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Principal Writer and Thought Leadership (FinTech)

Company Overview:

Smartleaf is democratizing wealth management. Our solution enables wealth advisors—Registered Investment Advisors (RIAs), bank trusts, and platforms serving them—to provide every client of every size sophisticated personalized, tax-optimized portfolio management that was previously the exclusive preserve of ultra wealthy investors.

Smartleaf automated portfolio rebalancing software is currently used to generate customized, personalized, tax-optimized trades for roughly $75B in assets. SAM, a largely automated subadvisory RIA launched in 2020 that leverages Smartleaf’s software, has $4.6B in AUM.

Position Overview:

We sell a complex system. We want to make what we do as easy to understand as possible. We’re looking for a talented writer to craft compelling, user-friendly content that is simple, accurate and engaging. In this role, you’ll create and maintain a variety of content, including marketing materials, website copy, sales outreach communications, and customer-facing resources like our help wiki.

We’re seeking a quick learner with exceptional writing skills who thrives in a fast-paced environment. While a background in finance is helpful, it’s not required—what matters most is your ability to explain intricate ideas in a clear and engaging way.

Key Responsibilities:

  • Write clear, concise, accurate and engaging content as needed, including marketing campaigns, website copy, email outreach, and knowledge-base articles.
  • Collaborate with subject matter experts to ensure technical accuracy and alignment with industry standards.
  • Maintain and uphold the company’s brand voice, tone, and style guidelines across all written materials. 

Qualifications:

Experience

  • A record of writing about complex topics (not necessarily in finance) in a simple, accurate and engaging way 

Skills and Competencies

  • Exceptional writing and editing skills with the ability to adapt tone and style for different audiences.
  • Technical Writing - Proven ability to quickly grasp complex concepts and translate them into simple, user-friendly language.
  • Strong attention to detail with a commitment to factual accuracy and quality.
  • Ability to manage multiple projects simultaneously while meeting deadlines.
  • Familiarity with financial concepts or fintech is a plus but not required—curiosity and a willingness to learn are essential!
  • Strong storytelling and research skills

*PLEASE SUBMIT WRITING SAMPLES AND RESUME TO FUTURE@SMARTLEAF.COM TO BE CONSIDERED FOR THIS ROLE.

Why Join Smartleaf?

  • Chance to Make a Difference: Play a key role in expanding and shaping the marketing strategy of a leading-edge firm that is transforming wealth management.
  • Competitive Compensation: Competitive salary and stock options.
  • Excellent Benefits: We offer health insurance with $0 deductibles, as well as other benefits. Market holidays + 20 days starting PTO
  • Work-from-home flexibility: option to work from home/remote