UX/UI Designer

📍 Job Overview

Job Title: UX/UI Designer

Company: BHG Financial

Location: Remote

Job Type: Full-time

Category: Go-to-Market Operations (GTM Ops) / Digital Experience Operations

Date Posted: 2025-09-10T00:00:00

Experience Level: Mid-Level (2-5 years)

Remote Status: Remote

🚀 Role Summary

• Spearhead the design and iteration of intuitive, user-centered experiences for complex financial products across web and mobile applications, focusing on enhancing the digital customer journey.

• Integrate cutting-edge AI tools within design workflows to accelerate prototyping, streamline iteration cycles, and improve overall user outcome efficiency.

• Collaborate closely with product owners, engineers, and stakeholders to translate intricate business requirements into elegant, user-friendly digital solutions.

• Conduct rigorous user research and usability testing to gather data-driven insights, informing design decisions and ensuring alignment with user needs and business objectives.

• Maintain visual consistency and brand integrity across all digital platforms, including the AEM-powered portal, adhering to W3C web accessibility standards.

📝 Enhancement Note: While the core function is UX/UI Design, the emphasis on transforming complex financial products, integrating AI into workflows, and improving user outcomes points to a role with a strong operational impact on the digital customer experience and go-to-market strategy. This role requires a blend of creative design and process-oriented thinking to drive efficiency and effectiveness in digital product delivery.

📈 Primary Responsibilities

• Partner with Product Owners, Engineering teams, and key stakeholders to meticulously gather and analyze user requirements, translating them into actionable design specifications.

• Develop comprehensive UX artifacts, including detailed user journey maps, defined user personas, compelling storyboards, intricate process flows, and organized sitemaps to visualize user interactions and system architecture.

• Design and build interactive prototypes for web and mobile applications utilizing Figma, leveraging its advanced features such as Figma Make and FigJam for enhanced collaboration and rapid iteration.

• Proactively integrate AI-powered design tools and methodologies into the daily workflow to automate repetitive design tasks, accelerate prototyping cycles, and discover innovative design solutions.

• Execute and synthesize findings from usability testing sessions to validate design concepts, identify usability friction points, and translate feedback into concrete, actionable design improvements that enhance user satisfaction.

• Ensure unwavering visual consistency and adherence to brand guidelines across all digital touchpoints, including the company's Adobe Experience Manager (AEM)-powered portal.

• Transform complex business requirements and financial product intricacies into elegant, scalable, and user-friendly solutions for web platforms, mobile applications, and internal operational tools.

• Design digital interfaces and experiences with a strong commitment to W3C web accessibility standards, actively providing recommendations and solutions to bring existing applications and designs up to compliance.

• Prepare and articulate clear, concise, and persuasive design iterations and presentations to internal teams and key external stakeholders, effectively communicating design rationale and impact.

📝 Enhancement Note: The responsibilities highlight a strong emphasis on process development and optimization within the design lifecycle. Responsibilities like "creating UX artifacts," "integrating AI tools into design workflows," and "conducting usability testing to validate design direction" are core to operationalizing the design process for maximum efficiency and impact.

🎓 Skills & Qualifications

Education:

Experience:

• A minimum of 3 years of professional experience specifically in UX/UI Design, with a proven track record of designing and shipping successful digital products.

Required Skills:

• Expert proficiency in Figma: Including advanced features, plugins, and the ability to leverage its AI-enhanced capabilities (e.g., Figma Make) for accelerated design and prototyping.

• User Research & Usability Testing: Proven ability to conduct user research, plan and execute usability tests, and synthesize qualitative and quantitative data to drive design decisions.

• UX Artifact Creation: Skilled in producing comprehensive UX deliverables such as user journey maps, personas, wireframes, storyboards, and interactive prototypes.

• Data-Driven Design Acumen: Ability to interpret web experience Key Performance Indicators (KPIs) and analytics data to inform design strategies and measure success.

• Cross-Functional Collaboration: Excellent communication and interpersonal skills, with a demonstrated ability to collaborate effectively with cross-functional teams including marketing, sales, product, and development.

• Visual Design & Branding: Strong understanding of visual design principles, typography, color theory, and the ability to maintain brand consistency across diverse digital platforms.

Preferred Skills:

• AI Integration in Design: Demonstrated experience and understanding of how to leverage AI tools and techniques to enhance design workflows, automate tasks, and improve prototyping efficiency.

• Adobe Experience Manager (AEM): Familiarity or experience with AEM is a significant plus, particularly in understanding its implications for content management and digital experience delivery.

• Fintech/Financial Services Design: Prior experience designing for platforms within the fintech, banking, or insurance sectors, demonstrating an understanding of the unique user needs and regulatory considerations.

• UserTesting.com: Experience utilizing platforms like UserTesting.com for remote usability testing and feedback collection.

• Web Accessibility Standards: Knowledge of W3C standards for web accessibility (WCAG) and experience designing for inclusive digital experiences.

📝 Enhancement Note: The emphasis on Figma, particularly its AI features, alongside AEM, suggests a tech-stack familiarity that is crucial for operationalizing design within larger content management systems. The preference for fintech experience indicates a need for understanding industry-specific user behaviors and regulatory environments, which are key operational considerations.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• A robust portfolio showcasing a minimum of 3-5 significant web and mobile application design projects, demonstrating a clear progression from research and ideation to final implementation.

• Projects should highlight the application of user-centered design principles and methodologies, with a focus on solving complex user problems.

• Evidence of design process documentation, including wireframes, user flows, prototypes, and final UI designs, with clear explanations of design decisions and their rationale.

• Examples demonstrating the integration of AI tools or innovative approaches to accelerate the design process or enhance user outcomes.

Process Documentation:

• Showcase examples of designed workflows or process maps that illustrate how user journeys were mapped and optimized.

• Include documentation that details usability testing methodologies, participant recruitment, and how feedback was synthesized to inform design iterations.

• Demonstrate an understanding of how to document and maintain design systems or style guides for consistent application across projects.

📝 Enhancement Note: The requirement for a portfolio that details process, AI integration, and measurable outcomes is a direct reflection of the operational expectation for this role. It's not just about the final designs, but the systematic and efficient approach taken to achieve them, including leveraging new technologies like AI for process improvement.

💵 Compensation & Benefits

Salary Range:

Benefits:

• Comprehensive Medical, Prescription, Dental, and Vision coverage for employees and eligible family members, emphasizing employee well-being.

• Competitive Paid Time Off (PTO) and vacation policies designed to support work-life balance and employee rejuvenation.

• Unique "Wellness Weekends" with one Friday off each month, fostering proactive health and mental well-being.

• Company-sponsored 401(k) plan with employer contributions, supporting long-term financial planning and retirement security.

• Access to company-sponsored training and certification opportunities, encouraging continuous professional development and skill enhancement in relevant design and technology areas.

• Recognition and rewards through quarterly award ceremonies celebrating top achievers with additional bonuses, fostering a performance-driven culture.

Working Hours:

• Standard full-time work hours are expected, likely aligning with a 40-hour work week. While the role is remote, adherence to core business hours for collaboration with cross-functional teams, particularly during critical project phases or team meetings, will be important. Flexibility may be available for individual deep work sessions.

📝 Enhancement Note: The salary range is an estimate based on general US market data for experienced UX/UI designers in the tech/finance sector. Specific compensation will depend on the candidate's qualifications, interview performance, and alignment with BHG Financial's internal compensation structure. The benefits package is highly attractive, with a strong emphasis on employee well-being and professional development, which are key drivers for attracting and retaining talent in specialized operational roles.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Fintech. BHG Financial operates in a dynamic sector that requires innovation, robust data security, and a deep understanding of customer financial needs. This context implies a need for user experience that is both intuitive and trustworthy.

Company Size: BHG Financial is a growing organization, indicated by its culture of employee development and its commitment to providing comprehensive benefits. A mid-size to large company structure suggests established processes but also opportunities for impact and growth.

Founded: Founded in 2001, BHG Financial has a history of adapting and expanding its services from its initial focus on the medical industry to serving a broader range of high-earning professionals and small businesses. This longevity points to a stable yet evolving company culture.

Team Structure:

• The UX/UI Designer will likely be part of a Product or Digital Experience team, working closely with Product Managers, other Designers, Engineers, and potentially Marketing or Sales Operations specialists.

• Reporting structure typically involves a Design Lead or Head of Product/Digital, with direct collaboration across engineering and product management functions.

Methodology:

• Data Analysis & Insights: The company emphasizes a data-driven approach, leveraging analytics and proprietary modeling to inform lending decisions and customer solutions. This translates to a design process that relies heavily on user data, A/B testing, and performance metrics to validate and iterate on designs.

• Workflow Planning & Optimization: Expect a focus on designing efficient and streamlined workflows for users interacting with financial products. The role involves optimizing user journeys to reduce friction and improve task completion rates.

• Automation & Efficiency: The explicit mention of integrating AI into design workflows highlights a commitment to leveraging technology for efficiency gains and faster product development cycles.

Company Website: BHG Financial Website

📝 Enhancement Note: The company's history and expansion suggest a culture that values adaptability and innovation within the financial services space. The emphasis on data and customer-centricity aligns well with the operational needs of a UX/UI designer focused on driving digital engagement and conversion.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a Mid-Level UX/UI Designer, signifying a period of significant skill development and increasing responsibility. Professionals at this level are expected to independently manage design projects, contribute to strategic discussions, and mentor junior designers.

Reporting Structure: The designer will typically report to a Design Manager or a Head of Product/Digital. Collaboration will be extensive with Product Managers, Engineers, and potentially other operations teams (e.g., Marketing Operations, Sales Operations) to ensure cohesive digital experiences that support Go-to-Market (GTM) strategies.

Operations Impact: The UX/UI Designer directly influences the company's digital customer acquisition and retention efforts. By creating seamless and effective user experiences, this role impacts key operational metrics such as conversion rates, customer satisfaction, user adoption of financial products, and overall digital revenue generation. The integration of AI also points to an operational focus on efficiency and innovation in the design process itself.

Growth Opportunities:

• Specialization: Deepen expertise in financial services UX/UI, AI-driven design, or accessibility design.

• Leadership: Progress into a Senior UX/UI Designer role, leading larger projects, or managing a design team.

• Cross-Functional Transition: Opportunities to move into Product Management, UX Research Lead, or even Digital Product Operations roles by leveraging a strong understanding of user needs and business processes.

• Skill Development: Continuous learning through company-sponsored training, conferences, and hands-on experience with emerging design technologies and methodologies.

📝 Enhancement Note: The growth path for a UX/UI Designer in a company like BHG Financial is strongly tied to their ability to demonstrate operational impact through design. Advancing requires not just aesthetic skills but also a strategic understanding of how design drives business outcomes and operational efficiency, particularly with the integration of new technologies like AI.

🌐 Work Environment

Office Type: As a remote-first company, BHG Financial offers a fully remote work environment, providing flexibility and autonomy to its employees.

Office Location(s): While the role is remote, the company headquarters is located in Florida. Remote employees are expected to work within standard US business hours for effective collaboration.

Workspace Context:

• Collaborative Environment: Remote teams at BHG Financial foster a highly collaborative atmosphere through digital tools and structured communication channels, ensuring designers stay connected and engaged.

• Tools & Technology: Employees are provided with access to necessary design software, collaboration platforms, and potentially hardware to facilitate productive remote work. The company's tech stack includes Figma and AEM.

• Team Interaction: Regular virtual team meetings, design reviews, and cross-functional syncs are integral to the remote work experience, ensuring designers have ample opportunities to interact with colleagues and stakeholders.

Work Schedule:

• A remote, full-time schedule is standard. While specific hours can offer flexibility for individual work patterns, core availability during US business hours is crucial for synchronous collaboration with product, engineering, and stakeholder teams.

📝 Enhancement Note: For a remote UX/UI Designer, success hinges on proactive communication and effective utilization of digital collaboration tools. The company's structure implies a need for self-discipline and a results-oriented approach to managing one's workload and contributions within a distributed team.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A brief call with HR or a recruiter to assess basic qualifications, cultural fit, and interest in the role.

• Portfolio Review & Technical Interview: A deep dive into the candidate's portfolio, focusing on design process, problem-solving methodologies, user research, and the use of tools like Figma. This stage often includes discussing specific projects and rationale.

• Design Challenge/Case Study: Candidates may be asked to complete a take-home design exercise or a live design challenge to evaluate their practical skills, creative thinking, and ability to apply design principles to a specific problem. This could involve a prompt related to financial products or AI integration.

• Cross-Functional Interviews: Meetings with Product Managers, Engineers, and potentially other stakeholders to assess collaboration skills, communication effectiveness, and understanding of the product development lifecycle.

• Final Interview: A discussion with senior leadership or the hiring manager to confirm overall fit, career aspirations, and alignment with company values.

Portfolio Review Tips:

• Storytelling: Structure your portfolio presentations to tell a compelling story for each project. Clearly articulate the problem, your role, the process you followed, your design decisions, and the measurable outcomes.

• Process Over Polish: While polished final designs are important, demonstrating a robust, iterative design process (research, wireframing, prototyping, testing) is often more critical for operations-focused roles.

• Quantify Impact: Whenever possible, use data and metrics to demonstrate the impact of your design solutions. This could include improvements in conversion rates, user engagement, task completion times, or reduction in support tickets.

• AI Integration Showcase: If you have projects where you've successfully integrated AI into your design workflow, highlight these explicitly. Explain the tools used, the benefits achieved (e.g., speed, efficiency, new insights), and the impact on the outcome.

• Accessibility Focus: Include examples that demonstrate your commitment to web accessibility standards.

Challenge Preparation:

• Understand the Context: If given a design challenge, thoroughly research BHG Financial, its products, and its target audience. Consider the company's emphasis on AI and user-centricity.

• Structure Your Approach: Plan how you will tackle the challenge, outlining key steps: understanding the brief, research (even if simulated), ideation, design, and justification.

• Focus on Process: Demonstrate your thought process and decision-making. It's often more important to show how you arrive at a solution than to present a perfect final result within a limited time.

• Communicate Effectively: Practice articulating your design choices clearly and concisely, as if presenting to stakeholders. Be prepared to answer questions about your approach and rationale.

📝 Enhancement Note: For an operations-minded interviewer, the portfolio and design challenge are evaluated not just on creative output but on the efficiency, scalability, and impact of the design process. Demonstrating an ability to leverage tools like Figma and AI to achieve business objectives will be key.

🛠 Tools & Technology Stack

Primary Tools:

• Figma: The core design and prototyping tool. Proficiency required in its full suite, including advanced features, collaboration tools (FigJam), and emerging AI capabilities (Figma Make).

• UserTesting.com (or similar): For conducting remote usability testing and gathering user feedback efficiently.

• Adobe Experience Manager (AEM): Familiarity is preferred, indicating an understanding of content management systems and their role in delivering digital experiences.

Analytics & Reporting:

• Web Analytics Platforms (e.g., Google Analytics, Adobe Analytics): Ability to interpret data from these platforms to understand user behavior and measure design effectiveness.

• Data Visualization Tools (e.g., Tableau, Power BI): While not explicitly mentioned, experience with tools that help visualize user data and performance metrics is beneficial.

CRM & Automation:

• CRM Systems (e.g., Salesforce): Understanding how UX/UI design impacts customer data within CRM systems is advantageous.

• Project Management & Collaboration Tools (e.g., Jira, Asana, Slack): Essential for working within agile teams and facilitating remote communication and task management.

📝 Enhancement Note: The emphasis on Figma and its AI features, alongside AEM, points to a modern and efficient digital product development stack. Understanding how design integrates with these systems is crucial for operational success.

👥 Team Culture & Values

Operations Values:

• Data-Driven Decisions: A core value is leveraging data and analytics to inform all design choices, ensuring that user experiences are optimized for performance and user satisfaction.

• Efficiency & Innovation: The company actively seeks to improve processes and outcomes through technology, particularly AI, valuing designers who can contribute to operational efficiency and explore innovative solutions.

• Customer-Centricity: BHG Financial is deeply committed to understanding and serving its customers' financial needs, expecting designers to embody this by creating empathetic and effective user experiences.

• Collaboration & Teamwork: A strong emphasis on positive mental attitude (PMA) and being a team player means designers are expected to contribute positively to team dynamics and collaborate effectively across departments.

Collaboration Style:

• Cross-Functional Integration: Designers are expected to work closely with product managers, engineers, marketing, and sales teams, fostering a collaborative environment where design input is integrated early and often into the product development lifecycle.

• Feedback & Iteration: A culture that embraces constructive feedback and iterative design processes, encouraging designers to share their work, receive input, and refine solutions based on team and user insights.

• Knowledge Sharing: Encouraging the sharing of best practices, design trends, and learnings from user research or AI tool implementation to foster collective growth and maintain high standards.

📝 Enhancement Note: The company's values, particularly PMA, team player, and a data-driven approach, suggest a work environment that is both results-oriented and supportive. Designers who can demonstrate these qualities will likely integrate well into the team.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing Complexity with Simplicity: Translating intricate financial products and regulations into intuitive, user-friendly interfaces for a diverse professional clientele presents a continuous design challenge.

• AI Integration Optimization: Effectively integrating AI into design workflows to achieve tangible efficiency gains and enhance user outcomes requires ongoing experimentation and adaptation to new tools and methodologies.

• Cross-Functional Alignment: Ensuring design vision and user needs are consistently understood and prioritized across various departments (e.g., engineering, marketing, compliance) requires strong communication and negotiation skills.

• Maintaining Accessibility Standards: Continuously ensuring all digital products meet evolving web accessibility standards (WCAG) across different platforms and devices requires diligent attention to detail and proactive design.

Learning & Development Opportunities:

• Specialized Training: Access to company-sponsored training and certifications in advanced UX/UI design techniques, AI in design, accessibility, and relevant financial technology trends.

• Industry Exposure: Opportunities to attend industry conferences, webinars, and workshops to stay abreast of the latest design tools, methodologies, and best practices in fintech and digital experience.

• Mentorship & Skill Advancement: Potential for mentorship from senior designers or product leaders, coupled with hands-on experience on challenging projects that foster rapid skill development and career progression within the operations and digital experience domain.

📝 Enhancement Note: The challenges are directly related to the operational aspects of digital product development in a regulated industry, emphasizing the need for strategic thinking and continuous learning to navigate complexity and leverage new technologies.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you used AI to significantly improve your design process or a user's experience. What tools did you use, and what were the quantifiable outcomes?" (Preparation: Be ready to discuss specific AI tools, your workflow adjustments, and provide metrics like time saved, iteration speed, or user satisfaction improvements.)

• "How do you approach designing for complex financial products? Walk me through your process from initial requirements to final implementation, focusing on user research and validation." (Preparation: Detail your UX artifact creation process, user research methodologies, and how you ensure both user needs and business requirements are met.)

Company & Culture Questions:

• "What interests you about BHG Financial, and how do your design philosophy and approach align with our values of PMA, team player, and data-driven decision-making?" (Preparation: Research BHG's mission, values, and recent achievements. Connect your personal work ethic and design approach to these principles.)

• "How do you handle constructive criticism or conflicting feedback from stakeholders or team members during the design process?" (Preparation: Emphasize active listening, seeking to understand different perspectives, and using feedback to refine designs collaboratively.)

Portfolio Presentation Strategy:

• Project Prioritization: Select 2-3 projects that best showcase your skills in Figma, AI integration, UX research, and designing for complex products.

• Process Clarity: For each project, clearly outline the problem statement, your specific role, the user research and validation methods used, your design process, key decisions, and the final outcomes with measurable results.

• Interactive Walkthrough: Be prepared to walk through your prototypes or key screens, explaining your design choices and how they address user needs and business objectives.

• AI Integration Highlight: Specifically call out any instances where AI tools were used to enhance efficiency, generate ideas, or improve the final output.

• Conciseness and Engagement: Deliver your presentation engagingly, keeping it focused and interactive, allowing time for questions.

📝 Enhancement Note: Interview preparation should focus on demonstrating not just design talent but also an operational mindset – how you use processes, tools, and data to achieve business outcomes efficiently and effectively.

📌 Application Steps

To apply for this operations-focused UX/UI Designer position:

• Submit your application through the provided application link on lever.co.

• Curate Your Portfolio for Operations Impact: Select and refine portfolio pieces that clearly demonstrate your process, problem-solving skills, and quantifiable impact. Highlight projects where you improved efficiency, user conversion, or streamlined complex workflows. Specifically showcase any work involving AI integration in design.

• Optimize Your Resume for Operations Keywords: Ensure your resume uses relevant keywords such as UX/UI Design, Figma, AI Integration, User Research, Usability Testing, Prototyping, Wireframing, Agile Methodologies, Data-Driven Design, and Fintech. Quantify your achievements with metrics whenever possible to showcase operational effectiveness.

• Prepare for a Process-Oriented Interview: Anticipate questions about your design process, how you use tools like Figma and AI, your approach to user research and testing, and how you collaborate with cross-functional teams. Practice articulating your design decisions and their impact on business operations.

• Research BHG Financial's Operations and Culture: Understand the company's history, its position in the financial services industry, and its core values. Consider how your design approach can support their strategic goals and operational efficiency.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.