Betterment

👥 101-250💰 $60,000,000 Debt Financing over 3 years ago🫂 Last layoff about 2 years agoImpact InvestingFinancial ServicesRetirementFinanceFinTech💼 Private Company
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Betterment is a leading financial services company that provides smart, automated investing solutions. We empower individuals and financial advisors with cutting-edge technology to manage investments, retirement accounts, and financial wellness programs. Our platform offers customized, diversified portfolios and tools like Tax Loss Harvesting and RetireGuide to help users achieve their financial goals. We're at the forefront of the FinTech revolution, committed to making people's lives better through innovative technology. Our tech stack includes SPF, SSL by Default, Google Tag Manager, HSTS, Google Analytics, and a Content Delivery Network, allowing us to provide secure and efficient services. We value diverse perspectives and foster a collaborative environment where all voices are heard. We are a remote-eligible company. Betterment is headquartered in New York City and is an active company with 101-250 employees. With a strong focus on making people's lives better, we are committed to a community of innovators working to transform financial outcomes for real people. With several funding rounds, including a recent debt financing, we are on a solid growth trajectory. We offer a competitive equity package, health, dental, and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy.

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💸 77000.0 - 84000.0 USD per year

🔍 Financial Services or Fintech

  • 5+ years of experience in a project management, relationship management, or advisor services role, ideally within the financial services or fintech industry.
  • Strong understanding of asset transfer processes and strategies.
  • In-depth knowledge of financial advising processes, including asset management, client account setup, and ongoing advisor-client interactions.
  • Excellent communication and relationship-building skills, with a proven ability to work with clients and internal teams to ensure successful outcomes.
  • Experience in collaborating cross-functionally with sales, product, and technical teams to align on business needs and technical solutions.
  • Strong organizational skills and ability to manage multiple projects simultaneously, while ensuring deadlines and expectations are met.
  • Highly detail-oriented with a focus on process improvement and operational efficiency.
  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
  • Series 66, CFP, or equivalent licensing preferred
  • Own and manage the end-to-end implementation process for advisors, ensuring timely and successful asset transfers, account setups, and product adoption.
  • Collaborate cross-functionally with sales, product, and customer success teams to align on implementation needs and advisor-specific requirements.
  • Be a technical product expert, providing deep insights into the Betterment platform, asset transfer processes, and integration points.
  • Work directly with advisors to understand their needs and guide them on how to best utilize Betterment’s product to optimize their workflows.
  • Track and manage the progress of multiple advisor implementations simultaneously, ensuring smooth transitions and clear communication throughout.
  • Work to resolve any implementation issues or concerns, ensuring that advisors have a positive and productive onboarding experience.
Posted 20 days ago
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💸 63750.0 - 95000.0 USD per year

🔍 Financial Services, SaaS

  • Experience in Client Success, Account Management, or similar role within the financial services or SaaS industry, managing enterprise or advisor relationships
  • Strong communication skills, including the ability to effectively engage with clients in verbal, written, and presentation formats
  • Proven ability to deepen client relationships, leading to high retention rates and business growth
  • Enthusiasm for advisor-driven solutions and a client-first mindset
  • Experience with wealth management, advisory services, or financial technology (FinTech) is preferred
  • Knowledge of ZenDesk, Salesforce, or similar CRM tools
  • Familiarity with investment management or financial advisory practices
  • Cultivate and expand relationships with a growing book of financial advisor clients
  • Align with advisors on their business objectives and support them in delivering enhanced value to their end clients
  • Partner with internal teams, including sales, operations, support, and product, to ensure a smooth ongoing experience for existing advisors and assist them with adopting new products & features
  • Provide training, education, and ongoing support to advisors, empowering them to maximize the Betterment platform
  • Proactively identify and address client risks, strategizing ways to mitigate churn and strengthen advisor relationships
  • Represent the voice of the advisor to internal stakeholders, contributing insights that influence product development and enhancements
  • Serve as a main point of contact for support issues, questions, and escalations
  • Support advisors in growing their client base by delivering insights, tools, and best practices to optimize their use of Betterment’s platform and services
Posted 27 days ago
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📍 United States

🧭 Full-Time

🔍 Financial Services

  • 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions)
  • Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
  • Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
  • Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
  • Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
  • Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
  • Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process
  • Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West region
  • Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions
  • Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
  • Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West territory, while managing time effectively across a wide geographic region
  • Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
  • Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West
  • Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership

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Posted 3 months ago
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