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Staff UX Designer

HALO INVESTING


Job Location:

Chicago, IL - USA

Monthly Salary: $ 85000 - 110000
Posted: 12 July 2026 (30+ days ago)
Application Deadline: 23 October 2026
Vacancies: 1 Vacancy

Job Summary

Halo Investing is looking for a Chicago-based Staff UX Designer to lead the design vision for Halos 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 teamto define user problems validate opportunities and shape product direction before solutions are built.
  • Run or support discoverythrough stakeholder interviews user conversations workflow analysis competitive research and prototype testing.
  • Own the end-to-end user journeyfor 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 mechanicsinto clear workflows product pages dashboards comparison tools charts tables and reporting experiences.
  • Design intuitive experiencesfor structured note discovery comparison analysis education and advisor/client-facing communication.
  • Help define scalable UX patternsfor search filtering product comparison scenario analysis lifecycle events issuer data performance views and reporting.
  • Create wireframes prototypes journey maps high-fidelity designs and interaction modelsthat communicate both the user experience and the product intent.
  • Work closely with Engineering teamto ensure designs are practical scalable and well-implemented
  • Maintain and expand the design systemusing Figma to help build a cohesive framework for the engineering team to work from.
  • Collaborate with Sales Trading and Complianceto ensure Halos platform supports business workflows while meeting the needs of a regulated financial environment.
  • Identify friction in existing workflowsand turn complex financial data into experiences that are easier to understand explain and act on.
  • Think beyond the current releaseby 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 designerwho 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 insightsfrom tools like Fullstory into design decisions and product improvements.
  • Ability to simplify dense financial datawithout 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 Figmaor similar design and prototyping tools.
  • Comfort working with engineering teamsand 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 systemsfor 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


Halos 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 Halos downtown Chicago office.
  • Work with a great team in an exciting work environment.
  • Competitive compensation package: base salary of $ plus eligibility for annual bonus based on personal and business objectives. (Please note: Salary data is a general guideline. Halos 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: .




Required Experience:

Staff IC


About Company

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Halo’s platform provides custom protective investments for advisors worldwide. Access 100+ professionals, 40+ banks & partners and $12.5Bn+ transactions since 2015. Try the Protective Investing Platform today!

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