Smartleaf is transforming wealth management with software and services that make personalized, tax-optimized portfolio management scalable and efficient. Our SaaS platform and sub-advisory RIA enable wealth advisors to deliver household-level tax management, multi-year tax transitions, and customized portfolios with unprecedented ease.
Position OverviewWe are seeking a writer with exceptional ability to explain complex topics simply, correctly, and engagingly. This role blends thought leadership, client communications, and marketing support. The ideal candidate is a natural explainer—comfortable moving between financial, technical, and policy subjects and producing clear, long-form narratives.
We value writers who can explain complex ideas with clarity and style. Exemplars include Matt Levine, Paul Krugman, and Patrick McKenzie—not because we want clones, but because they show how complex subjects can be made simple, correct, and engaging.
Key Responsibilities- Write thought leadership posts on topics at the intersection of finance, technology, and policy.
- Draft and edit responses to RFIs and RFPs.
- Oversee and improve written communication across client communications, marketing, and sales outreach.
- Collaborate with subject-matter experts to produce accurate, engaging explanations of complex ideas.
- Ensure consistency of tone, clarity, and persuasiveness across all company writing.
- Demonstrated ability to write about complex topics in a simple, engaging way.
- Experience with finance, economics, technology, or related analytical domains preferred.
- Portfolio that includes long-form explanatory writing—beyond technical documentation and beyond marketing material.
- Versatility in tone and audience: can write thought leadership, persuasive client communication, and narrative explanation.
- Familiarity with wealth management, economics, or SaaS products a plus but not required.
Applicants must provide writing samples that demonstrate clarity, accuracy, and engagement.
What we’re looking for:
Long-form explanatory pieces on complex topics (published or unpublished) that demonstrates clarity of thought, storytelling ability, and a knack for keeping readers engaged while unpacking complicated ideas.
Fictional or narrative writing that demonstrates creativity and storytelling skill.
Any work that shows the ability to make technical or financial material accessible to non-specialists.
What not to send:
Solely or purely technical documentation (it doesn’t give us enough sense of your ability to explain complexity in a free-flowing, engaging style). Avoid overly generic or filler phrases—we’re interested in original, thoughtful writing. We’re looking for context-rich, free-flowing content that demonstrates vision, creativity, and precision.
- Impact: Shape the voice of a firm changing wealth management.
- Creative Freedom: Opportunity to tackle sophisticated topics with clarity and style.
- Compensation & Benefits: Competitive salary, stock options, health insurance with $0 deductible, market holidays + 20 days PTO.
- Flexibility: Boston preferred; remote considered.
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.
