Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation’s largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares.

We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system.

We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

Oct 25, 2021  
We are a rapidly growing, dedicated team of financial engineers, mathematicians, software developers and visionaries working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors. Our automated rebalancing workflow is used to manage over $50 billion, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares. Our wholly owned subsidiary, Smartleaf Asset Management LLC (SAM), is a sub-advisory service that uses our software to make portfolio management frictionless for wealth advisors and their clients. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.   About the Role As Smartleaf's Marketing Manager, you will have an exceptional opportunity to be immersed in all...
Smart Leaf Remote Full time