---
title: 'IT & Productivity Engineer at Smartleaf'
canonical: 'https://feeny.ai/job/it-productivity-engineer-smartleaf-boston-w5pvbp9w0c85'
type: 'job'
last_seen: '2026-10-26'
---

# IT & Productivity Engineer at Smartleaf

- **Company:** Smartleaf
- **Location:** Boston, MA
- **Compensation:** $100k–$150k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-24
- **Last confirmed live:** 2026-10-26
- **Apply:** https://jobs.ashbyhq.com/smartleaf/219c6d4e-ad6c-4aca-8b29-653a9715ed86

## Job description

IT & Productivity Engineer We are looking for a productivity-focused technology professional to improve the IT experience of non-engineers at Smartleaf. This position requires a flexible (50%-75%) in-office presence at our Boston headquarters.

## About Us

Smartleaf is an investment portfolio rebalancing service handling over $100 billion in assets. We're approaching 50 people, who are primarily skilled software and system engineers. Until now, our SaaS operations team has handled internal IT as a secondary responsibility. That sufficed when we were nearly all engineers, but we've added non-technical staff and we need someone to handle IT and productivity as their main job. You can shape how this function works and have a meaningful impact on the day-to-day experience of everyone at Smartleaf.

## What You'll Be Doing

Most of your time will be spent building and improving systems rather than responding to tickets. We expect roughly 75% systems work and 25% support, with bouts of near-full-time support from time to time.

You'll administer our productivity stack: Google Workspace, Zoom, and other SaaS tools and own relevant vendor relationships from evaluation through renewal. You'll improve our onboarding and offboarding processes, manage device provisioning and MDM, and identify manual work worth automating. You'll also handle desktop support for macOS and Linux environments and access management. We will also ask you to help out with the Operations team’s work from time to time.

## Requirements

- 5+ years of experience in IT operations, sysadmin, or a similar role, ideally in a startup or growth-stage company
- Familiarity with scripting (Bash, Python, Ruby or similar) for automation
- Happiness in a non-MS environment: you’ll be managing and troubleshooting MacOS and Debian Linux systems. We use LDAP but not Kerberos or AD.
- Experience with MDM tooling for device management and lifecycle
- Strong documentation habits
- Able to work independently, prioritize, and communicate clearly with both technical and non-technical colleagues
- Ability to lift 50 pounds on occasion

## Nice to Have

- Experience with SSO/identity providers (Okta, Google SSO, etc.)
- Prior experience standing up an IT function at a small company
- Exposure to SOC 2 or similar compliance frameworks
- Hands-on Google Workspace administration experience — user management, groups, Drive policies, domain configuration

You'll Be a Great Fit If You

- Want to own a function
- Enjoy a mix of building systems and solving immediate problems
- Notice process friction and fix it
- Prefer to automate manual processes to reduce your workload

Growth

- The Operations team will work closely with you
- Smartleaf does not subscribe to “Up or Out” - you can expand your responsibilities and grow your skills without being required to move up a chain
- If future growth requires additional people, you will have the opportunity to manage them or stay an individual contributor

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.

Tools & Stack

- We prefer on-prem services where practical
- Google Workspace, Zoom, and related SaaS productivity tools
- macOS and Debian Linux

What Success Looks Like in Six Months

- Month 1–2: Full audit of our current tools, vendors, and access controls; document and prioritize gaps; handle over half of desktop support issues
- Month 3–4: Onboarding/offboarding workflows documented and critiqued; MDM coverage complete; vendor contracts reviewed; handle 75%+ of desktop support
- Month 5–6: Self-service IT resources live; at least two meaningful manual processes automated; first onboarding peak handled with no significant issues

## Compensation

$100,000 – $150,000, depending on relevant experience

## 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)

## Other roles at Smartleaf

- [Implementation Project Manager](https://feeny.ai/job/implementation-project-manager-smartleaf-boston-7fjeashgejbe) — Boston, MA
- [Client Operations Manager](https://feeny.ai/job/client-operations-manager-smartleaf-boston-xpv7h1c92a94) — Boston, MA
- [Technical Product Manager](https://feeny.ai/job/technical-product-manager-smartleaf-remote-qprrf3crmdkw)
- [Software Engineer, Feature Team](https://feeny.ai/job/software-engineer-feature-team-smartleaf-remote-mdrewc87zj9k)