Job description

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 - Oversee daily production support, ensuring urgent requests are given prompt attention and resources - Triage, investigate, and respond to client inquiries and act as an escalation contact for complex issues - Contribute to and maintain reference materials - Provide ad hoc training to client firms - Keep your finger on the pulse of each client relationship - Uphold Smartleaf's reputation of being responsive, thorough, and creative - Leverage fresh perspective and prior experience to recommend internal 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.

Requirements

Must-haves

We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
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.
Education: Bachelor's degree or higher in a related field required.
Experience: 5+ years of SaaS customer support, relationship management or comparable experience.
Become an expert on the Smartleaf platform and its various models of use
Oversee daily production support, ensuring urgent requests are given prompt attention and resources
Triage, investigate, and respond to client inquiries and act as an escalation contact for complex issues
Contribute to and maintain reference materials
Provide ad hoc training to client firms
Keep your finger on the pulse of each client relationship
Uphold Smartleaf's reputation of being responsive, thorough, and creative
Leverage fresh perspective and prior experience to recommend internal process improvements
SIMPLE IRA with 4% company match
Four weeks PTO + NYSE holidays
Flexible work-from-home policy
If you are in-office...
Casual dress code
Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail

Nice-to-haves

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

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ashby
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

Pto