We're looking for a Senior Conversational Designer to help shape and scale generative and agentic AI experiences that support financial advisors. In this role, you'll design how AI assistants communicate and behave across question answering, research and synthesis, guided workflows, recommendations, and action-oriented experiences.
Responsibilities
- Design conversational experiences for generative and agentic AI across Q&A, information synthesis, guided tasks, recommendations, and approved actions.
- Define how AI assistants should communicate, including tone, clarification, transparency, confirmation, user control, escalation, and error recovery.
- Partner with UX, interaction, visual design, and research teams to create end-to-end AI experiences.
- Design experiences that help advisors gather information, prepare for meetings, create follow-ups, and initiate workflows.
- Contribute to discovery efforts to better understand advisor needs, workflows, edge cases, and opportunities for AI support.
- Translate user and business needs into clear experience requirements for product, AI/platform, and technology teams.
- Prototype, test, and refine conversational experiences in line with the variability of generative AI.
- Create reusable conversational and behavioral patterns that support consistency across AI assistants.
- Collaborate with other conversational designers and strategists to support a cohesive AI experience ecosystem.
- Iterate based on user research, usability findings, product performance, AI evaluation, and user feedback.
Skills
- Significant experience in conversational design, UX content strategy, UX writing, interaction design, or a related digital experience field.
- Hands-on experience designing virtual assistants, conversational interfaces, generative AI, or other AI-powered products.
- Strong understanding of how LLM-based experiences differ from traditional intent-based chatbot designs.
- Ability to design both what an AI assistant says and how it behaves.
- Experience creating complex journeys that combine information, recommendations, guided tasks, and actions.
- Comfort working with both structured and unstructured enterprise data.
- Strong grasp of tone, trust, transparency, context, and user control.
- Experience with discovery, requirements definition, prototyping, testing, and iterative product development.
- Ability to turn ambiguous needs into clear principles, scenarios, and experience requirements.
- Strong collaboration and influence skills across business, product, design, and technology teams.
Preferred Skills
- Experience designing agentic AI experiences where AI can plan, recommend, use tools, initiate workflows, or perform actions with human oversight.
- Familiarity with prompting, instructions, grounding, retrieval-augmented generation (RAG), tool/function calling, and AI evaluation.
- Experience with enterprise AI platforms and large organizational deployments.
- Experience in financial services or another regulated industry.
- Experience building or scaling conversational design standards across products or teams.
- Experience working in an Agile product development environment.
Horizontal is committed to fostering a welcoming, inclusive, and equitable environment where people with diverse backgrounds, experiences, and perspectives can thrive. We value collaboration, respect, and continuous learning as part of building better experiences for everyone.
By applying for this position, you acknowledge and agree that Horizontal Talent may contact you regarding your application using automated technology, including phone calls, SMS/text messages, or email, which may be delivered by our virtual AI recruiter, Alex.
Please apply through this online posting or by visiting our Job Board at Applications will be accepted for 4 weeks. For those that join the team, we offer competitive compensation and benefits including medical, dental, vision, and retirement. Check out all we have to offer and how you can become part of the Horizontal Talent Team. The pay range for this role is $87 - $125 per hour based on qualifications and experience.
