We are a growing, dedicated team of financial professionals, mathematicians, financial engineers, software developers 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.
We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Position Overview
As Smartleaf’s Client Operations Manager, you will play a critical role in managing our clients’ daily use of the software and advisory services. You will empower clients to better utilize our innovative functionality and serve as a subject matter expert internally and externally. You will be a champion for our client base, serving as a trusted strategic advisor and subject matter expert to elite wealth management firms, maximizing platform adoption and optimizing portfolio operations. You’ll handle a mix of administrative coordination and hands-on technical troubleshooting while ensuring clients get accurate, timely, white-glove support.
Success in this role will translate to proficient Smartleaf users who are getting real value out of using the system.
We expect that a successful team member is looking to evolve in their role and responsibilities.
We strongly prefer candidates local to the Boston area. While office attendance is at the discretion of individual teams currently, we do find that onboarding and training greatly benefit from in-person interactions.
Preferred Qualifications
To be considered for this role, we will be looking for the following:
Education: Bachelor's degree or higher in a related field required.
Experience: 5+ years of SaaS customer support, relationship management or comparable experience.
Skills: You are organized and capable of managing multiple responsibilities at once. You apply sound judgement when triaging client issues and assessing their criticality. You are also a strong communicator.
Characteristics: You are self-sufficient and work well independently. You are also personable and relationship oriented. You are comfortable working with internal and external stakeholders, including executives.
Trajectory: You would like a job with room to grow and with opportunity for ownership over a specific function within Client Services.
Initial Responsibilities
Become an expert on the Smartleaf platform and its various models of use
Oversee daily production support, ensuring urgent requests are given prompt attention and resources
Triage, investigate, and respond to client inquiries and act as an escalation contact for complex issues
Contribute to and maintain reference materials
Provide ad hoc training to client firms
Keep your finger on the pulse of each client relationship
Uphold Smartleaf's reputation of being responsive, thorough, and creative
Leverage fresh perspective and prior experience to recommend internal process improvements
Please note, responsibilities are fluid and can change based on team need. We are looking for a candidate who is adaptable, eager to lend a hand, willing to position themselves as an integral member of the Smartleaf organization, and eager to grow their personal skillset.
Core Benefits
Comprehensive health, dental and vision insurance with 100% of premium and deductible covered for employees and family (copays apply)
SIMPLE IRA with 4% company match
Four weeks PTO + NYSE holidays
Flexible work-from-home policy
Work Style
If you are in-office...
Casual dress code
Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
Office shower for bike commuters
A stocked kitchen with breakfast and lunch options plus the opportunity to dazzle your coworkers with your barista skills (which is to say, we have an espresso machine!)
If you are remote...
All team meetings are by video conference
The team communicates throughout the day via messaging stream (akin to Slack), Google Meet, and Zoom
At present, some team members have chosen to be in the office a few days a week while the majority are currently remote
Visa Sponsorships
Smartleaf is unable to provide visa sponsorship now or in the future. This includes, but is not limited to, H-1B, F-1 (including OPT/CPT), J-1, or any other employment-based immigration or work authorization sponsorship. Candidates must have current and ongoing authorization to work in the United States without sponsorship.
Skills Required
- Bachelor's degree or higher in a related field
- 5+ years of SaaS customer support, relationship management, or comparable experience
- Ability to manage multiple responsibilities and prioritize client issues
- Strong written and verbal communication skills
- Ability to work independently and exercise sound judgment
- Comfort working with internal and external stakeholders, including executives
- Organized, personable, and relationship-oriented approach
- Interest in growing into ownership of a specific Client Services function
- Local to the Boston area
What We Do
Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
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