Smartleaf and SAM are growing rapidly. Most growth to date has come through referrals, with limited marketing spend. We seek an experienced Director of Marketing to accelerate growth by driving both lead generation and strategic positioning. You will build and own the marketing strategy from the ground up.
Location: Boston candidates preferred, but we are open to considering remote candidates within the U.S.
As part of your application, please submit at least two writing samples that highlight your ability to craft compelling narratives that simplify complex topics and make them engaging for diverse audiences.
What we’re looking for: Long-form marketing or thought-leadership content (such as blogs, op-eds, case studies, or campaign narratives) that illustrate both strategic thinking and clear, persuasive storytelling.
What not to send: Technical documentation or dry, procedural writing that doesn’t reflect your ability to engage audiences. We’re looking for context-rich, free-flowing content that demonstrates vision, creativity, and precision.
Encouraged: Non-fiction, brand storytelling, or even creative writing that shows how you approach making ideas resonate with readers.
Company OverviewSmartleaf 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.
Our RIA subsidiary, Smartleaf Asset Management (SAM), leverages Smartleaf software to provide an outsourced service for the review, rebalancing and trading of personalized and tax-optimized 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 $85B in assets. SAM, launched in 2020, has $4.5B in AUM.
Key Responsibilities:Strategic Marketing- Develop and execute brand and market positioning strategy.
- Define target segments, personas, and value propositions.
- Prioritize channels and allocate budget for awareness and qualified leads.
- Create a unified messaging framework across marketing and sales.
- Monitor competitors and industry trends to anticipate shifts.
- Align marketing strategy with company objectives in partnership with leadership.
- Design, execute, and track awareness and lead generation campaigns.
- Define and monitor campaign success metrics.
- Craft compelling, differentiated content for financial-planning-focused advisors.
- Collaborate with services, product, and sales teams to produce content: white papers, blogs, webinars, social posts, email campaigns, videos, testimonials.
- Manage public relations.
- Oversee use of marketing automation tools and CRM to track and nurture leads.
- Implement SEO/SEM strategies to increase visibility.
- Partner with sales to qualify leads and optimize conversion rates.
- Build and lead a high-performing marketing team.
- Mentor and develop two junior marketers and future hires.
- Analyze market segments and refine messaging.
- Define and assess campaign performance metrics.
- Provide regular reports with insights and recommendations.
- Stay current on industry trends, competitors, and new technologies.
- 7+ years of proven B2B SaaS or professional services marketing success (wealth management preferred).
- Strategic thinker with ability to execute omni-channel campaigns.
- Exceptional writing skills; ability to explain complex ideas simply.
- Experience with SEO/SEM, social, email, and content marketing.
- Leadership ability to manage and mentor a small team.
- Impact: Shape and scale the marketing strategy of a firm transforming wealth management.
- Compensation: Competitive salary + stock options.
- Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO.
- Flexibility: Option for remote work.
Top Skills
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.
