Senior Product Designer

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About Us:
Named by Fast Company in its Top 10 Most Innovative FinTech Companies, Halo Investing is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial advisors, wealth managers and RIA's access to structured notes, buffered ETFs, and annuities. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace.
In October 2021, Halo announced that it raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
Halo is based in Chicago, with offices in Zurich and Abu Dhabi. We've balanced tremendous growth with strong company culture to create a uniquely motivated, dynamic, and proactive team. Above all, we value collaboration, communication, and passion!
About the Role
As a Senior Product Designer - Onboarding & User Research you will be tasked with becoming obsessed with our RIA users and how they interact with our SaaS marketplace. We are looking for someone to help shape the user research practice at Halo, while working with agile product & engineering teams to build a best-in-class onboarding experience. Are you passionate about solving complex problems and building the next generation of financial tools? Then read on, we're looking for you!
Primary Responsibilities:

 

  • Lead the best practices for user research within the product organization that will help identify opportunities for product improvement for users.
  • Conduct user interviews to gain a deep understanding of the Halo users.
  • Report to the Lead Product Designer and collaborate with other designers to ensure parity with the design system and vision of the product.
  • Collaborate with product management and business stakeholders to identify problem statements and conduct user discovery to build best-in-class solutions.
  • Craft user journeys, personas, wireframes, responsive high-fidelity prototypes that align to user and business needs.
  • Closely work with engineers to manifest design into features.

Required Education and Experience:

 

 

  • Ideal candidate has 5+ years of experience and has led design research projects in the past.
  • Fluent in design tools such as Figma and Miro. Familiarity with Adobe products is a plus.
  • Experience working in a SaaS or similar agile product development environment.
  • Previous startup experience is a plus.
  • Strong written and verbal communication skills.

Benefits:

 

 

  • Competitive Compensation
  • Comprehensive Medical and Dental
  • 401k Program
  • Unlimited PTO
  • Paid Parental Leave
  • Flexible Hybrid WFH Environment
  • Fun & Exciting work environment, including free snacks and onsite pop-a-shot
  • Flexible and highly collaborative work environment

Halo Values Diversity and Inclusion. 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 disability or special need when applying for a role or during our recruitment process, please contact us.

 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • CSSLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • TypeScriptLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • ReduxLibraries
    • FlaskFrameworks
    • JestFrameworks
    • Next.jsFrameworks
    • PostgreSQLDatabases
    • AWS (Amazon Web Services)Services
    • GitLabServices
    • New RelicServices
    • Google AnalyticsAnalytics
    • FigmaDesign
    • MiroDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • Salesforce PardotCRM
    • Adobe CampaignLead Gen

Location

Open concept and modern building in the heart of the Loop, Chicago's financial district. Close to Ogilvie, Union Station, and all CTA lines. Plenty of great lunch and happy hour locations within a stone's throw! A parking lot is available directly next to the office.

An Insider's view of Halo Investing

How would you describe the company’s work-life balance?

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

Matt

Product Development Lead

What projects are you most excited about?

I’m working closely with the marking team on a campaign to raise awareness about Halo’s first-of-its-kind Structured Note SMA Marketplace. It spotlights some of our most valued partners & raises awareness of our revolutionary platform. I take pride knowing we’re gaining traction in the territory through our marketing & sales teams’ collaboration.

Evan

Business Development Representative

How has your career grown since starting at the company?

Joining Halo has given me the incredible opportunity to grow my career in CRM and marketing automation with a talented, dedicated team. In my two years at Halo, I’ve progressed into the Senior CRM Marketing Manager role and own the MarTech processes, implementation, and reporting for a high-growth Chicago startup full of opportunity.

Victoria

CRM Manager

What is your vision for the company?

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world.

Our motto is "impact before profits" and we live by that every day.

It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema

President and Co-Founder

How do your team's ideas influence the company's direction?

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.

Jeremy

Regional Vice President, Sales

What are Halo Investing Perks + Benefits

Halo Investing Benefits Overview

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Flexible PTO
• Paid Parental Leave
• Pet Insurance and other voluntary insurance
• Hybrid WFH Environment
• Fun & Exciting work environment, including lots of free snacks and coffee
• Flexible and highly collaborative work environment

Culture
Volunteer in local community
Halo holds an organized volunteer event once a quarter. Recent events include a Lake Michigan beach clean up, a 5k to raise money for PAWS (a no-kill animal shelter), and a food drive. More to come!
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Hybrid work model
In-person all-hands meetings
We hold a quarterly Town Hall meeting that covers a comprehensive company update.
Flexible work schedule
Remote work program
Diversity
Mandated unconscious bias training
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Adoption Assistance
Company sponsored family events
Vacation + Time Off
Unlimited vacation policy
Generous PTO
We offer "flexible PTO" meaning we don't limit your yearly use.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Snacks and drinks
Company-sponsored happy hours
Recreational clubs
Mother's room
Onsite gym
Professional Development
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications
Halo covers the cost of the various Series tests required for our employees.

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