Head of Inbound Marketing
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 be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.
About You
We are especially interested in finding 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 get 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 us promptly of any such unauthorized access.
- Using the service only in accordance with our 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
- Certified Financial Planner™ (CFP) preferred.
- Experience in personal financial planning, with a focus on holistic advice (saving, retirement, debt management, investments).
- Fiduciary mindset and commitment to client success.
- 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 and adapt to new technologies.
Schedule
Full Time
Location
San Francisco