Head Design
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#). While you may not have experience with all the technologies in our stack, you should be motivated to learn deeply. You’ll 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.
Users of Conclude must:
- Keep passwords secure and confidential.
- Be solely responsible 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 unauthorized access.
- Use the Service only in accordance with Conclude’s online user guide and all applicable laws and regulations.
Requirements
- Personal financial planning professional (Certified Financial Planner™ preferred).
- Fiduciary experience, providing holistic advice on saving, retirement, debt management, and investments.