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 arguably the most important position at the company, placing you on the front lines helping clients.

About You

We are especially interested in candidates with experience either building web APIs with Go or experience with functional programming (e.g., Elixir, NodeJS, Clojure, F#). You might 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 compliance with our Privacy Policy and Terms of Service.
• Help users understand their responsibilities, 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 us promptly of any such access.
  • Using the service only in accordance with our online user guide and all applicable laws and regulations.

Requirements

• Certified Financial Planner™ (CFP) preferred.
• Experience providing holistic financial advice on saving, retirement, debt management, and investments.
• Fiduciary mindset and commitment to client best interests.
• Experience building web APIs with Go or functional programming (e.g., Elixir, NodeJS, Clojure, F#).
• Strong focus on security, code quality, scalability, performance, and simplicity.
• Motivation to learn new technologies and work collaboratively with the team.