Director of Marketing

Position Overview:

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.

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.

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.

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 $85B in assets. SAM, launched in 2020, has $4.5B in AUM.

Key Responsibilities:

Strategic Marketing

• Develop and execute brand and market positioning strategy.
• Define target segments, personas, and value propositions.
• Prioritize channels and allocate budget for awareness and qualified leads.
• Create a unified messaging framework across marketing and sales.
• Monitor competitors and industry trends to anticipate shifts.
Align marketing strategy with company objectives in partnership with leadership.

• Strategic Thinking: Ability to design integrated campaigns targeting C-suite executives.
• Exceptional writing: Ability to simply and engagingly explain complex topics.
• Industry Knowledge: Familiarity with the wealth advisory market.
• Leadership: Ability to manage and mentor a small team.
• Digital Marketing Expertise: Proficiency in SEO/SEM, social media, email, and content marketing.

Why Join Smartleaf?

• Impact: Shape and scale the marketing strategy of a firm transforming wealth management.
• Compensation: Competitive salary + stock options.
• Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO.
• Flexibility: Option for remote work.

Application process
Interested candidates are invited to submit their resume, cover letter, and a portfolio of relevant work.