---
title: 'Implementation Project Manager at Smartleaf'
canonical: 'https://feeny.ai/job/implementation-project-manager-smartleaf-boston-7fjeashgejbe'
type: 'job'
last_seen: '2026-10-26'
---

# Implementation Project Manager at Smartleaf

- **Company:** Smartleaf
- **Location:** Boston, MA
- **Compensation:** $100k–$135k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-10-26
- **Apply:** https://jobs.ashbyhq.com/smartleaf/21917b6c-b78b-466e-8914-254178931c1c

## Job description

Implementation Project Manager We are a growing, dedicated team of financial professionals, mathematicians, financial engineers, software developers working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

Position Overview As Smartleaf’s Implementation Project Manager, you will play a critical role in onboarding new client firms, while serving as a subject matter expert and point of contact while providing our clients with a successful and delightful experience. Your primary objective will be to drive high-impact enterprise onboarding, leading multi-million-dollar FinTech implementations from technical architecture to go-live. You will solve complex data integration, custodial API, and workflow automation challenges alongside financial engineers. You will balance Smartleaf and client objectives while collaborating with internal and external stakeholders and executing on a defined project plan. Success in this role will lead to client implementations being completed on schedule and new clients extracting value from the system right away. We strongly prefer candidates local to the Boston area. While office attendance is at the discretion of individual teams currently, we do find that onboarding and training greatly benefit from in-person interactions.

## Preferred Qualifications

To be considered for this role, we will be looking for the following: Education: Bachelor's degree or higher in a related field required. Experience: 5+ years of experience with enterprise SaaS implementations or project management. Prior experience in Financial Services or FinTech and experience with enterprise clients, and high ARR clients is preferred. Skills: You are organized, a great communicator, able to multitask, can prioritize competing demands to manage your time and responsibilities well. Characteristics: You are self-sufficient and work well independently. You are also personable and relationship-oriented. You are comfortable working with internal and external stakeholders, including executives. Trajectory: You are eager to learn and looking for a job with room to grow.

Initial Responsibilities

- Understand client requirements and objectives; translate into an actionable project plan
- Manage the project lifecycle (sales to service transition, planning, execution, monitoring, closure)
- Establish and maintain relationships with internal/external stakeholders
- Partner with internal specialists to execute on the project plan
- Set expectations of internal and external stakeholders; hold teams accountable for deadlines and deliverables
- Continuously report on project status, including progress to plan and hours spent
- Identify issues and mitigate risks; develop contingency plans as needed
- Document lessons learned and recommend process improvements

Please note, responsibilities are fluid and can change based on team need. We are looking for a candidate who is adaptable, eager to lend a hand, willing to position themselves as an integral member of the Smartleaf organization, and eager to grow their personal skillset.

Core Benefits

- Comprehensive health, dental and vision insurance with 100% of premium and deductible covered for employees and family (copays apply)
- SIMPLE IRA with 4% company match
- Four weeks PTO + NYSE holidays
- Flexible work-from-home policy

Work Style If you are in-office...

- Casual dress code
- Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
- Office shower for bike commuters
- A stocked kitchen with breakfast and lunch options plus the opportunity to dazzle your coworkers with your barista skills (which is to say, we have an espresso machine!)

If you are remote...

- All team meetings are by video conference
- The team communicates throughout the day via messaging stream (akin to Slack), Google Meet, and Zoom
- At present, some team members have chosen to be in the office a few days a week while the majority are currently remote

Visa Sponsorships Smartleaf is unable to provide visa sponsorship now or in the future. This includes, but is not limited to, H-1B, F-1 (including OPT/CPT), J-1, or any other employment-based immigration or work authorization sponsorship. Candidates must have current and ongoing authorization to work in the United States without sponsorship.

## About Smartleaf

## Company Overview
- **One-liner**: Smartleaf is a financial technology company providing an automated portfolio rebalancing and tax-optimization platform that enables wealth advisory firms to deliver highly customized, tax-efficient portfolios at scale.
- **Entity Type**: Private (Privately Held)
- **Headquarters**: Boston, Massachusetts, United States
- **Founded**: 1999
- **Founders**: Gerard Michael (President & Co-Founder)

## Core Business
- **Primary industry**: Financial Services – Wealth Management Technology (Portfolio Rebalancing & Tax Optimization)
- **Target customers**: B2B – wealth advisory firms, registered investment advisors (RIAs), large financial institutions, and family offices.
- **Mission / purpose**: “To revolutionize the financial services industry by empowering wealth managers to deliver customized and transparent investment solutions to investors big and small.” [smartleaf.com/careers](https://www.smartleaf.com/careers)

## Products & Services
- **Smartleaf Platform (SaaS)**: An automated rebalancing engine that handles daily portfolio review, tax-loss harvesting, tax-sensitive transitions, cash management, and customization (ESG, security constraints, custom allocations). Advisors set preferences via pull-down menus; implementation is fully automated. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)
- **Smartleaf Asset Management (SAM)**: A subsidiary RIA that can take over the day-to-day portfolio review, rebalancing, and trading responsibilities for firms using the Smartleaf platform, while leaving investment policy and personalization parameters with the advisor. [smartleaf.com](https://www.smartleaf.com/)
- **Advisor Portal**: A dedicated interface where advisors configure accounts, view real-time tax/risk implications of customization choices, and manage cash flows. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)
- **Direct Indexing**: Makes direct indexes (owning individual stocks to track an index) as easy to manage as ETFs – simply a pull-down menu choice, with full tax-loss harvesting and fractional shares support. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)
- **Model Distribution Service**: Allows firms to access and distribute third-party investment models (securities or asset allocation) that can be integrated into client portfolios. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)

## Market Standing
- **Valuation / Market Cap**: Not publicly disclosed.
- **Key Metrics**:
  - Annual Revenue: ~$11.0M (as of latest data) [linkedin.com/company/smartleaf](https://www.linkedin.com/company/smartleaf)
  - Assets Under Management (on platform): Over $75 billion (company site) [smartleaf.com/about-us](https://www.smartleaf.com/about-us) or >$50 billion (LinkedIn) [linkedin.com/company/smartleaf](https://www.linkedin.com/company/smartleaf)
  - Client Taxes Saved in 2024: $538 million [smartleaf.com/about-us](https://www.smartleaf.com/about-us)
  - Accounts Managed: 350,000 [smartleaf.com/about-us](https://www.smartleaf.com/about-us)
  - Active Advisors Using Platform: 1,200+ [linkedin.com/company/smartleaf](https://www.linkedin.com/company/smartleaf)
- **Notable Investors / Partners**: Not publicly listed; no funding rounds disclosed.
- **Growth Signals**: 13.7% YoY headcount growth (+7 employees, now ~40 total) [linkedin.com/company/smartleaf](https://www.linkedin.com/company/smartleaf); expanding direct indexing capabilities; increasing adoption by large wealth management firms.

## Competitive Advantages
- **Zero advisor time on rebalancing**: Advisors spend no time reviewing or trading portfolios – the system automates everything, freeing them for client-facing activities. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)
- **Menu-driven customization**: All customization and tax-management options are simple pull-down menu choices, making it easy to implement complex client preferences without manual work.
- **Holistic whole-portfolio analytics**: Manages all asset classes (mutual funds, ETFs, individual equities, ADRs) in a single account (non-sleeved) to optimize tax and risk holistically, unlike competitors that use sub-accounts.
- **Direct indexing made easy**: Treats direct indexes as a simple menu option, removing operational complexity and making them accessible to accounts of any size.
- **Documentable tax savings**: Provides per-client reports showing taxes saved or deferred, demonstrating tangible value to advisors and their clients. [smartleaf.com](https://www.smartleaf.com/)

## Strategic Focus
- **Scaling personalization**: Continue to make ultra-customized, tax-optimized portfolios available to every client, from $100 million taxable accounts to $5 robo accounts. [smartleaf.com/about-us](https://www.smartleaf.com/about-us)
- **Direct indexing expansion**: Deepen integration with direct indexing and fractional shares, positioning the platform as the go-to solution for tax-efficient direct indexing.
- **Platform extensibility**: Grow the Model Distribution Service and third-party partnerships to offer more investment options.
- **Enterprise adoption**: Help large wealth management firms move upmarket by offering industry-leading transition, customization, and tax optimization services.

## Why Work Here
- **Culture**: Described as a team of “clever, warm and driven individuals” from diverse backgrounds, with a focus on client and employee satisfaction. [smartleaf.com/careers](https://www.smartleaf.com/careers)
- **Work flexibility**: Flexible hours and the ability to work remotely. [smartleaf.com/careers](https://www.smartleaf.com/careers)
- **Benefits**:
  - Health & dental insurance – 100% of premiums covered. [smartleaf.com/careers](https://www.smartleaf.com/careers)
  - Simple IRA retirement plan with 4% company match. [smartleaf.com/careers](https://www.smartleaf.com/careers)
  - Fully stocked kitchen with breakfast and lunch options, a chocolate drawer, and bagel Thursdays. [smartleaf.com/careers](https://www.smartleaf.com/careers)
  - Beautiful office in downtown Boston with skyline views, an in-office shower for active commuters, and easy access via multiple subway lines. [smartleaf.com/careers](https://www.smartleaf.com/careers)
- **Team environment**: Small, collaborative teams with high responsibility; daily syncs and virtual games to maintain connection. [smartleaf.com/careers](https://www.smartleaf.com/careers)
- **Growth opportunity**: Employees can work on meaningful problems in financial engineering, software development, and product design at a company that is growing headcount and assets under management.

## Sources
1. [smartleaf.com](https://www.smartleaf.com/)
2. [smartleaf.com/careers](https://www.smartleaf.com/careers)
3. [smartleaf.com/about-us](https://www.smartleaf.com/about-us)
4. [linkedin.com/company/smartleaf](https://www.linkedin.com/company/smartleaf)
5. [smartleaf.com/our-platform](https://www.smartleaf.com/our-platform)

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