Smartleaf

Engineer

• Develop and maintain code that directly impacts daily trading across tens of thousands of client accounts
• Build scalable platforms for portfolio optimization, risk analysis, and quantitative research
• Create systems for portfolio monitoring, rebalancing, and trade execution using Python and external APIs
• Design robust architectures for real-time portfolio analytics and decision support

Portfolio Management Engineer

Chief Marketing Officer

• 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; align marketing strategy with company objectives
• Create a unified messaging framework across marketing and sales; monitor competitors and industry trends
• Design, execute, and track awareness and lead generation campaigns; define and monitor campaign success metrics
• Craft compelling, differentiated content for financial-planning-focused advisors across white papers, blogs, webinars, social posts, email campaigns, videos, testimonials
• Manage public relations and oversee marketing automation tools and CRM to track and nurture leads
• Implement SEO/SEM strategies to increase visibility and partner with sales to qualify leads and optimize conversion rates
• Build and lead a high-performing marketing team; mentor and develop junior marketers
• Analyze market segments, define and assess campaign performance metrics, and provide regular reports with insights and recommendations

Director of Marketing

Technical Writer

• Write thought leadership posts on topics at the intersection of finance, technology, and policy
• Draft and edit responses to RFIs and RFPs
• Oversee and improve written communication across client communications, marketing, and sales outreach
• Collaborate with subject-matter experts to produce accurate, engaging explanations of complex ideas
• Ensure consistency of tone, clarity, and persuasiveness across all company writing
• Blend thought leadership, client communications, and marketing support; produce long-form explanatory narratives

Portfolio Management Engineer

Director of Marketing

Technical Writer, Financial