Design Lead

About the role

We are looking for a personal financial planning professional (Certified Financial Planner™ preferred) who will lead our client advising efforts. You will serve as a fiduciary, working with clients to provide holistic advice on areas including saving, retirement, debt management, and investments. This is a front-line position helping clients, making it one of the most important roles at the company.

About You

We are especially interested in candidates with experience building web APIs with Go or experience with functional programming (e.g., Elixir, NodeJS, Clojure, F#). You may not have experience with all the technologies in our stack, but you are motivated to learn deeply. You will have the opportunity to work with both Go and Elixir alongside experienced teammates who can teach and pair with you.

You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best engineering practices possible. While not everything can be perfect, you ensure you always understand the trade-offs.

Responsibilities

• Enhance or improve user experience, our site, or our service.
• Process transactions.
• Send emails about our site or respond to inquiries.
• Ensure users adhere to security and usage policies, including:
  • Keeping passwords secure and confidential.
  • Being solely responsible for user data and all activity in their account while using the service.
  • Using commercially reasonable efforts to prevent unauthorized access to their account and notifying Conclude promptly of any such unauthorized access.
  • Using the service only in accordance with Conclude’s online user guide and all applicable laws and regulations.
• Communicate updates about Conclude, including news and requests for agreement to amended legal documents (e.g., Privacy Policy and Terms of Service).

Requirements

• Experience as a personal financial planning professional (Certified Financial Planner™ preferred).
• Ability to act as a fiduciary, providing holistic advice on saving, retirement, debt management, and investments.
• Experience building web APIs with Go or experience with functional programming (e.g., Elixir, NodeJS, Clojure, F#).
• Strong focus on security, code quality, scalability, performance, and simplicity.
• Commitment to operational excellence and best engineering practices.