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 Implementation Project Manager, you will play a critical role in onboarding new client firms, while serving as a subject matter expert and point of contact while providing our clients with a successful and delightful experience.
Your primary objective will be to drive high-impact enterprise onboarding, leading multi-million-dollar FinTech implementations from technical architecture to go-live. You will solve complex data integration, custodial API, and workflow automation challenges alongside financial engineers. You will balance Smartleaf and client objectives while collaborating with internal and external stakeholders and executing on a defined project plan.
Success in this role will lead to client implementations being completed on schedule and new clients extracting value from the system right away.
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 experience with enterprise SaaS implementations or project management. Prior experience in Financial Services or FinTech and experience with enterprise clients, and high ARR clients is preferred.
Skills: You are organized, a great communicator, able to multitask, can prioritize competing demands to manage your time and responsibilities well.
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 are eager to learn and looking for a job with room to grow.
Initial Responsibilities
Understand client requirements and objectives; translate into an actionable project plan
Manage the project lifecycle (sales to service transition, planning, execution, monitoring, closure)
Establish and maintain relationships with internal/external stakeholders
Partner with internal specialists to execute on the project plan
Set expectations of internal and external stakeholders; hold teams accountable for deadlines and deliverables
Continuously report on project status, including progress to plan and hours spent
Identify issues and mitigate risks; develop contingency plans as needed
Document lessons learned and recommend 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 experience with enterprise SaaS implementations or project management
- Prior experience in financial services or FinTech
- Experience with enterprise clients and high ARR clients
- Strong organization, communication, multitasking, prioritization, and time management skills
- Ability to work independently and manage internal and external stakeholders, including executives
- Current and ongoing authorization to work in the United States without sponsorship
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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