Financial Technical Writer Job at Smartleaf in Boston

Overview

Join to apply for the Financial Technical Writer role at Smartleaf .

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.

We value writers who can explain complex ideas with clarity and style. Exemplars include Matt Levine, Paul Krugman, and Patrick McKenzie—not because we want clones, but because they show how complex subjects can be made simple, correct, and engaging.

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

Writing samples required

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

What we’re looking for

What not to send

Why join Smartleaf?

Seniority level

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