---
title: 'Technical Product Manager at Smartleaf'
canonical: 'https://feeny.ai/job/technical-product-manager-smartleaf-remote-qprrf3crmdkw'
type: 'job'
last_seen: '2026-10-26'
---

# Technical Product Manager at Smartleaf

- **Company:** Smartleaf
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-10-26
- **Apply:** https://jobs.ashbyhq.com/smartleaf/f45b9ca9-55db-4c29-a8c5-2d4a9c704bd8

## Job description

## What You’ll Be Doing

As a member of our application team, you’ll be at the intersection of domain knowledge, a complex data model and a stream of real-world events. Every day, every portfolio is acted on simultaneously by market movements, user actions and system processes. Your job is to make sure the right things happen in the right order, and that edge cases are handled correctly so that financial advisors can trust what they’re seeing. You’ll spend a lot of your time figuring out what correctness means when multiple actions hit a portfolio at once. You’ll need to distill this complexity into a clear experience that allows financial advisors to understand the impact of their choices and present the best possible information to their clients.

You’ll Be a Great Fit If You

- Have a natural ability to think and reason about complex systems
- Are able to dive into an unfamiliar domain and quickly build up working knowledge of how multiple components interact
- Enjoy taking a cloud of complex problems and making them clear and straightforward
- Are a proactive and effective learner who habitually analyzes and improves your own process

## How We Work

We hire carefully because this domain is complex and correctness matters. The people who thrive here care deeply about understanding problems. They are comfortable talking things through with others, even when they know their understanding might be incomplete. They can make meaningful progress even before they fully understand the system. They strike a practical balance that keeps work moving: they can ship a fix, stabilize a production fire, or get an MVP out the door and keep thinking critically about the problem afterward, turning it over until they reach a root cause or a clearer understanding.

Primary Responsibilities

- Explain issues, potential solutions and tradeoffs in ways that make sense to a variety of stakeholders
- Write up bug reports and feature requests that expose the underlying user needs
- Work with the development team to design a system that will help our users get things done and hold up under real world conditions
- Write product documentation that helps users get up and running quickly
- Organize the backlog in a way that facilitates prioritization
- Work with development teams to assure smooth delivery and proactively expose risks
- Track and analyze product outcomes

## Requirements

- 1-3 years of experience building production applications OR a degree requiring strong quantitative skills (e.g. math, statistics, engineering, computer science)
- Excellent interpersonal skills working with different kinds of stakeholders
- Demonstrated ability to reason about quantitative data and systems with complex domain logic
- Clear and concise written and verbal communication
- Ability to think through multiple alternative solutions
- Demonstrated ability to pick up new skills as needed.

Nice To Haves

- Prior fintech experience is a plus but not necessary to thrive in this role.

Tools You’ll Use Expected proficiency: you don’t need prior experience with the tools listed below. It is sufficient to be familiar enough with similar tools to pick any of them up within a few days.

- JIRA to track work in progress
- Confluence, Google Docs and Wiki.js to maintain documentation
- Figma to design mockups
- Miro to visualize workflows and conduct interactive meetings
- Google sheets, Superset and some SQL to analyze usage data and produce charts and graphs
- Open source coding agents + local LLMs

Location We prefer candidates who are willing to work in a hybrid environment. Candidates in the Boston area should expect to work in-office 2 days/week for the first 6 months. Candidates outside the Boston area should expect to travel to Boston for 1 week at a time several times in the first six months and 3x per year thereafter.

Visa Sponsorship 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.

Salary Range $100,000 - $120,000 /yr 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)

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