Client Operations 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 Client Operations Manager, you will play a critical role in managing our clients’ daily use of the software and advisory services. You will empower clients to better utilize our innovative functionality and serve as a subject matter expert internally and externally. You will be a champion for our client base, serving as a trusted strategic advisor and subject matter expert to elite wealth management firms, maximizing platform adoption and optimizing portfolio operations. You’ll handle a mix of administrative coordination and hands-on technical troubleshooting while ensuring clients get accurate, timely, white-glove support.

Success in this role will translate to proficient Smartleaf users who are getting real value out of using the system.

We expect that a successful team member is looking to evolve in their role and responsibilities.

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 SaaS customer support, relationship management or comparable experience.

Skills: You are organized and capable of managing multiple responsibilities at once. You apply sound judgement when triaging client issues and assessing their criticality. You are also a strong communicator.

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 would like a job with room to grow and with opportunity for ownership over a specific function within Client Services.

Initial Responsibilities

• Become an expert on the Smartleaf platform and its various models of use