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.
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