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Research Operations Lead, Design Thinking

Location: Saint Charles
Posted on: May 15, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Responsibility Summary:

  • Develop and lead best practices and efficient user research processes to enable efficient co-creation and research with key users, the design thinking team, and key stakeholders. Includes streamlining and documenting current processes to reduce complexity and enabling greater efficiency within the design research team. Support the design research team by recruiting users and co-creators for firm wide design thinking engagements, and coaching / enabling teams to best work with users during a design thinking engagement. Supports or contributes to the evolution of our research processes and methodologies in pursuit of new and innovative approaches. Maintain and track research metrics in order to identify and drive continuous improvement and effectiveness of design thinking research efforts.Build and maintain an insights repository to enable efficient sharing of design research, insights, and knowledge transfer within the Insights Network and across the firm. Evaluate current research toolsets and platforms and make recommendations for improvements to expand design research capabilities. Maintain and build upon the current design research playbook to onboard new researchers or educate others outside of the teamCollaborate with other research enablement functions at the firm to understand and align processes, where applicable, and assist research analysts in incorporating client input and feedback into design thinking engagements. Demonstrate agility in ambiguous and complex circumstances to achieve the desired outcome.Exercises critical thinking skills and sound judgment while independently making decisions within the role's range of responsibility, considering the potential options. Gather and evaluate necessary perspective to independently make decisions with some input from higher levels.Adept at managing detailed project tasks, resources, and coordinating the efforts of internal and external parties necessary to see successful project completion including external research or consulting partners.
    Bachelor's degree or equivalent work experience. 3+ years of UX, design research, client insights, or marketing research experience.Demonstrates strong verbal and written communication skills.Change agility and comfort operating and flexing in ambiguitySound problem solving and critical thinking skillsAbility to quickly establish and maintain strong relationships across departments, business areas and vendors.Experience with research tools like Qualtrics, SPSS, UserZoom, UserTesting, etc. Experience utilizing and synthesizing primary and secondary research information sources - a plusProficiency in Microsoft Office applications
    • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
      • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
        From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
        Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
        Salary: $66379 - $109459
        Category: Headquarters

Keywords: EDWARD JONES, Saint Charles , Research Operations Lead, Design Thinking, Other , Saint Charles, Missouri

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