Full-Time

Senior Application Engineer

Posted on 7/26/2025

Smartleaf

Smartleaf

11-50 employees

Tax-optimized portfolio management SaaS

No salary listed

No H1B Sponsorship

Boston, MA, USA

Remote

Hybrid role in Boston; in-office 2 days/week for first 6 months; outside-Boston incumbents travel to Boston 1 week every 6 weeks (first 6 months, then 3x/yr).

Category
Software Engineering (1)
Required Skills
Bash
Ruby
Ruby on Rails
SQL
Linux/Unix
Requirements
  • 4+ years of experience building production web applications
  • Computer Science degree
  • Proficiency in Ruby on Rails or similar MVC frameworks with demonstrated ability to learn our stack
  • Solid SQL skills for working with a complex data model and high-volume financial data
  • Understanding of multiprocessing and multithreading considerations
  • Competence working in a Linux environment: familiarity with common command-line utilities and Unix process management; comfortable with bash scripting
Responsibilities
  • Dive into the UI, API and back end to make financial portfolio management scalable and easy to use
  • Work closely with our product management team and our users to gather requirements and design solutions
  • To solve the technical challenges, you’ll need to quickly wrap your head around complex user workflows
  • You’ll need a solid understanding of computing principles, strong analytical skills and good technical intuition
  • Whenever you need to build internal tools or pick up new skills to achieve our goals, you’re able to roll up your sleeves and bootstrap quickly
Desired Qualifications
  • Are a strong individual contributor who can gather requirements, propose a variety of solutions and follow through with implementation
  • Are able to dive into unfamiliar codebases and quickly build up working knowledge of how multiple components interact
  • Enjoy learning domain and application logic
  • Are communicative and self-organizing
  • Have a habit of effectively gaining new skills to suit the task
  • Are constantly improving your own process to make yourself more effective

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

Simplify Jobs

Simplify's Take

What believers are saying

  • AUM surges 80% year-over-year to $6.75 billion by December 2025.
  • Zoe Financial selects platform for personalized tax-optimized rebalancing.
  • SS&C Black Diamond integration since September 2021 embeds distribution.

What critics are saying

  • AI agents bypass human advisors, cannibalizing rebalancing demand in 12-24 months.
  • Choreo and Zoe lock SAM into margin-compressing white-label deals.
  • SEC targets SLLM autonomous advice lacking oversight in 12-24 months.

What makes Smartleaf unique

  • SAM sub-advises Choreo's Tax Advantage portfolios with household-level tax optimization.
  • SAGA™ launches as world's first AI-powered security trade explainer.
  • Proprietary SLLM trains on advisor-client transcripts for AI-assisted advisory.

Help us improve and share your feedback! Did you find this helpful?

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
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
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.

WealthManagement.com
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
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.

INACTIVE