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Smartleaf
Smartleaf
11 – 50 Employees
H1B Visa SponsorConsultingFintechInvestments
Smartleaf is a financial technology company that helps wealth management firms manage personalized, tax-optimized investment portfolios with less operational complexity. Its platform supports automated portfolio rebalancing and trading, direct indexing, tax management, and configurable portfolio strategies. By handling core investment-management workflows, Smartleaf enables advisors to spend more time on client relationships and portfolio strategy while delivering tailored investment solutions.
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Client Operations Manager - Smartleaf Hybrid in Boston

Support Smartleaf’s wealth-management software and advisory services as a Client Operations Manager. Drive platform adoption, resolve client issues, and improve portfolio operations.

USUnited StatesMAMassachusetts
$75,000 – $100,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredOperations

Description

  • Master the Smartleaf platform and its different use cases
  • Lead daily production support, prioritizing urgent requests and allocating the necessary resources
  • Triage, investigate, and resolve client inquiries
  • Serve as the escalation point for complex client issues
  • Create and maintain practical reference materials
  • Deliver training to client firms as needed
  • Track and support each client relationship
  • Provide responsive, thorough, and creative client support that reflects Smartleaf’s standards
  • Suggest internal process improvements informed by fresh perspective and prior experience
  • Manage clients’ day-to-day use of Smartleaf software and advisory services
  • Help clients use innovative platform functionality effectively
  • Act as a subject matter expert and trusted strategic advisor for internal and external stakeholders
  • Increase platform adoption and improve portfolio operations
  • Coordinate administrative work and conduct hands-on technical troubleshooting
  • Deliver accurate, timely, high-touch support

Requirements

  • Bachelor’s degree or higher in a related field is required
  • At least five years of SaaS customer support, relationship management, or comparable experience
  • Strong organizational skills and the ability to manage multiple responsibilities at once
  • Sound judgment when triaging client issues and determining their urgency
  • Excellent communication skills
  • Ability to work independently and manage work without close supervision
  • Personable, relationship-focused approach
  • Comfort working with internal and external stakeholders, including executives
  • Adaptability and enthusiasm for taking on broader responsibilities
  • Ongoing authorization to work in the United States without sponsorship
  • Hands-on experience supporting software-product end users or clients
  • Fintech experience should be noted in the application

Benefits

  • Comprehensive medical, dental, and vision coverage with 100% of employee and family premiums and deductibles covered; copays apply
  • SIMPLE IRA with a 4% employer match
  • Four weeks of paid time off plus NYSE holidays
  • Flexible work-from-home policy
  • Casual dress environment
  • Office in a well-connected location within a 15-minute walk of four subway lines and commuter rail
  • Shower available for employees who bike to work
  • Kitchen stocked with breakfast and lunch options
  • Espresso machine
  • Remote employees can join all team meetings by video conference
  • Team communication through messaging streams, Google Meet, and Zoom

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