ClientMarket Research Lead
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Job Location:
Fort Worth, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
How will this role impact First Command
The Client Research Lead is responsible for advancing First Commands understanding of clients and prospects through deep evidence-based research and segmentation. This role applies advanced UX research quantitative analytics and behavioral segmentation to uncover insights that drive strategy design innovation and marketing decisions across the enterprise.
Working as a senior individual contributor this position partners with UX CX Marketing and Product teams to design execute and synthesize research that clarifies client motivations needs and opportunities. The Research Lead also partners closely with the Manager Innovation Portfolio & Strategy to connect research insights with rapid experimentation helping accelerate insights into action and ensure that ideas tested through the innovation funnel are rooted in real client and market needs.
This position ensures that every insight is actionable measurable and aligned with enterprise goals helping First Command strengthen its value proposition and improve outcomes for military families.
What will the employee do in this role
- Lead the design and execution of advanced mixed-methods research studies that combine qualitative and quantitative data to reveal actionable insights about clients advisors and prospects.
- Develop refine and maintain customer and market segmentation frameworks using behavioral demographic attitudinal and transactional data.
- Partner with Marketing UX CX and Analytics teams to translate research insights into design strategies content direction and personalized experiences.
- Collaborate directly with the Manager Innovation Portfolio & Strategy to identify and test high-value opportunities; provide data-driven insights that inform which ideas move forward for experimentation.
- Design surveys usability studies and behavioral experiments using tools such as Qualtrics UserTesting or similar; analyze results using R SPSS SAS or Excel.
- Build and maintain dashboards and reports that communicate key findings and progress metrics to executives and stakeholders.
- Lead efforts to quantify and measure the ROI of research and design improvements connecting client experience outcomes to business KPIs.
- Partner with Data Science and Business Intelligence teams to ensure data integrity and alignment of qualitative insights with quantitative models.
- Collaborate with Risk Legal and Compliance to proactively mitigate risks and ensure ethical responsible and compliant research practices.
- Facilitate internal workshops and presentations that bring insights to life drive empathy and inform innovation decisions.
- Serve as a subject matter expert in advanced research design data analysis and customer segmentation mentoring peers and supporting enterprise initiatives.
What skills & qualifications do you need
Education
- Bachelors degree required Masters preferred in Applied Anthropology Human-Centered Design Behavioral Science Statistics or related field required.
- Graduate certification in Applied Research Statistics or equivalent quantitative specialization preferred.
Work Experience
- 8 years of experience in UX or CX research data-driven segmentation or market research preferably in financial services or other regulated industries.
- Proven experience designing and analyzing qualitative and quantitative research at scale including usability testing surveys and statistical modeling.
- Demonstrated success turning data into actionable insights that influence product marketing and experience strategies.
- Expertise with advanced research and analytics tools such as R SPSS SAS or JMP and with survey platforms such as Qualtrics or UserTesting.
- Strong experience integrating qualitative research with behavioral and transactional data for segmentation and predictive analysis.
- Familiarity with agile lean or design thinking methodologies and ability to apply them within a structured enterprise context.
Certifications (Preferred)
- Strategyzer Masterclass Certification IDEO Design Thinking Certification or equivalent innovation facilitation credentials.
- Certifications in Applied Research Statistics AI Prompt Engineering or Business Data Analytics.
Required Knowledge Skills and Abilities
- Deep expertise in quantitative and qualitative research methods; able to design studies analyze complex data and synthesize results.
- Strong storytelling and communication skills; able to translate research insights into business impact.
- Excellent collaboration skills and ability to influence across departments.
- Experience defining and implementing segmentation models that support marketing product and client experience strategies.
- High attention to detail curiosity and intellectual rigor.
- Demonstrated commitment to ethical research and data integrity.
Knowledge Skills and Abilities (preferred)
- Experience within financial services fintech or other highly regulated industries.
- Familiarity with behavioral economics or applied anthropology.
- Working knowledge of AI-enabled research tools and data automation techniques.
- Military experience
#LI-NC1
#LI-Hybrid
Key Skills
- Qualtrics
- Quantitative Research
- Spss
- Data Collection
- Microsoft Powerpoint
- Research Experience
- Survey Design
- Qualitative Research
- Market Research
- Merchandising
- Customer relationship management
- Data Analysis Skills
About Company
With over 60 years of financial coaching experience and over 175 offices around the world, First Command's Financial Advisors are proud to serve America's military.
