Lead customer research and product strategy for large financial projects, defining value, prioritizing work, directing web/app UI/UX, aligning stakeholders, and improving KPIs after release.
About this role
This lead role sits in the marketing team and drives web strategy for customer experience across a robo-advisor and related financial services. It supports customer acquisition and CRM by improving how users encounter and use the company’s web services.
Work includes identifying issues through user insights and qualitative or quantitative research; planning content, site structures, and navigation or UI/UX improvements; and directing content writing. The role manages production with internal engineers, designers, and external partners, then operates and evaluates marketing-automation initiatives using KARTE and Marketo.
Required experience covers the full path from identifying user problems on a website or web service through content planning and improvement proposals. Candidates must have used access data or observed user behavior to extract issues and test hypotheses, created sitemaps and wireframes, and directed and managed production for self-planned initiatives for at least three years.
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