Head Design

We are looking for a personal financial planning professional (Certified Financial Planner™ preferred) who will lead our client advising efforts. As a fiduciary, you will work with clients to provide holistic advice on saving, retirement, debt management, and investments. This is arguably the most important position at the company, placing you on the front lines of client support.

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 the 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. While not everything can be perfect, you ensure that 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.
  • Taking sole responsibility 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).
• Fiduciary experience, providing holistic advice on saving, retirement, debt management, and 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.