Qureos Mentor

Smartleaf

<div><h2 class="jobSectionHeader"><b>Company Overview</b></h2><p>
Smartleaf is transforming wealth management with software and services that make personalized, tax-optimized portfolio management scalable and efficient. Our SaaS platform and sub-advisory RIA enable wealth advisors to deliver household-level tax management, multi-year tax transitions, and customized portfolios with unprecedented ease.</p><p></p><h2 class="jobSectionHeader"><b>
Position Overview</b></h2><p>
We are seeking a writer with exceptional ability to explain complex topics simply, correctly, and engagingly. This role blends thought leadership, client communications, and marketing support. The ideal candidate is a natural explainer&mdash;comfortable moving between financial, technical, and policy subjects and producing clear, long-form narratives.</p><p>
We value writers who can explain complex ideas with clarity and style. Exemplars include Matt Levine, Paul Krugman, and Patrick McKenzie&mdash;not because we want clones, but because they show how complex subjects can be made simple, correct, and engaging.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li>Write thought leadership posts on topics at the intersection of finance, technology, and policy.</li><li>Draft and edit responses to RFIs and RFPs.</li><li>Oversee and improve written communication across client communications, marketing, and sales outreach.</li><li>Collaborate with subject-matter experts to produce accurate, engaging explanations of complex ideas.</li><li>Ensure consistency of tone, clarity, and persuasiveness across all company writing.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li>Demonstrated ability to write about complex topics in a simple, engaging way.</li><li>Experience with finance, economics, technology, or related analytical domains preferred.</li><li>Portfolio that includes long-form explanatory writing&mdash;beyond technical documentation and beyond marketing material.</li><li>Versatility in tone and audience: can write thought leadership, persuasive client communication, and narrative explanation.</li><li>Familiarity with wealth management, economics, or SaaS products a plus but not required.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Writing Samples Required</b></h2><p>
Applicants must provide writing samples that demonstrate clarity, accuracy, and engagement.<br>
</p><p><br>
<b>What we&rsquo;re looking for</b>:
</p><ul><li><p>Long-form explanatory pieces on complex topics (published or unpublished) that demonstrates clarity of thought, storytelling ability, and a knack for keeping readers engaged while unpacking complicated ideas.
</p></li><li><p>Fictional or narrative writing that demonstrates creativity and storytelling skill.</p></li><li><p>
Any work that shows the ability to make technical or financial material accessible to non-specialists.</p></li></ul><p><b>
What not to send</b>:
</p><ul><li><p>Solely or purely technical documentation (it doesn&rsquo;t give us enough sense of your ability to explain complexity in a free-flowing, engaging style). Avoid overly generic or filler phrases&mdash;we&rsquo;re interested in original, thoughtful writing. We&rsquo;re looking for context-rich, free-flowing content that demonstrates vision, creativity, and precision.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Why Join Smartleaf?</b></h2><ul><li><i>Impact</i>: Shape the voice of a firm changing wealth management.</li><li><i>Creative Freedom</i>: Opportunity to tackle sophisticated topics with clarity and style.</li><li><i>Compensation &amp; Benefits</i>: Competitive salary, stock options, health insurance with $0 deductible, market holidays + 20 days PTO.</li><li><i>Flexibility</i>: Boston preferred; remote considered.</li></ul></div>

Financial Technical Writer

<div><h2 class="jobSectionHeader"><b>Position Overview</b></h2><p>
Smartleaf and SAM are growing rapidly. Most growth to date has come through referrals, with limited marketing spend. We seek an experienced Director of Marketing to accelerate growth by driving both lead generation and strategic positioning. You will build and own the marketing strategy from the ground up.</p><p></p><p><b>
Location</b>: Boston candidates preferred, but we are open to considering remote candidates within the U.S.</p><p></p><p><b>
As part of your application,</b> <b>please submit at least two writing samples</b> that highlight your ability to craft compelling narratives that simplify complex topics and make them engaging for diverse audiences.</p><p><b>
What we&rsquo;re looking for</b>: Long-form marketing or thought-leadership content (such as blogs, op-eds, case studies, or campaign narratives) that illustrate both strategic thinking and clear, persuasive storytelling.</p><p><b>
What not to send</b>: Technical documentation or dry, procedural writing that doesn&rsquo;t reflect your ability to engage audiences. We&rsquo;re looking for context-rich, free-flowing content that demonstrates vision, creativity, and precision.</p><p><b>
Encouraged</b>: Non-fiction, brand storytelling, or even creative writing that shows how you approach making ideas resonate with readers.</p><p></p><h2 class="jobSectionHeader"><b>
Company Overview</b></h2><p>
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.</p><p></p><p>
Our RIA subsidiary, Smartleaf Asset Management (SAM), leverages Smartleaf software to provide an outsourced service for the review, rebalancing and trading of personalized and tax-optimized portfolios.</p><p></p><p>
Our solution enables wealth advisors&mdash;Registered Investment Advisors (RIAs), bank trusts, and platforms serving them&mdash;to greatly improve the quality of their portfolio management and spend much less time doing it.</p><p></p><p>
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&rsquo;s entire book to be managed by one FTE. And more.</p><p></p><p>
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&rsquo;s &quot;lifetime financial coach.&quot; Our clients are ambitious firms that embrace this vision.</p><p></p><p>
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 $85B in assets. SAM, launched in 2020, has $4.5B in AUM.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b><b>:</b></h2><p></p><h2 class="jobSectionHeader"><b>
Strategic Marketing</b></h2><ul><li>Develop and execute brand and market positioning strategy.</li><li>Define target segments, personas, and value propositions.</li><li>Prioritize channels and allocate budget for awareness and qualified leads.</li><li>Create a unified messaging framework across marketing and sales.</li><li>Monitor competitors and industry trends to anticipate shifts.</li><li>Align marketing strategy with company objectives in partnership with leadership.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Marketing Communication &amp; Lead Generation</b></h2><ul><li>Design, execute, and track awareness and lead generation campaigns.</li><li>Define and monitor campaign success metrics.</li><li>Craft compelling, differentiated content for financial-planning-focused advisors.</li><li>Collaborate with services, product, and sales teams to produce content: white papers, blogs, webinars, social posts, email campaigns, videos, testimonials.</li><li>Manage public relations.</li><li>Oversee use of marketing automation tools and CRM to track and nurture leads.</li><li>Implement SEO/SEM strategies to increase visibility.</li><li>Partner with sales to qualify leads and optimize conversion rates.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Team Leadership</b></h2><ul><li>Build and lead a high-performing marketing team.</li><li>Mentor and develop two junior marketers and future hires.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Analytics and Reporting</b></h2><ul><li>Analyze market segments and refine messaging.</li><li>Define and assess campaign performance metrics.</li><li>Provide regular reports with insights and recommendations.</li><li>Stay current on industry trends, competitors, and new technologies.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li>7+ years of proven B2B SaaS or professional services marketing success (wealth management preferred).</li><li>Strategic thinker with ability to execute omni-channel campaigns.</li><li>Exceptional writing skills; ability to explain complex ideas simply.</li><li>Experience with SEO/SEM, social, email, and content marketing.</li><li>Leadership ability to manage and mentor a small team.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Why Join Smartleaf?</b></h2><ul><li><i>Impact</i>: Shape and scale the marketing strategy of a firm transforming wealth management.</li><li><i>Compensation</i>: Competitive salary + stock options.</li><li><i>Benefits</i>: Health insurance with $0 deductible; market holidays + 20 days PTO.</li><li><i>Flexibility</i>: Option for remote work.</li></ul></div>

Director of Marketing

Join Smartleaf and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Smartleaf

ABOUT_COMPANY

Financial Technical Writer

Director of Marketing