Key Facts

Remote From:

United States

Full time

Senior (5-10 years)

English

Hard Skills

Other Skills

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Mentorship
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Microsoft Word
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Microsoft Excel
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Microsoft PowerPoint
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Verbal Communication Skills
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Teamwork
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Detail Oriented
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Professionalism

Smartleaf

About Smartleaf

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.

Founded: 2018

Company size: 11 - 50

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Job description

Position Overview:

As a Senior Account Executive at Smartleaf, you will be responsible for managing all phases of the sales process from prospecting, qualification, pipeline development, contract close, onboarding and continued relationship management with some of the largest firms in the wealth management industry, building strategic relationships at the executive level all the way down to individual advisors and portfolio managers. You will be responsible for understanding wealth advisors’ pain points; demonstrating solution functionality and benefits to organic and partner-driven leads; creating sales plans; generating and negotiating proposals; assisting with advisor training and onboarding; transitioning new clients to the client services team; and staying in communication with the client supporting asset onboarding and potential upsell opportunities. Smartleaf is a collaborative environment focused on bringing in the right clients, not just any clients.

As an individual contributor you will focus on these opportunities with support from the rest of the sales team and the company in order to break into these organizations. As the company grows, more resources could be made available.

You will report to the Director of Sales and will also work closely with the company President and senior management in other areas of the business, coordinating with the marketing team to track prospect communications and sales metrics in company databases.

Company Overview:
Smartleaf is an automated portfolio management rebalancing SaaS solution that makes it possible for wealth advisors to deliver highly personalized, tax-optimized portfolio management with unprecedented expertise, scale and efficiency.

Our RIA subsidiary, Smartleaf Asset Management (SAM), leverages Smartleaf software to provide an outsourced service for the review, rebalancing and trading of personalized and tax-optimized portfolios.

Our solution enables wealth advisors—Registered Investment Advisors (RIAs), bank trusts, and platforms serving them—to greatly improve the quality of their portfolio management and spend much less time doing it.

Our system saves or defers more in taxes than most investors pay in wealth advisory fees. We make working with direct indexes as easy as working with ETFs. We are the first system to support automated tax-optimized portfolio management at the household level. We make multi-year tax-optimized transitions effortless. We enable a firm’s entire book to be managed by one FTE. And more.

We support an industry-wide shift away from the largely false promise of market-beating returns towards the more valuable and sustainable role of being each investor’s "lifetime financial coach." Our clients are ambitious firms that embrace this vision.

Whether clients work with Smartleaf or SAM, they typically engage us to manage their entire book. Smartleaf software is currently used to generate customized, tax-optimized trades for roughly $100B in assets. SAM, launched in 2020, has $7.5B in AUM.

This Would be a Good Fit if You:

Thrive working directly with wealth management firms – both firms and individual advisors – to understand their pain points and deliver a highly customized, tax-optimized outsourced investment solution that enables advisors to both spend more time with clients and deliver a superior investment experience
Have a deep understanding of the entire investment process, from asset allocation and portfolio construction to personalization, tax management and trade execution
Have a track record of developing and maintaining professional relationships
Have an exceptional eye for detail
Are comfortable working closely with senior management
Communicate professionally, both in writing and in conversation
Are interested in, and capable of learning and explaining, a new type of portfolio management solution built on advanced new technology, both as a software solution and an outsourced one

Relevant Experience

10 years+ of B2B sales (Bonus if this is in investment solutions sales or enterprise SaaS experience selling to wealth management firms and financial advisors)
Consistent above-target track record
Excellent written and verbal communication skills
Proficiency in CRM (HubSpot or other), Google Drive, MS Excel, MS PowerPoint, and MS Word

Nice to Haves

Current Series 7 or Series 65 certifications
Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases

Why Join Smartleaf?

Compensation: Competitive salary + stock options 
Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO, SIMPLE IRA with 4% company match 
Flexibility: Option for remote work

Interview Process