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.
- 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.)
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- 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. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please speak with our recruiter or contact us at: [email protected].
Skills Required
- 3+ years experience as a product-minded designer
- Strong experience designing complex B2B/fintech/wealth management or advisor platforms
- Experience leading discovery through stakeholder interviews, user conversations, workflow analysis, and prototype testing
- Proven ability to translate quantitative and qualitative insights from tools like Fullstory into design decisions
- Ability to simplify dense financial data without losing accuracy or trust
- Strong understanding of data visualization, tables, filters, dashboards, and workflow-heavy applications
- Experience using Figma or similar design and prototyping tools
- Direct experience using session replay and analytics tools (e.g., Fullstory, Amplitude, Mixpanel)
- Experience creating or evolving design systems for fintech, SaaS, or enterprise platforms
- Hands-on familiarity with frontend concepts and technologies (React, TypeScript, Material UI, or similar)
- Strong communication and interpersonal skills; ability to collaborate across teams
- A portfolio demonstrating strong product thinking (not just visual polish)
- Comfort working with engineering teams and understanding implementation constraints
- Chicago-based, hybrid role (work from Chicago office ~3 days/week)
- Prior experience in financial services or knowledge of structured notes, derivatives, annuities, or advisor platforms
What the Team is Saying
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Halo Investing Compensation & Benefits Highlights
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Leave & Time Off Breadth — Feedback suggests flexible/unlimited PTO and company holidays are emphasized and practically supported. Hybrid work norms further enable time away without undue friction.
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Parental & Family Support — Feedback suggests paid parental leave for both primary and secondary caregivers, adoption assistance, and family-friendly amenities are available. These offerings indicate thoughtful support for caregiving and family needs.
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Equity Value & Accessibility — Feedback suggests stock options are broadly granted across roles with standard vesting and occasional refresh opportunities. This can increase the long-term value of total rewards for many employees.
Halo Investing Insights
What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
