Head Design

Role Overview

Head Design at Techingenius. The posting emphasizes leading client advising as a fiduciary and delivering holistic personal financial planning across key areas such as saving, retirement, debt management, and investments.

Responsibilities

• Lead client advising efforts as a fiduciary.
• Provide holistic financial planning covering:
  • Saving
  • Retirement planning
  • Debt management
  • Investments
• Enhance/improve the user experience and the site/service.
• Process transactions and handle related requests.
• Send emails about the site, respond to inquiries, and send updates/news and requests related to legal documents.

Requirements

• Personal financial planning professional; Certified Financial Planner (CFP) preferred.
• Fiduciary mindset and ability to provide holistic advice.
• (From the “About You” section) Experience building web APIs with Go OR functional programming experience (examples given: Elixir, NodeJS, Clojure, F#).

Nice-to-haves / Additional Focus

• Motivation to learn deeply and work with both Go and Elixir with experienced teammates.
• Strong engineering values: security, code quality, scalability, performance, simplicity, and operational excellence.

Location

• San Francisco, CA (posting also mentions “Remote San Francisco”).