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© All Rights Reserved. ApplyBlast.com
smartleaf
The Client Operations Manager serves as a strategic advisor and subject matter expert to wealth management firms, ensuring clients maximize platform adoption and optimize portfolio operations. This role involves managing daily software use, providing white-glove support, and acting as an internal and external escalation contact for complex issues. The position focuses on empowering clients to derive real value from the system while maintaining accurate and timely support.
Headquarters
Boston, Massachusetts, United States
Company Size
11-50 employees
Founded
1999
Smartleaf, Inc. offers an automated portfolio rebalancing platform designed to deliver tax-optimized portfolio management and scalable customizations. The service enables personalized, tax-efficient portfolios at scale, simplifying complex tax-sensitive investment decisions. By automating rebalancing and tax optimization, Smartleaf aims to help financial professionals achieve better after-tax outcomes for their clients. Based in Boston, Smartleaf focuses on making tax-optimized investing accessible and scalable.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for smartleaf.
4% below the average for this role