Lead Product Designer

We are looking for a personal financial planning professional (Certified Financial Planner™ preferred) to lead our client advising efforts. As a fiduciary, you will work directly with clients to provide holistic advice on saving, retirement, debt management, and investments. This is arguably the most important position at the company, placing you on the front lines helping clients achieve their financial goals.

About You

We are especially interested in candidates with experience building web APIs using 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 should be 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. 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

Requirements

• Professional experience in personal financial planning (Certified Financial Planner™ preferred)
• Fiduciary responsibility to clients, providing holistic advice on saving, retirement, debt management, and investments
• Experience building web APIs with Go or experience with 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

Your Role

As a user of Conclude, you must:

• Keep passwords secure and confidential
• Be solely responsible for user data and all activity in your account while using the service
• Use commercially reasonable efforts to prevent unauthorized access to your account and notify Conclude promptly of any such access
• Use the service only in accordance with Conclude’s online user guide and all applicable laws and regulations