-assisted analysis to accelerate time-to-insight while maintaining rigor, quality, and ethical standards across research outputs.
  • Conduct competitive and comparative research and analysis to complement user research.
  • Manage the team's workload across multiple projects and teams simultaneously in a fast-paced, collaborative environment.
  • Drive user-centric product teams, strategy, processes, and products.
  • Collaborate with designers, engineers, and product managers to balance appropriate processes and methodologies with business goals and ensure research delivers impactful results throughout the product lifecycle.
  • Partner with data science and analytics teams to integrate behavioral and attitudinal data into a holistic view of the customer.
  • Partner with stakeholders across sales, trading, marketing, and legal to bring exceptional, user-centered experiences to life.
  • Advocate for the user throughout the product development lifecycle.
  • Communicate research findings, strategic recommendations, and the voice of the customer directly to executive and C-suite leadership, influencing high-stakes business and product decisions.
  • Present complex research insights clearly and concisely to senior executive audiences, translating data into strategic narratives that drive action.
  • Network with leaders across Wealth Management and the larger firm to identify opportunities for collaboration.

About the company

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1869

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Simplify's Take

What believers are saying

  • Trading drives the boom: stock-trading revenue hit a record $7.42 billion in the June 2026 quarter, up 72%.
  • Pay is climbing: compensation rose 20% to $11.5 billion in the first half of 2026, while staff grew 1%.
  • A Goldman stint opens doors: alumni Rishi Sunak, Mario Draghi and Mark Carney rose to lead Britain, Italy and Canada.

What critics are saying

  • AI is costing jobs: Goldman's October 2025 AI plan came with a "limited reduction in roles" and slower hiring.
  • Expect five office days a week: Goldman reaffirmed the rule in 2023, and its CEO calls remote work an aberration.
  • Stock awards have lost value: shares fell 23% from July 15 to October 8, 2026, versus 18% at Morgan Stanley.

What makes Goldman Sachs unique

  • Traders outearn Goldman's famous merger advisers: trading made 57% of first-half 2026 revenue, versus 8% from advice.
  • Goldman is Wall Street's top merger adviser: it earned $4.6 billion advising on 2025 deals, versus JPMorgan's $3.1 billion.
  • The top prize is still partner: though public since 1999, Goldman named just 95 partners from 46,000-plus staff in 2024.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Professional Development Budget

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Tokenized stock trading surges overseas to $11.31B on Robinhood Chain as Goldman, Microsoft object in US

Tokenized stock trading is growing overseas while major US companies resist it at home, according to Bitwise Asset Management's latest quarterly report. On Robinhood Chain, tokenized stock volume rose from $526 million in July to $2.21 billion in August, then to $11.31 billion in September. Tokenized equities were also the fastest-growing category on Solana. Goldman Sachs, Microsoft, Qualcomm, Caterpillar, McDonald's, Western Digital, and Alphabet have objected to tokenized versions of their shares trading on OKXICE, a venue launched by crypto exchange OKX and Intercontinental Exchange. Sixteen companies have now objected. The US Securities and Exchange Commission's innovation exemption lets companies opt out. OKXICE co-chairman Andrew Cuomo said many companies would "wait and see" before taking part.

Yahoo Finance
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Goldman Sachs vs Bank of America: why the investment bank is the better 2026 buy

Bank of America and Goldman Sachs offer two ways to bet on financials in 2026: steady retail banking or market-driven investment banking. A Motley Fool writer favours Goldman, which has beaten both Bank of America and the S&P 500. In fiscal 2025, Bank of America's revenue fell about 0.5% to nearly $191.6 billion, with net income of nearly $30.5 billion. Goldman's revenue fell 1.4% to about $125.1 billion, with net income of close to $17.2 billion. Goldman's debt-to-equity ratio is roughly 4.9, against nearly 1.2 at Bank of America. Goldman's free cash flow was negative $47.2 billion; Bank of America's was nearly $12.6 billion. Bank of America looks cheaper on forward P/E and P/S ratios. It also faced a $1.2 billion regulatory charge in 2026, while Goldman reached a $500 million shareholder litigation settlement.