Head Design

We are looking for a personal financial planning professional (Certified Financial Planner™ preferred) to lead our client advising efforts. You will serve as a fiduciary, providing holistic advice on saving, retirement, debt management, and investments. This is a front-line role helping clients and is arguably the most important position 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#). While you may not have experience with all technologies in our stack, 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. You understand trade-offs and ensure they are always considered, even if perfection isn’t always achievable.

Responsibilities

• Enhance or improve user experience, our site, or our service.
• Process transactions.
• Send emails about our site or respond to client inquiries.
• Ensure compliance with our Privacy Policy and Terms of Service.
• Users of Conclude must:
  • Keep passwords secure and confidential.
  • Take sole responsibility for User Data and all activity in their account while using the Service.
  • Use commercially reasonable efforts to prevent unauthorized access to their account and notify Conclude promptly of any such access.
  • Use the Service only in accordance with Conclude’s online user guide and all applicable laws and regulations.

Requirements

• Certified Financial Planner™ (CFP) preferred.
• Experience as a fiduciary providing holistic financial advice (saving, retirement, debt management, investments).
• 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.
• Commitment to operational excellence and best engineering practices.