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Smartleaf

Tax-optimized portfolio management SaaS

Technical Product Manager

Full-Time
$100k - $120k/yr
Junior, Mid
Bachelor's
Remote in USA
HybridBoston-area candidates must work in-office 2 days/week for the first 6 months; candidates outside Boston must travel to Boston for one-week periods several times in the first 6 months and 3 times per year thereafter.
ProductProduct Management
No H1B Sponsorship

About the job

Requirements
  • Have 1–3 years of experience building production applications, or a degree requiring strong quantitative skills such as mathematics, statistics, engineering, or computer science.
  • Have excellent interpersonal skills when working with different kinds of stakeholders.
  • Demonstrate the ability to reason about quantitative data and systems with complex domain logic.
  • Communicate clearly and concisely in writing and verbally.
  • Think through multiple alternative solutions.
  • Pick up new skills as needed.
  • Be familiar enough with similar tools to quickly learn JIRA, Confluence, Google Docs, Wiki.js, Figma, Miro, Google Sheets, Superset, SQL, open-source coding agents, and local large language models.
Responsibilities
  • Explain issues, potential solutions, and tradeoffs in ways that make sense to a variety of stakeholders.
  • Write bug reports and feature requests that expose underlying user needs.
  • Work with the development team to design a system that helps users get things done and holds up under real-world conditions.
  • Write product documentation that helps users get up and running quickly.
  • Organize the backlog to facilitate prioritization.
  • Work with development teams to assure smooth delivery and proactively expose risks.
  • Track and analyze product outcomes.
Desired Qualifications
  • Prior fintech experience is a plus but is not necessary to thrive in the role.

About the company

Smartleaf provides software and services that automate personalized, tax-optimized portfolio management for wealth advisors. Its SaaS platform and APIs let advisors create customized portfolios, including direct-index strategies, with tax management handled automatically through menu-driven choices and automation. This enables advisors to serve clients of all sizes without rebalancing or trading, and aims to show tax savings that can exceed the fees charged. By scaling automation and tax optimization, Smartleaf helps advisors focus on client relationships while managing over $50B across 200,000+ accounts with 1,200+ advisors.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Cambridge, Massachusetts

Founded

1999

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Simplify Jobs

Simplify's Take

What believers are saying

  • Choreo chose SAM in March 2025 for household-level tax-optimized transition plans.
  • Zoe Financial selected Smartleaf for personalized, tax-optimized rebalancing in May 2024.
  • Smartleaf reported $50 billion AUM in April 2026 and added CircleBlack and Alpha Vee partnerships.

What critics are saying

  • Zoe and Choreo concentration creates customer-loss risk if either renewals stall in 2026.
  • Private wealth software giants can copy tax-optimization features, compressing Smartleaf’s pricing power.
  • If Smartleaf’s automation fails wash-sale or overdraft controls, custodians and RIAs will leave.

What makes Smartleaf unique

  • Smartleaf automated tax-optimized rebalancing since 1999, now serving $50 billion AUM.
  • Its household-level transition plans and daily trading automation cut advisor work dramatically.
  • In 2026, Smartleaf extended householding and cash-management features to SaaS clients.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Paid Vacation
  • Remote Work Options

Company News

T3 Technology Hub
Mar 4th, 2025
Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage(TM) portfolios

Smartleaf Asset Management, LLC ("SAM"), the RIA subsidiary of Smartleaf, Inc., announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, its strategic partnership with the private equity-backed RIA Choreo, LLC, in which SAM will serve as a subadvisor managing the daily review, rebalancing and trading of Choreo's Choreo Tax Advantage(TM) accounts.

Smartleaf Inc.
May 9th, 2024
Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing

Smartleaf announces that its platform has been selected by Zoe Financial to deliver personalized, tax-optimized rebalancing.

Smartleaf Inc.
Apr 1st, 2024
Can AIs Replace Financial Advisors?

[1] To this end, Smartleaf, Inc. created a private LLM (Smartleaf Large Language Model, or SLLLM) trained on a proprietary data set of transcripts of advisor-client conversations, deployed using a retrieval-augmented generation (RAG) architecture.

Wealth Management
Jan 11th, 2024
WealthStack Roundup: Reputation Management Platform Testimonial IQ To Debut Upgrades

In January 2023, the global active investing firm Principal Asset Management collaborated with fixed income technology platform YieldX and Smartleaf Asset Management.

Smartleaf Inc.
Apr 1st, 2022
Introducing SAGA™: Smartleaf’s AI-Powered Trade Explainer

Smartleaf is pleased to announce the release of its groundbreaking Security AI GPT-3 1 Auto-Explainer (SAGA™), the world’s first AI-powered security trade explainer.