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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🔍 Financial Services

  • Sales experience working in Financial Services or B2B tech sales selling to Financial Advisors
  • Experience in the retirement industry and building relationships with retirement specialists
  • Curiosity and interest in financial products and retirement planning
  • Own a sales territory to grow Betterment’s retirement platform by partnering with Financial Advisors to increase sales of retirement plans
  • Own the full sales cycle from prospecting to close for the Advisor’s retirement plan business
  • Travel in territory (25%) to deepen relationships with top advisors and maximize sales outcomes
Posted 9 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
  • 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
  • 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

Business DevelopmentSalesforceREST APICommunication SkillsNegotiationRelationship buildingTeamworkClient relationship managementSales experienceMarket ResearchStrategic thinkingCRMFinancial analysis

Posted 4 months ago
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