Lead Product Designer

About the role

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 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 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 the following:
  • Keep passwords secure and confidential.
  • Are solely responsible for user data and all activity in their account while using the service.
  • Must use commercially reasonable efforts to prevent unauthorized access to their account and notify Conclude promptly of any such unauthorized access.
  • May use the service only in accordance with Conclude’s online user guide and all applicable laws and regulations.
• Handle requests for agreement to amended legal documents, such as the Privacy Policy and Terms of Service.
• Send emails and updates about Conclude, including news and requests for agreement to amended legal documents.

Requirements

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 areas including saving, retirement, and debt management.