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.

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.

To be considered for this role, we will be looking for the following:

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.