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, working 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 of client support.

About You

We are especially interested in candidates with experience building web APIs using Go or with functional programming (e.g., Elixir, NodeJS, Clojure, F#). While you may not have experience with all 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 to expand your skills.

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 trade-offs are always understood and deliberate.

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.
  • Take sole responsibility 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

• Certified Financial Planner™ (CFP) preferred.
• Experience as a fiduciary, providing holistic financial 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.