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. You will serve as a fiduciary, providing holistic advice to clients 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 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. 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 inquiries.
- Ensure compliance with our Privacy Policy and Terms of Service.
- Guide users on security practices, including password confidentiality, unauthorized access prevention, and prompt reporting of security incidents.
- Ensure users comply 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.