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© All Rights Reserved. ApplyBlast.com
smartleaf
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 to ensure a successful client experience. Your primary objective is 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 while balancing Smartleaf and client objectives.
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.