Staff UX Designer

Halo Investing; Chicago, Northern (IL, KY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Annual bonus eligibility

Voluntary benefits

Flexible PTO

401k program

Parental leave

On-site gym

Job summary

Based in Chicago with a hybrid work arrangement (3 days in office), you will collaborate across Product, Eng, Sales, Trading, and Compliance to deliver end-to-end experiences. A strong fintech background and portfolio demonstrating product thinking are required.

Qualifications

• 3+ years’ experience as a product-minded designer who can move from ambiguous problems to clear product experiences.
• Strong experience designing complex fintech/wealth management or financial advisor platforms.
• Experience leading discovery, not just responding to requirements.
• Proven ability to translate data/insights into design decisions.
• Ability to simplify dense financial data without losing accuracy or trust.
• Strong data visualization, dashboards, and workflow-heavy application skills.
• Balance user needs, business goals, regulatory considerations, and technical constraints.
• Direct experience using session replay/analytics tools to inform design strategy.
• Experience creating or evolving design systems for fintech/SaaS.
• Familiarity with advisor workflows and client-facing investment materials.
• Hands-on familiarity with frontend concepts (React/TS) and Material UI.

Responsibilities

• Partner with Product to define user problems and shape product direction before solutions are built.
• Run or support discovery through interviews, conversations, and prototype testing.
• Own end-to-end user journeys, analyze behavior, and validate concepts with data.
• Champion analytics by owning Fullstory; derive insights and educate the team.
• Translate complex financial mechanics into clear workflows, dashboards, and reports.
• Design intuitive experiences for discovery, comparison, analysis, and advisor/client communication.
• Define scalable UX patterns for search, filtering, comparison, and lifecycle events.
• Create wireframes, prototypes, journey maps, and high-fidelity designs.
• Collaborate with Engineering to ensure practical, scalable implementations.
• Maintain and expand the design system using Figma.
• Work with Sales, Trading, and Compliance to support regulated workflows.
• Identify friction in workflows and simplify complex data into actionable experiences.
• Think beyond current release to support future products and personalization.

Skills

Product-minded designer

Fintech domain knowledge

Discovery leadership

Data visualization

Financial services experience

Communication

Cross-functional collaboration

Figma proficiency

Session replay analytics

Design systems

Advisor workflows understanding

Frontend concepts familiarity

Product thinking portfolio

Tools

Figma

Fullstory

Amplitude

Mixpanel

React

TypeScript

Material UI

Job description

Halo Investing is looking for a Chicago-based Staff UX Designer to lead the design vision for Halo’s structured notes platform. This role is for someone who can take complex financial products — structured notes, payoff profiles, barriers, buffers, etc. — and turn them into clear, intuitive, advisor-friendly experiences. This is a hybrid role, working in our Chicago office 3 days/week.

The right person will be comfortable operating at the intersection of finance, product strategy, user research, data visualization, and digital product design. This is not a role for someone who only makes polished screens. We need a designer who can understand how financial professionals evaluate structured products, uncover user needs through discovery, and help shape the future direction of the platform.

You will work closely with product, engineering, sales, trading, and compliance to design experiences that are useful today, scalable tomorrow, and flexible enough to support where the structured notes business is headed next.

Responsibilities:

• Partner with Product team to define user problems, validate opportunities, and shape product direction before solutions are built.
• Run or support discovery through stakeholder interviews, user conversations, workflow analysis, competitive research, and prototype testing.
• Own the end-to-end user journey for our platform. You will identify and analyze user behavior, uncovering friction points, and validating design concepts through qualitative and quantitative data.
• Champion our user analytics strategy by owning and managing Fullstory. You will derive actionable insights from session data, create dashboards, and educate the broader team on user behavior trends to inform Product priorities.
• Translate complex financial product mechanics into clear workflows, product pages, dashboards, comparison tools, charts, tables, and reporting experiences.
• Design intuitive experiences for structured note discovery, comparison, analysis, education, and advisor/client-facing communication.
• Help define scalable UX patterns for search, filtering, product comparison, scenario analysis, lifecycle events, issuer data, performance views, and reporting.
• Create wireframes, prototypes, journey maps, high-fidelity designs, and interaction models that communicate both the user experience and the product intent.
• Work closely with Engineering team to ensure designs are practical, scalable, and well-implemented
• Maintain and expand the design system using Figma to help build a cohesive framework for the engineering team to work from.
• Collaborate with Sales, Trading, and Compliance to ensure Halo’s platform supports business workflows while meeting the needs of a regulated financial environment.
• Identify friction in existing workflows and turn complex financial data into experiences that are easier to understand, explain, and act on.
• Think beyond the current release by helping establish a design foundation that can support future products, new workflows, additional asset classes, personalization, automation, and evolving advisor needs.

Background and Experience:

• 3+ years’ experience as a product-minded designer who can move from ambiguous problems to clear, thoughtful product experiences.
• Strong experience designing complex B2B, fintech, wealth management, trading, capital markets, or financial advisor platforms.
• Experience leading discovery , not just responding to requirements.
• Proven ability to translate quantitative data and qualitative insights from tools like Fullstory into design decisions and product improvements.
• Ability to simplify dense financial data without losing accuracy, nuance, or trust.
• Strong understanding of data visualization , tables, filters, dashboards, product comparison, and workflow-heavy applications.
• Ability to balance user needs, business goals, regulatory considerations, and technical constraints.
• Strong communication and interpersonal skills; able to collaborate across teams and functions
• Experience using Figma or similar design and prototyping tools.
• Comfort working with engineering teams and understanding how design decisions affect implementation.
• A portfolio that shows strong product thinking , not just visual polish.
• Prior experience in financial services strongly preferred; with understanding of structured notes, derivatives, annuities, alternatives, wealthtech, or advisor platforms.
• Direct experience using session replay and analytics tools (e.g., Fullstory, Amplitude, Mixpanel) to inform design and product strategy.
• Experience creating or evolving design systems for fintech, SaaS, or enterprise platforms.
• Familiarity with advisor workflows, wholesaler workflows, product shelves, model portfolios, proposal generation, or client-facing investment materials.
• Hands-on familiarity with frontend concepts, React, TypeScript, Material UI, or similar technologies

Halo's Benefits and Compensation

This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.

• This is a Chicago-based hybrid role, working 3 days/week in Halo's downtown Chicago office.
• Work with a great team in an exciting work environment.
• Competitive compensation package: base salary of $85,000-110,000 plus eligibility for annual bonus based on personal and business objectives. (Please note: Salary data is a general guideline. Halo’s salaries are based on candidate skills and experience.)
• Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!

Halo values diversity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances.

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