Jobs at Betterment
5,489 open positions
Account Executive, Referral Partners
Company: Betterment
Location: New York City, NY
Posted Apr 28, 2024
<div><b><strong>About Betterment<strong><b> <p>Betterment is a leading technologydriven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401k for small and mediumsized businesses Our team is passionate about our mission making peoples lives better Were headquartered in NYC and offer hybrid NYbased three days week inoffice and select nonNYbased remote positions<p> <div> <p><b><strong>About the role<strong><b> <p><p>We are seeking a talented and ambitious Account Executive to join our Referral Partner team You will have a unique opportunity to help shape the future of the channel as an early member of our Referral Partner team In this role you will be responsible for leading the full cycle Referral Partner sales process from new partner acquisition to existing partner activation to closing referred deals that result in Bookings <p> <p>You are a techsavvy partner sales professional who is passionate about working with decisionmakers to add a retirement offering to their employee benefits or transition plans from their existing provider You are proficient in navigating strategic sales processes with multiple stakeholders while managing a high velocity sales cycle You also have a proven track record of working with referral partners to generate sales pipeline and execute a coselling motion<p> <p>This role is based out of our NYC office Actual salaries may vary depending on factors including but not limited to location experience and performance The range listed is just one component of Betterments total compensation package for employees <p> <ul><li>New York City $85000 $97500 + Commission<li> <ul><p>We offer a competitive equity package health dental and vision benefits life and ADampD shortterm and longterm disability insurance EAP commuterparking FSAHSA and a 401k offering with employer match as well as a flexible PTO policy This job is eligible for variable compensation in the form of a commission bonus For jobs based out of our NYC HQ we require in office attendance Tuesday through Thursday weekly<p> <p><b><strong>A day in the life<strong><b> <p><ul><li>Create new and build existing relationships with Benefit Brokers and HR Consultancy partners to drive meaningful sales outcomes referrals sales opportunities<li> <li>Maximize referral intake lanes and build sales pipeline by developing strong relationships across all levels for existing Referral Partners<li> <li>Manage prospective partner and sales pipelines in Salesforce to accurately forecast new partner acquisition and revenue<li> <li>Conduct discovery and product demonstration calls managing the entire sales cycle to closing deals and selling the value of Betterment products<li> <li>Close business and achieve quota attainment consistently<li> <li>Provide new clients with great experience by working closely with Onboarding and CSM teams to ensure smooth handoffs<li> <li>Provide voice of the client partner and industry to Marketing and Product teams to drive roadmaps<li> <ul><p><b><strong>What were looking for<strong><b> <p><ul><li>3+ years of referral partner sales experience working in B2B techSaaS sales with proven track record of success top 10 of sales organization<li> <li>Experience with SPICED or comparable sales framework<li> <li>Experience in Benefit Brokers and HR Consultancy referral partner sales is highly desirable<li> <li>Experience with Referral Partner sales technology stack ie Groove Salesforce PartnerStack LinkedIn Sales Navigator Gong<li> <li>Ability to thrive in a fast paced environment<li> <li>Selfmotivated accountable organized communicative and adaptable professional with willingness to learn while holding self to highest of standards<li> <li>National travel expectations of 2040 of your time<li> <ul><div><b><strong>What being at Betterment means for you<strong><b> <p><strong>We change lives<strong><p> <p>Join a community of innovators working to transform financial outcomes for real people Your work will make an impact always laddering up to our mission making peoples lives better<p> <p><strong>We set audacious goals<strong><p> <p>We set them for the company our customers and ourselvesand we wont stop until we reach them We dont just show up we give our all then celebrate our wins<p> <p><strong>We value all perspectives<strong><p> <p>When we collaborate were at our best We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community<p> <p> <strong>We invest in you with<strong><p> <ul><li>A competitive suite of benefits including medical dental and vision insurance life and ADampD insurance STD and LTD benefits including infertility support and World Professional Association for Transgender Health approved benefits and generous parental leave <li> <li>Flexible paid time off and encouragement to use it<li> <li>Meaningful opportunity for community building through our 7 Employee Resource Groups<li> <li>Empowerment to own and lead change and affect the business<li> <li>Dedicated professional development opportunities<li> <li>Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️<li> <li>Lunch from our inhouse chef three days a week at our NYC headquarters<li> <ul><p><b><strong>What happens next<strong><b> <p><p>Well take a few weeks to review all applications If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues<p> <p>In the interview process well look to learn more about your skills experiences capabilities and motivators Many of our questions will be aimed at understanding how you might operate here at Betterment Depending on the role we may ask you to complete a case study exercise or technical assessments as we want to collect a robust set of data points to better inform our decisions<p> <p>On average it takes us around 35 weeks to make a hiring decision depending on your availability and sense of urgency As a best practice we aim to interview at least 23 final round candidates before making a hiring decision Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process <p> <p>We recognize that interviewing for a new role is a big deal We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process<p> <p><em><span>Please note that Betterment is dedicated to providing accommodations to candidates upon request If you need accommodations at any point throughout the interview process please reach out to your recruiter<span><em><p> <p><strong>Come join us <strong><p> <p><em><span>Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender including gender nonconformity and status as a transgender or transsexual individual sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law <span><em><p> <p><span><strong>EVerify Statement<strong><span><p> <p><em><span>Betterment participates in EVerify We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization Please note that we do not use this information to prescreen job applicants<br >EVerify Notice<br >EVerify Notice Spanish<br >Right to Work Notice<br >Right to Work Notice Spanish<span><em><p> <p><strong>CPRA Language CA Applicants ONLY <strong><p> <p><em><span>We collect and store personal information for the purposes of candidate tracking for this role and future opportunities The information you provide in the course of completing your application will be kept for up to 24 months We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting To access the data that is collected request deletion or to make updates to your candidate profile please email <span><em><em><span>teamhirebettermentcom<span><em><em><span> <span><em><p> <div>
Account Executive, Partnerships (Texas Region)
Company: Betterment
Location: Remote
Posted Mar 22, 2024
Betterment is a leading financial services company that offers investing and retirement solutions. They are seeking a Partner Account Executive to join their team, with a competitive salary range and benefits package.
Account Executive, Partnerships (Southeast Region)
Company: Betterment
Location: Remote
Posted May 11, 2024
Betterment is a leading financial services company that offers investing and retirement solutions. They are seeking a Partner Account Executive to join their team, with a competitive salary range and benefits package.
Staff Technical Program Manager
Company: Betterment
Location: New York City, NY
Posted Apr 12, 2024
Betterment, a leading financial services company, is seeking a Staff Technical Program Manager. The role involves driving delivery of technical projects, managing cross-functional projects, guiding Agile methodologies, partnering with multiple stakeholders, implementing process improvements, and providing mentorship. The ideal candidate should have 6+ years of technical product/program/project management experience, proficiency in project management tools, Agile certification, and strong communication skills. Betterment offers competitive compensation, benefits, and a supportive work environment.
Account Executive, Partnerships (Southeast Region)
Company: Betterment
Location: Remote
Posted Mar 22, 2024
Betterment, a leading financial services company, is seeking an experienced Partner Account Executive for a remote-eligible role based in the Southeast Region. The role involves leading the Partner sales process, building relationships with strategic partnership sales resources, and managing a lead funnel. The ideal candidate should have 5+ years of B2B tech/SaaS sales experience, a strong interest in financial products, and excellent communication skills. Betterment offers a competitive compensation package, including a base salary, commission, and comprehensive benefits.
401(k) Client Success Manager
Company: Betterment
Location: New York City, NY
Posted May 09, 2024
Betterment is seeking a Client Success Manager for its award-winning 401(k) solution, Betterment at Work. The role involves servicing and driving success for advisor clients and plan sponsors, ensuring a seamless experience for operating and growing their 401(k) plans. The ideal candidate should have 4+ years of experience in Client Success or Account Management, proven ability to retain clients, grow client relationships, and manage stakeholders at various levels. The position offers a competitive salary, equity package, and comprehensive benefits. Betterment values diversity, inclusivity, and professional development, providing opportunities for growth and community building.
Sr. Firm Operations Associate
Company: Betterment
Location: New York City, NY
Posted Apr 30, 2024
Betterment, a technology-driven financial services company, is seeking a detail-oriented, process-driven individual for an Operations role in NYC. The role involves driving daily financial operations, reconciling reports, collaborating with various teams, and troubleshooting operational issues. Prior experience in finance or operations, high proficiency in Excel, and ability to obtain a Finra Series 27 license are required. Betterment offers competitive compensation, benefits, and opportunities for professional growth.
Account Executive, Partnerships (Southern California Region)
Company: Betterment
Location: Remote
Posted Mar 22, 2024
<div><b><strong>About Betterment<strong><b> <p>Betterment is a leading technologydriven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401k for small and mediumsized businesses Our team is passionate about our mission making peoples lives better Were headquartered in NYC and offer hybrid NYbased three days week inoffice and select nonNYbased remote positions<p> <div> <p><b><strong>About the role<strong><b> <p><p>We are seeking an ambitious Partner Account Executive to join our team In this role you will be responsible for leading the Partner sales process from contacting leads to closing deals that result in Bookings You are a techsavvy seller who is passionate about working with decisionmakers to add a retirement offering to their employee benefits or transition plans from their existing provider This position will be based in NYC focused on generating new business and representing Betterment at Work 401k solutions<p> <p>This role is remote eligible we are looking to hire in both the Southern California Region Below weve reflected the base salary range we would offer for this position The actual compensation offered will be based on candidate experience and performance The range listed is just one component of Betterments total compensation package for employees<p> <ul><li>$85000 $97500 + Commission<li> <ul><p>We offer a competitive equity package health dental and vision benefits life and ADampD shortterm and longterm disability insurance EAP commuterparking FSAHSA and 401k with employer match as well as a flexible PTO policy This job is eligible for variable compensation in the form of a commission bonus<p> <p><b><strong>A day in the life<strong><b> <p><ul><li>Build strong relationships with existing and new strategic partnership sales resources to drive meaningful sales outcomes leads and opportunities created<li> <li>Focus on meeting and exceeding sales goals and objectives<li> <li>Manage a lead funnel assisting prospects with email chat and phone correspondence<li> <li>Conduct discovery and online demonstration calls managing the entire sales cycle to closing deals and selling the value of Betterment products<li> <li>Develop relationships with all levels of the Partner organizations to maximize sales opportunities<li> <li>Ensure effective and consistent use of Salesforce <li> <li>Provide voice of the client partner and industry to marketing and product management to drive roadmaps<li> <li>Regional travel expectations of 2040 of your time<li> <li>The territory covers the following locations Los Angeles Irvine San Diego Riverside<li> <ul><p><b><strong>What were looking for<strong><b> <p><ul><li>5+ years of sales experience working in B2B techSaaS sales and coselling with Partner field sales resources managing a lead funnel<li> <li>Experience in payrollHCM sales is highly desirable<li> <li>Curiosity and interest in financial products and retirement planning <li> <li>Demonstrated track record of high performance <li> <li>Ability to grasp and communicate complex financial concepts<li> <li>High energy and willingness to learn<li> <li>Selfmotivated and adaptable to change<li> <li>Strong communication skills you will collaborate with our sales team to drive process improvements<li> <li>Experience with sales technology stack like Outreach and Salesforce<li> <ul><div><b><strong>What being at Betterment means for you<strong><b> <p><strong>We change lives<strong><p> <p>Join a community of innovators working to transform financial outcomes for real people Your work will make an impact always laddering up to our mission making peoples lives better<p> <p><strong>We set audacious goals<strong><p> <p>We set them for the company our customers and ourselvesand we wont stop until we reach them We dont just show up we give our all then celebrate our wins<p> <p><strong>We value all perspectives<strong><p> <p>When we collaborate were at our best We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community<p> <p> <strong>We invest in you with<strong><p> <ul><li>A competitive suite of benefits including medical dental and vision insurance life and ADampD insurance STD and LTD benefits including infertility support and World Professional Association for Transgender Health approved benefits and generous parental leave <li> <li>Flexible paid time off and encouragement to use it<li> <li>Meaningful opportunity for community building through our 7 Employee Resource Groups<li> <li>Empowerment to own and lead change and affect the business<li> <li>Dedicated professional development opportunities<li> <li>Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️<li> <li>Lunch from our inhouse chef three days a week at our NYC headquarters<li> <ul><p><b><strong>What happens next<strong><b> <p><p>Well take a few weeks to review all applications If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues<p> <p>In the interview process well look to learn more about your skills experiences capabilities and motivators Many of our questions will be aimed at understanding how you might operate here at Betterment Depending on the role we may ask you to complete a case study exercise or technical assessments as we want to collect a robust set of data points to better inform our decisions<p> <p>On average it takes us around 35 weeks to make a hiring decision depending on your availability and sense of urgency As a best practice we aim to interview at least 23 final round candidates before making a hiring decision Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process <p> <p>We recognize that interviewing for a new role is a big deal We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process<p> <p><em><span>Please note that Betterment is dedicated to providing accommodations to candidates upon request If you need accommodations at any point throughout the interview process please reach out to your recruiter<span><em><p> <p><strong>Come join us <strong><p> <p><em><span>Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender including gender nonconformity and status as a transgender or transsexual individual sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law <span><em><p> <p><span><strong>EVerify Statement<strong><span><p> <p><em><span>Betterment participates in EVerify We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization Please note that we do not use this information to prescreen job applicants<br >EVerify Notice<br >EVerify Notice Spanish<br >Right to Work Notice<br >Right to Work Notice Spanish<span><em><p> <p><strong>CPRA Language CA Applicants ONLY <strong><p> <p><em><span>We collect and store personal information for the purposes of candidate tracking for this role and future opportunities The information you provide in the course of completing your application will be kept for up to 24 months We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting To access the data that is collected request deletion or to make updates to your candidate profile please email <span><em><em><span>teamhirebettermentcom<span><em><em><span> <span><em><p> <div>
Operations Associate
Company: Betterment
Location: New York City, NY
Posted Apr 03, 2024
Betterment, a technology-driven financial services company, is seeking a detail-oriented, process-driven individual for an operations role in NYC. The role involves collaborating with various teams to address customer inquiries, drive daily operations, and optimize workflows. Prior experience in a financial institution or fintech environment is preferred. Betterment offers a competitive compensation package, including health benefits, a 401(k) with employer match, and a flexible PTO policy.
Marketing Associate
Company: Betterment
Location: New York City, NY
Posted Apr 28, 2024
<div><b><strong>About Betterment<strong><b> <p>Betterment is a leading technologydriven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401k for small and mediumsized businesses Our team is passionate about our mission making peoples lives better Were headquartered in NYC and offer hybrid NYbased three days week inoffice and select nonNYbased remote positions<p> <div> <p><b><strong>About the role<strong><b> <p><p>Betterments B2B Marketing Team is seeking a driven marketer to aid in the designing and execution of growth strategies for our rapidly growing Betterment at Work business line <p> <p>Reporting to our Sr Demand Generation Marketing Manager and working closely with the broader Acquisition Marketing and Betterment at Work teams you will help execute brand awareness lead generation and lead nurture campaigns and build our pipeline of qualified leads In this role you will help implement integrated campaigns develop winning content and help deliver qualified leads to our Sales partners <p> <p>This role is based out of our NYC office Below weve reflected the base salary range we would offer for this position Actual salaries may vary depending on factors including but not limited to location experience and performance The range listed is just one component of Betterments total compensation package for employees <p> <ul><li>New York City $65000 $75000<li> <ul><p>We offer a competitive equity package health dental and vision benefits life and ADampD shortterm and longterm disability insurance EAP commuter and parking benefits FSAHSA and 401kwith employer match as well as a flexible PTO policy For jobs based out of our NYC HQ we require in office attendance Tuesday through Thursday weekly<p> <p><b><strong>A day in the life<strong><b> <p><ul><li>Support the content marketing strategy across owned channels to grow inbound lead generation and support our enterprise sales team<li> <li>Manage project timelines and deliverable tracking communicating with internal leads to collect and deliver assetsinformation and send reminders of approaching deadlines<li> <li>Support marketing automation and nurture efforts<li> <li>Stand up new lead intake channels and webforms when new referral partners are launched<li> <li>Execute against paid media plans including assisting with vendor management and coordinating creative and compliance requests<li> <li>Distribute marketing content consistently across web social and email channels ensuring it is compelling engaging and can drive relevant traffic<li> <li>Participate in quarterly media planning and campaign ideation<li> <li>Collaborate with sales partners on executing incremental activities to drive revenue generation and implement builds based on customer feedback<li> <li>Circulate regular updates on key reports <li> <li>Assist with database and list management to ensure data hygiene and facilitate a strategically segmented marketing nurture program<li> <ul><p><b><strong>What were looking for<strong><b> <p><ul><li>2+ years experience in B2B or SaaS Marketing<li> <li>Proficiency in marketing automation CRM systems and analytics tools Hubspot experience a plus<li> <li>Familiarity with B2B marketing best practices and channel tactics events webinars content email nurture<li> <li>Collaborative team player who excels at building relationships and has a desire to learn<li> <li>Excellent written and verbal communication skills<li> <li>Demonstrated selfstarter with strong project management skills and ability to work independently<li> <ul><div><b><strong>What being at Betterment means for you<strong><b> <p><strong>We change lives<strong><p> <p>Join a community of innovators working to transform financial outcomes for real people Your work will make an impact always laddering up to our mission making peoples lives better<p> <p><strong>We set audacious goals<strong><p> <p>We set them for the company our customers and ourselvesand we wont stop until we reach them We dont just show up we give our all then celebrate our wins<p> <p><strong>We value all perspectives<strong><p> <p>When we collaborate were at our best We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community<p> <p> <strong>We invest in you with<strong><p> <ul><li>A competitive suite of benefits including medical dental and vision insurance life and ADampD insurance STD and LTD benefits including infertility support and World Professional Association for Transgender Health approved benefits and generous parental leave <li> <li>Flexible paid time off and encouragement to use it<li> <li>Meaningful opportunity for community building through our 7 Employee Resource Groups<li> <li>Empowerment to own and lead change and affect the business<li> <li>Dedicated professional development opportunities<li> <li>Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️<li> <li>Lunch from our inhouse chef three days a week at our NYC headquarters<li> <ul><p><b><strong>What happens next<strong><b> <p><p>Well take a few weeks to review all applications If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues<p> <p>In the interview process well look to learn more about your skills experiences capabilities and motivators Many of our questions will be aimed at understanding how you might operate here at Betterment Depending on the role we may ask you to complete a case study exercise or technical assessments as we want to collect a robust set of data points to better inform our decisions<p> <p>On average it takes us around 35 weeks to make a hiring decision depending on your availability and sense of urgency As a best practice we aim to interview at least 23 final round candidates before making a hiring decision Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process <p> <p>We recognize that interviewing for a new role is a big deal We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process<p> <p><em><span>Please note that Betterment is dedicated to providing accommodations to candidates upon request If you need accommodations at any point throughout the interview process please reach out to your recruiter<span><em><p> <p><strong>Come join us <strong><p> <p><em><span>Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender including gender nonconformity and status as a transgender or transsexual individual sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law <span><em><p> <p><span><strong>EVerify Statement<strong><span><p> <p><em><span>Betterment participates in EVerify We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization Please note that we do not use this information to prescreen job applicants<br >EVerify Notice<br >EVerify Notice Spanish<br >Right to Work Notice<br >Right to Work Notice Spanish<span><em><p> <p><strong>CPRA Language CA Applicants ONLY <strong><p> <p><em><span>We collect and store personal information for the purposes of candidate tracking for this role and future opportunities The information you provide in the course of completing your application will be kept for up to 24 months We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting To access the data that is collected request deletion or to make updates to your candidate profile please email <span><em><em><span>teamhirebettermentcom<span><em><em><span> <span><em><p> <div>
Sr. Manager, Strategic Partner Initiatives
Company: Betterment
Location: New York City, NY
Posted Apr 03, 2024
Betterment is a leading financial services company that offers investing and retirement solutions. They are seeking a talented individual to join their Partnerships and Strategic Initiatives team. The role involves identifying and evaluating partnership opportunities, building relationships with external partners, and executing partnership agreements.
Product Designer - Betterment at Work
Company: Betterment
Location: New York City, NY
Posted Apr 06, 2024
Betterment, a leading financial services company, is seeking a Product Designer for its Betterment at Work platform. The role involves designing intuitive, delightful experiences for customers managing their 401(k) and retirement accounts. The ideal candidate should have 3+ years of relevant experience, a strong portfolio, and excellent communication skills. Betterment offers a competitive compensation package, including equity, benefits, and flexible PTO. The company values diversity, inclusivity, and professional development.