Financial Technical Writer Job at Smartleaf in Boston

Company 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.

Position Overview

We are seeking a writer with exceptional ability to explain complex topics simply, correctly, and engagingly. This role blends thought leadership, client communications, and marketing support. The ideal candidate is a natural explainer—comfortable moving between financial, technical, and policy subjects and producing clear, long‑form narratives.

Key Responsibilities

• Write thought leadership posts on topics at the intersection of finance, technology, and policy.
• Draft and edit responses to RFIs and RFPs.
• Oversee and improve written communication across client communications, marketing, and sales outreach.
• Collaborate with subject‑matter experts to produce accurate, engaging explanations of complex ideas.
• Ensure consistency of tone, clarity, and persuasiveness across all company writing.

Qualifications

• Demonstrated ability to write about complex topics in a simple, engaging way.
• Experience with finance, economics, technology, or related analytical domains preferred.
• Portfolio that includes long‑form explanatory writing—beyond technical documentation and beyond marketing material.
• Versatility in tone and audience: can write thought leadership, persuasive client communication, and narrative explanation.
• Familiarity with wealth management, economics, or SaaS products a plus but not required.

Writing Samples Required

Applicants must provide writing samples that demonstrate clarity, accuracy, and engagement.

What we’re looking for

• Long‑form explanatory pieces on complex topics (published or unpublished) that demonstrate clarity of thought, storytelling ability, and a knack for keeping readers engaged while unpacking complicated ideas.
• Fictional or narrative writing that demonstrates creativity and storytelling skill.
• Any work that shows the ability to make technical or financial material accessible to non-specialists.

What not to send

• Solely or purely technical documentation (it doesn’t give us enough sense of your ability to explain complexity in a free‑flowing, engaging style). Avoid overly generic or filler phrases—we’re interested in original, thoughtful writing. We’re looking for context‑rich, free‑flowing content that demonstrates vision, creativity, and precision.

Why Join Smartleaf?

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

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Marketing, Public Relations, and Writing/Editing