Company Overview :
Smartleaf is an automated portfolio management rebalancing SaaS solution that makes it possible for wealth advisors to deliver highly personalized, tax-optimized portfolio management with unprecedented expertise, scale and efficiency. Smartleaf also has a wholly-owned subsidiary, Smartleaf Asset Management (SAM), a sub-advisory RIA that leverages Smartleaf software to provide an outsourced service for the review, rebalancing and trading of portfolios.
Our solution enables wealth advisors—Registered Investment Advisors (RIAs), bank trusts, and platforms serving them—to greatly improve the quality of their portfolio management and spend much less time doing it.
Our system saves or defers more in taxes than most investors pay in wealth advisory fees. We make working with direct indexes as easy as working with ETFs. We are the first system to support automated tax-optimized portfolio management at the household level. We make multi-year tax-optimized transitions effortless. We enable a firm’s entire book to be managed by one FTE. And more.
We support an industry-wide shift away from the largely false promise of market-beating returns towards the more valuable and sustainable role of being each investor’s "lifetime financial coach." Our clients are ambitious firms that embrace this vision.
Whether clients work with Smartleaf or SAM, they typically engage us to manage their entire book. Smartleaf software is currently used to generate customized, tax-optimized trades for roughly $86B in assets. SAM, launched in 2020, has $3.6B in AUM, which is expected to exceed $20B in 2025.
Position Overview :
Smartleaf and SAM are growing rapidly. Until now, most of Smartleaf and SAM’s growth has been through referrals, with relatively little marketing spend.
We are seeking an experienced Director of Marketing to greatly accelerate our growth, primarily by increasing marketing-qualified leads. In this role, you will have the opportunity to build our marketing strategy from the ground up.
Key Responsibilities :
Your goal is for every head of wealth management to know about Smartleaf and its transformative capabilities.
Marketing Communication & Lead Generation :
Team Leadership :
Analytics and Reporting :
Qualifications :
Experience :
A proven track record in developing and managing successful B2B SaaS or professional service lead generation and market awareness programs, preferably in the wealth management industry targeting wealth advisors, RIAs, and bank trusts.
Skills and Competencies :
Why Join Smartleaf?
Application Process: Interested candidates are invited to submit their resume, cover letter, and a portfolio of relevant work to future@smartleaf.com.
Smartleaf is an equal opportunity employer.
...HSHS St. Nicholas Hospital is seeking a Registered Nurse (RN) to join our Wound/Ostomy Outpatient Clinic. Ideal candidates are patient focused, mission driven caregivers looking for an opportunity to apply clinical knowledge in a fast-paced environment. Position Specifics...
...About The Job: Virtual Sales/Scheduling/Customer Service... ...WEEKEND OPENINGS). We call our virtual sales force... ...business. Our team members work in a fast-paced... ...time. This is a work from home position. Candidates... ...of small business call center services. We provide a way...
Welcome to CommonSpirit Health Mountain Region: CommonSpirit Health Mountain Region is committed to building healthier communities, advocating for those who are poor and vulnerable, and innovating how and where healing can happenboth inside our hospitals and out in ...
...ll Do A minimum of one-year general office or administrative experience preferred. Proficiency in Microsoft Office Suite... ...reports and enter data for calculations for payroll. About US Tech Solutions: US Tech Solutions is a global staff augmentation...
...a current student nurse graduating in Fall/Winter 2025, Spring 2026, or Summer 2026 and looking to continue your nursing career at UPMC?\n UPMC Western Psychiatric Hospital is pleased to announce we are NOW HIRING Graduate Nurses as full-time Psychiatric Staff Nurses...