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Smartleaf

Tax-optimized portfolio management SaaS

Technical Product Manager

Product ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA$100k - $120k /yr

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

Tax-optimized portfolio management SaaS

Smartleaf provides software and services that automate personalized, tax-optimized portfolio management for wealth advisors. Its SaaS platform and APIs let advisors build customized portfolios, including direct-index strategies, with tax management and rebalancing handled automatically. It differentiates itself by offering automated tax optimization at scale, making advanced strategies as easy as using ETFs and letting advisors serve clients of all sizes without manual trading. The goal is to simplify and scale tax-efficient investing so advisors can focus on client relationships while achieving measurable tax savings for their clients.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Cambridge, MA
Founded
1999

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