Job Description

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 :

• Design and oversee the execution and tracking of market awareness and lead generation campaigns targeting the C-suite of wealth advisors, RIAs, bank trusts, and platforms that serve them.
• Define and oversee the monitoring of campaign success metrics.
• Craft compelling, competitively differentiated content that resonates with fast growing, financial-planning-focused advisors aiming to be their clients' "lifetime financial coach”.
• Collaborate with the client services, software development, and sales teams to create a variety of content including white papers, blogs, webinars, social media posts, email campaigns, explanatory videos and client testimonials.
• Manage public relations efforts.
• Manage the use of marketing automation tools and CRM systems to track and nurture leads, focusing on advisors interested in outsourcing portfolio management tasks.
• Implement SEO/SEM strategies to improve online visibility among target audience.
• Coordinate with the sales team to qualify leads and optimize conversion rates, ensuring alignment with advisors' needs to enhance client engagement.

Team Leadership :

• Build and lead a high-performing marketing team, providing mentorship and professional development opportunities to our two junior marketing employees and any future marketing hires.

Analytics and Reporting :

• Analyze market segments to refine targeted messaging.
• Oversee the definition and analysis of metrics to assess the effectiveness of marketing campaigns.
• Oversee the preparation of regular reports for senior management, providing insights and recommendations for future initiatives.
• Stay abreast of industry trends, competitor activities, and emerging technologies to keep the company at the forefront of the market.

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 :

• Strategic Thinking: Ability to develop omni-channel marketing campaigns targeted at C-suite executives in wealth management.
• Exceptional Writing: Ability to write simply and engagingly about complex topics.
• Industry Knowledge: Understanding of the target wealth advisory market.
• Leadership: Ability to manage and mentor a small team.
• Digital Marketing Expertise: Proficiency in digital marketing channels, including SEO/SEM, social media, email marketing, and content marketing tailored to niche financial services audiences.

Why Join Smartleaf?

• Chance to Make a Difference: Play a key role in expanding and shaping the marketing strategy of a leading-edge firm that is transforming wealth management.
• Competitive Compensation: Competitive salary and stock options.
• Excellent Benefits : We offer health insurance with $0 deductibles, as well as other benefits. Market holidays + 20 days starting PTO
• Work-from-home flexibility: Hybrid in Boston strongly preferred; remote considered

Application Process: Interested candidates are invited to submit their resume, cover letter, and a portfolio of relevant work to [email protected].

Smartleaf is an equal opportunity employer.

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