# Michael Surtees > Product Design Leader in Fintech Location: New York, New York, United States Profile: https://flows.cv/michaelsurtees Product Design leader specializing in complex financial systems, trading platforms, and AI-powered workflows. I lead Product Design within Clear Street Studio, defining scalable design systems, information architecture, and AI-powered workflows across the trading platform. My work spans building extensible workspace frameworks and designing 20+ workflow-driven widgets across trading, research, portfolio analytics, and risk — enabling professional traders to operate with greater efficiency and clarity. I’m particularly focused on integrating Generative AI into high-stakes financial products, translating emerging AI capabilities into trustworthy, human-centered experiences that enhance decision-making rather than disrupt it. Previously, I led UX/UI design for one of Bloomberg’s first Generative AI products, shaping the user experience for AI within a global financial ecosystem. My approach blends deep user research, Jobs To Be Done thinking, behavioral analytics, and systems design. I establish feedback loops, introduce measurable UX metrics, and align cross-functional teams around clear user problems to drive outcome-oriented product development. I care about building scalable, measurable products that improve performance and confidence in environments where precision and speed matter. ## Work Experience ### Senior Product Designer @ Clear Street Jan 2025 – Present | New York, New York, United States Lead UX strategy and product design for Clear Street’s Studio Trading platform, creating scalable, modular workspace systems supporting professional trading workflows. Designed and implemented a customizable workspace framework spanning five core environments and 20+ widgets, enabling users to adapt trading workflows as needs evolve. Led Generative AI integration initiatives within the trading platform, exploring and designing AI-powered workflows to enhance research synthesis, workflow efficiency, and decision support for active traders. Partnered closely with engineering to translate emerging AI capabilities into usable, high-trust product experiences. Drive cross-functional alignment through: • UX workshops (JTBD, journey mapping, archetype development, competitive analysis) • Collaborative sketching and concept prioritization • Clear design principles and scalable IA systems Established a data-informed design practice by introducing behavioral analytics, structured user research, and qualitative feedback loops. Mentor design and product partners while fostering a “user problem first” culture across engineering and leadership teams. Helped shift the organization toward measurable, outcome-driven product development. ### Senior Interaction Designer @ Bloomberg LP Jan 2022 – Jan 2025 | New York, United States Led cross-functional teams in designing complex financial data workflows for Bloomberg Terminal, enhancing usability and discoverability within the financial services industry. Designed of Bloomberg's first Generative AI product, "News Summaries by Bloomberg AI. Conducted user research and usability testing to redesign News Alerts and Email Subscriptions. ### Senior UX / UI Lead & Manager @ Warner Music Group Jan 2020 – Jan 2022 | New York, New York, United States Redesigned and streamlined the end-to-end workflow for external labels and internal teams on the album and track release platform, optimizing processes for metadata, audio, distribution, and validation. This resulted in faster approvals and improved operational efficiency. Implemented Lean UX and Agile methodologies, driving cross-functional collaboration across design, engineering, and product teams to enhance the design process and deliver user-centric solutions. ### Head Of User Experience Product Design @ William Hill Jan 2019 – Jan 2020 | New York City Metropolitan Area Managed the redesign of William Hill's mobile app, leading to a 31% increase in monthly active users and a significant boost in customer conversion rates. Oversaw the implementation of measurable outcomes, including OKRs, to evaluate UX impact across features. Directed a team of three designers throughout the project, achieving notable improvements in user engagement and retention. ### Senior Lead UX @ Lab49 Jan 2016 – Jan 2019 | Greater New York City Area Designed comprehensive UX solutions for critical financial systems in the financial services industry, focusing on operational risk, compliance, and CRM systems for clients such as JPMorgan Chase and Goldman Sachs. Optimized user experiences within regulatory environments, ensuring compliance and efficiency. Streamlined DTCC's rejection, allocation, and settlement workflows, minimizing transaction errors. ### Head of Design @ Dataminr Jan 2012 – Jan 2016 | Greater New York City Area Designed the monitoring and alerting platform for desktop and mobile, serving the Finance, Public Sector and News industries. ### Founder & Principal Designer @ Gesture Theory Jan 2011 – Jan 2012 | Greater New York City Area Led design direction for websites and iPad apps for clients including Forbes, Thomson Reuters, AIGA, and Etsy ### Art Director @ Behavior Jan 2010 – Jan 2011 | Greater New York City Area Designed the first Live TV iPad App for Cablevision ### Design Director @ Daylife Jan 2007 – Jan 2010 | Greater New York City Area Directed UX and visual design for news aggregation products ### Art Director @ Renegade Jan 2006 – Jan 2007 | Greater New York City Area ## Education ### BDes in Visual Communication Design University of Alberta ### Diploma in Visual Communication Medicine Hat College ## Contact & Social - LinkedIn: https://linkedin.com/in/michaelsurtees - Website: https://www.onthestroll.com/ --- Source: https://flows.cv/michaelsurtees JSON Resume: https://flows.cv/michaelsurtees/resume.json Last updated: 2026-02-23