Smartleaf

Full-stack Engineer

• As a member of our platform team, you’ll be at the intersection of domain knowledge, a complex data model and a stream of real-world events.
• Make sure the right things happen in the right order, and that edge cases are handled correctly.
• Spend a lot of your time figuring out what correctness even means when multiple actions hit a portfolio at once.
• Distill this complexity into a clear experience that allows financial advisors to understand the impact of their choices.

Software Engineer – Platform

Account Executive

• Managing all phases of the sales process from prospecting to continued relationship management
• Building strategic relationships at the executive level and down to individual advisors
• d• Understanding wealth advisors’ pain points and demonstrating solution functionality and benefits
• Creating sales plans, generating proposals, assisting with advisor training and onboarding
• Transitioning new clients to the client services team and supporting asset onboarding and upsell opportunities

Software Engineer – Platform

Senior Account Executive