User Experience Research Lead-Hybrid

Job Locations
US-CA-San Francisco | US-NY-New York


At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 


Incredible teams doing exceptional work, every day

The Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.


User Experience Research Lead

First Republic Bank is looking for someone to join our User Experience and Design team to lead user research across digital platforms. This is a critical role on the team and central to establishing good research practices as a part of our product and design discipline. We operate as a fast-moving team that prides ourselves on innovation, execution, and ownership with executive leadership that has a passion for great design and thoughtful client experiences. This role reports directly to our new VP, Head of Design and will be responsible for crafting and delivering best-in-class user research and testing, incorporating user research as a cornerstone of the design process.


The User Experience Research Lead has experience delivering actionable insights to innovate the desktop and mobile user experience through the design and execution of research strategies that utilize quantitative and qualitative research methods. They are an expert in scoping research plans, conducting client interviews, crafting personas, and presenting findings to internal stakeholders and company leaders.


The role is for someone who is a critical and a strategic future thinker and can champion user research as a central component to the product and design culture at First Republic Bank. This person is client-/user-obsessed. In this role, they will have access to a client base that is responsive and excited to participate in informing and driving the digital products at First Republic Bank to be the best in market. Our customers are unique to the banking industry, and the person in this role will have the opportunity to hone and cultivate need states and a persona driven product strategy.


The role is perfect for someone who not only excels at conducting user research but can cohesively distill results into clear recommendations and articulate findings through documentation and presentations. They will be able to work independently while also partnering and collaborating with design and product teams to ensure research meets project and business goals, and most importantly, client needs.


What you’ll do as a User Experience Research Lead:

  • Lead strategic discovery and help identify client needs
  • Scope, design, and execute a range of user research plans and testing against industry best practices
  • Develop actionable insights that inform strategic direction and UX design of digital products
  • Build out and document all user research processes and make recommendations on additional tools and systems
  • Actively make informed recommendations on the future state of complex systems based on client needs
  • Collaborate with UX design and product teams to ensure that all user research is aligned with business goals
  • Engage with First Republic Bank clients in a manner that upholds the values of the company
  • Present research results to stakeholders and leadership
  • Build an organized and easily usable participant database pool
  • Become an expert in the First Republic Bank product offerings
  • Constantly immerse yourself in and implement new practices of cutting-edge research trends and tools


You could be a great fit if you have:

  • Experience with a range of user research methodology and testing
  • Passion for distilling findings into actionable insights
  • Ownership of scoping and estimating of work with the ability to execute
  • Multiple examples of user research results that led to concrete product innovation
  • Experience developing persona and client need states
  • Extensive customer engagement and communication
  • Proven ability in the management of multiple initiatives at differing complexities
  • Thoughtful, concise and articulate communication and presentation skills
  • Proven ability to work independently and collaborate and consult with product and design teams and leadership
  • Prior success in building and maintaining in-house user research operations, processes and best practices from the ground up
  • An inquisitive mind


  • This role requires examples or some form of work, including process documentation, such as a moderator’s guide, and final insight presentations.

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career - apply now

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.


We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability—that’s the First Republic way. Come join us!


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


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