Financial Technical Writer - Remote

Overview

Smartleaf is transforming wealth management with software and services that make personalized, tax-optimized portfolio management scalable and efficient. Our SaaS platform and sub-advisory RIA enable wealth advisors to deliver household-level tax management, multi-year tax transitions, and customized portfolios with unprecedented ease.

In Short

• Write thought leadership posts on finance, technology, and policy.
• Draft and edit responses to RFIs and RFPs.
• Oversee written communication across client communications, marketing, and sales outreach.
• Collaborate with subject-matter experts for accurate explanations.
• Ensure consistency in tone and clarity across all writing.

Requirements

• Ability to write complex topics simply and engagingly.
• Experience in finance, economics, or technology preferred.
• Portfolio with long-form explanatory writing.
• Versatility in writing tone and audience.
• Familiarity with wealth management or SaaS products is a plus.

Benefits

• Impact: Shape the voice of a firm changing wealth management.
• Creative Freedom: Tackle sophisticated topics with clarity.
• Compensation: Competitive salary, stock options, health insurance with $0 deductible.
• Flexibility: Boston preferred; remote considered.
• 20 days PTO and market holidays.