Unity Advisory is building a next-generation Internal AI Platform that powers data-driven advisory, internal copilots, and AI-enabled workflows.

We are looking for a highly capable, product-minded UX Researcher to ensure these AI-powered products are not only built, but understood, trusted, adopted, and embedded into real workflows.

This is not a traditional UX role. It sits at the intersection of:

UX research
Product and service design
AI experience design
Adoption and rollout strategy

You will play a critical role in translating complex AI capabilities into usable, trusted, and operational products that drive measurable impact across the firm and with clients.

The Mission

Ensure Unity’s AI products move successfully from:

Idea → Usable → Adopted → Embedded

This role owns the human success layer of the platform. You will define how users interact with AI systems, how organisations adopt them, and how products become part of everyday decision-making rather than unused tools.

What You’ll Do

Discovery & User Understanding

Conduct in-depth research with stakeholders including CFOs, finance teams, and operational leaders
Observe real workflows through shadowing, process walkthroughs, and working sessions
Map decision-making processes, behaviours, and pain points
Identify barriers to adoption including trust, organisational dynamics, and compliance concerns
Translate business problems into user, workflow, and experience requirements

AI Product Experience Design

Design intuitive workflows that simplify complex AI capabilities
Translate model outputs into clear, actionable user interactions
Define patterns for explainability, confidence, and transparency in AI systems
Create interaction models for effective human-AI collaboration
Build prototypes and interactive flows to validate ideas before engineering
Enforce accessibility standards across AI products to ensure usability for all users and reduce adoption barriers

Adoption & Rollout Design

This is a core part of the role.

Design onboarding journeys that lead users to early value
Define the “first value moment” for each product
Create training experiences that drive behaviour change, not documentation
Design rollout strategies tailored to different organisations and user groups
Identify and plan for change management needs

Embedded Usage Measurement & Feedback Loops

Define what successful adoption looks like in measurable terms
Design instrumentation and success metrics for usage and engagement
Establish feedback loops post-deployment
Analyse drop-off points and barriers to sustained usage
Feed insights back into product and platform improvements

Client & Internal Co-Creation

Run workshops with internal teams and client stakeholders
Test prototypes live with real users
Translate user feedback into actionable product improvements
Support delivery teams in positioning and embedding products
Lead demos and communicate design decisions clearly

AI Experience & Capability Design

Shape how AI capabilities are presented, understood, and trusted by users
Define and maintain foundational design tokens to ensure consistency and speed across products
Design experiences that make AI outputs interpretable and actionable
Contribute to Unity’s broader AI product and experience standards
Collaborate with engineers and AI specialists to ensure alignment between model capability and user experience

Collaboration & Impact

Work closely with product leadership, engineers, and AI specialists
Partner with stakeholders across advisory teams to understand real-world use cases
Act as a bridge between business users and technical teams
Influence how AI products are designed, positioned, and adopted across the firm
Help establish UX, research, and adoption as a core capability within Unity

What You Bring

User Research & Behavioural Insight

Strong experience in qualitative research, including interviews and workflow observation
Ability to uncover how organisations actually operate, not how they claim to operate
Experience identifying behavioural patterns, decision-making processes, and resistance to change
Comfortable engaging senior stakeholders and navigating complex environments

Product & Experience Design

Experience designing user flows and interaction models for complex systems
Ability to simplify technical or data-driven processes into intuitive experiences
Strong prototyping capability using tools such as Figma, FigJam, or Miro, demonstrating the ability to move beyond static wireframes to test real workflows
Understanding of explainability and trust in AI-driven experiences
Understanding of accessibility standards and design systems

Adoption & Change Thinking

Experience designing for adoption, not just usability
Understanding of how products are introduced, scaled, and embedded in organisations
Awareness of organisational dynamics, incentives, and barriers

AI & Data Product Awareness

Interest or experience in AI-powered or data-driven products
Understanding of how AI systems influence user trust, decisions, and workflows
Ability to translate between technical capabilities and user needs

Mindset & Approach

Focused on real-world usage rather than visual polish
Curious about how organisations function at an operational level
Comfortable working in ambiguity and shaping a new capability from the ground up
Strong communicator who can lead discussions, workshops, and demos
Bias toward testing ideas in realistic environments rather than relying solely on static designs
Systems thinker who considers workflows, behaviours, and outcomes, not just screens

Nice to Have

Experience with B2B SaaS or enterprise tools
Exposure to finance, operations, or advisory environments
Experience working on AI or data products
Background in service design or transformation programmes
Experience in consulting or client-facing delivery environments

What Success Looks Like

You will succeed in this role if:

Users actively engage with products on a weekly basis
Adoption grows organically without heavy push from delivery teams
Users trust AI outputs and incorporate them into decision-making
Products drive measurable behaviour change
Support needs decrease as usability and clarity improve
Delivery teams proactively involve you early in product development

Why This Role Matters

Unity Advisory is not just building AI systems. We are building AI-enabled ways of working. Without strong user understanding, experience design, and adoption strategy, even the best AI platforms fail to deliver value.

This role ensures that:

AI products are usable and trusted
Solutions are adopted and embedded into workflows
The platform delivers real, measurable business impact
You will help define how AI is experienced across the firm.

What This Role Is Not

Not a visual design role focused on UI polish
Not a pure UX research role detached from delivery
Not a product manager role
Not a traditional change management role

This is a hybrid role focused on making AI products work in the real world.

If you are motivated by understanding users, shaping AI experiences, and driving real adoption of complex products, this is a unique opportunity to define a critical capability within a fast-growing, AI-native firm.

Working at Unity Advisory

A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll be part of a high-impact finance function, empowered to shape how we scale our systems and processes. This is an exciting opportunity to join a fast-growing business and accelerate your finance career.

Additional Information

At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring everyone has an equal opportunity to succeed and are here to support you throughout the process.

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Unity Advisory

Open Positions (2)

UX/UI Researcher

Senior Manager - Financial Due Diligence

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