New York City, NY
Automated investing platform for individuals and advisors
Betterment builds automated investing technology with expert support for personal investing, savings, 401(k) plans for businesses, and custodial services for RIAs. It serves individuals, employers, and financial advisors seeking to manage wealth efficiently. This simplifies financial management and empowers users to achieve goals with confidence.
Manage end-to-end monthly incentive compensation processes for go-to-market teams, including ICM platform administration, plan design support, reporting, automation, and cross-functional coordination with Revenue Ops, Sales, Finance, and HR. Requires 5+ years in incentive comp or RevOps with hands-on ICM experience.
Lead the Advised channel sales team selling Betterment at Work's 401(k) offering through financial advisors and RIAs. Own pipeline quality, forecast accuracy, rep coaching/development, and partner with BD on playbooks and strategy for growing advisor partnerships. Requires 3+ years managing quota-carrying B2B sales teams.
Manage a book of strategic 401(k) clients as a trusted advisor, driving retirement plan success, participant outcomes, compliance, and financial wellness goals through strategy sessions, cross-functional collaboration, and continuous optimization.
Senior Manager owning end-to-end commercial operations, Deal Desk, and promotions for Betterment's Revenue Operations. Designs scalable workflows across Sales, Marketing, and CX; structures non-standard deals; partners with Finance and Legal. Requires 7+ years in sales/commercial ops, ideally in fintech/SaaS, with strong analytical and process skills.
Lead the Broker-Dealer Product team at Betterment, owning foundational asset management, custody, trading, and market data platforms powering $70B+ in assets. Manage PMs, set technical strategy, ensure operational excellence, and partner cross-functionally in a regulated environment.
Staff-level architect owning the target architecture, integrations, and health of Betterment's GTM systems ecosystem centered on Salesforce. Defines technical direction, leads complex cross-system initiatives, mentors the team, and partners with Sales, BAS, B@W, Data, and Engineering stakeholders. Requires deep Salesforce and multi-tool GTM architecture expertise.
Senior Manager responsible for sourcing, contracting, onboarding, and growing co-selling and referral channel partners for Betterment at Work. Requires 5-7+ years in partnerships or BD, ideally in fintech or B2B SaaS, with proven ability to generate pipeline and revenue.
Legal Counsel role supporting Betterment's corporate and commercial needs through drafting and negotiating vendor, technology, and commercial agreements, providing transaction support (M&A, securities), managing governance matters, and partnering with business teams on products and risk. Requires JD, 4+ years transactional experience, and strong business acumen.
Risk Manager on the 2LOD team owning risk processes, performing assessments, monitoring third-party and operational risks, and providing effective challenge to product teams. Requires 4+ years financial services operational risk experience, SQL/data skills, and proficiency with AI/automation tools.
HR Business Partner partnering with leaders on people strategy, talent management, employee relations, and organizational planning. Requires 5+ years HRBP experience, strategic thinking, and strong collaboration with senior leadership.
Senior Fraud Analyst responsible for owning customer risk rating, KYC, and fraud monitoring models at Betterment. Uses data analytics and SQL to design rules, monitor performance, reduce false positives, and partner cross-functionally with Data, Compliance, Product, and Engineering to mitigate emerging fraud threats while balancing customer experience.
Manage end-to-end creative production for marketing campaigns at Betterment, coordinating briefs, schedules in Jira, vendors, and quality control across brand, product marketing, and compliance teams. Requires 3+ years PM experience in creative/marketing, familiarity with design and AI tools.
Senior Mobile Engineer building and leading development of Betterment's consumer-facing React Native mobile app. Collaborate with product, design, and full-stack teams to create delightful experiences for customers' financial journeys; mentor juniors while ensuring high code quality, performance, and scalability.
B2B Demand Generation Marketing Manager driving paid media, ABM, and email nurture campaigns to generate qualified pipeline for Betterment's 401(k) sales organization. Requires 4+ years B2B demand gen experience and strong paid media background.
Lead and develop a team of ~10 licensed IARs delivering white-glove support to high-net-worth clients via chat, email, and phone. Own performance metrics, QA, staffing, and cross-functional collaboration to drive satisfaction and retention.
Write and edit high-impact lifecycle marketing content across email, push, in-app, social, and owned channels. Use AI tools and AEO/GEO best practices to scale output while maintaining brand voice and compliance in a regulated financial services environment.
Engineering Manager leading 6-8 backend engineers building trading technology for a financial services platform. Requires 3+ years of engineering management and 8+ years building backend distributed systems in Java or similar.
Senior Engineering Manager leading Application Security squad to build secure software by default through threat modeling, design reviews, vulnerability management, and developer tooling. Requires hands-on team leadership and expertise across the AppSec stack.
Senior security engineer leading workforce IAM, endpoint security, and AI tool governance for a fintech company. Hands-on IC role focused on Okta, SaaS security, and Zero Trust architecture in a hybrid NYC environment.
Lead Support organization across retail CX, advisor support, and operations. Manage global BPO partnerships, multimillion-dollar budget, quality standards, and cross-functional readiness for product and regulatory changes.
Senior Backend Engineer on Broker Dealer platform building and scaling trading/money-movement systems with Java, SQL, and distributed systems while mentoring engineers and leading cross-team projects.
Leads external communications strategy for a fintech firm, managing PR agencies, media relations, product launches, and executive visibility while ensuring regulatory compliance. Requires 10+ years in comms/PR with leadership experience in financial services.
Owns product roadmap for user trust features including identity verification, authentication, and risk controls in fintech products. Leads cross-functional teams to balance security, customer experience, and regulatory compliance through experiments and metrics.
Senior Full Stack Engineer builds customer-facing financial applications, collaborating with Product and Design teams to deliver delightful experiences using Ruby on Rails, React.js, and GraphQL. Leads initiatives ensuring high quality, performance, and security.
Handles litigation, arbitrations, regulatory inquiries, and policy advocacy for a fintech company. Requires JD, NY bar admission, and 4+ years of litigation experience, with financial services knowledge preferred.
Oversees marketing compliance reviews for investment products, ensuring adherence to SEC and FINRA regulations. Manages a small team, marketing review tools including AI, vendor reviews, and compliance programs while partnering with marketing.
Owns full lifecycle of AI initiatives for customer support and operations, from ideation to launch, focusing on improving automation rate, AHT, agent productivity, and satisfaction. Requires 7-10+ years in CX ops or technical program management with hands-on AI tool experience.
Leads AI platform strategy and infrastructure for deploying AI features across Betterment's products, partnering with product, compliance, and engineering teams. Requires deep LLM expertise, fullstack experience with React/GraphQL/server languages, and production AI operations in a regulated environment.
Senior Software Engineer on the AI Platform team builds shared infrastructure, LLM evaluation frameworks, and internal libraries to enable product teams to deploy AI features responsibly. Requires fullstack experience with React, GraphQL, server languages, and production AI operations expertise.
Staff Engineer building scalable systems for user trust, fraud prevention, KYC, risk scoring, and compliance. Requires fullstack expertise in Ruby on Rails and React, plus experience leading projects in high-trust financial environments.
Leads Detection Engineering team to build and operate security detection across cloud, SaaS, and products. Requires 7+ years security experience, 2+ years managing engineers, SIEM expertise (Splunk), and player-coach leadership in NYC hybrid role.
Drive top-of-funnel growth through outbound prospecting for 401(k) or custody solutions, generating leads via cold calling, email, and LinkedIn. Communicate prospect needs to Account Executives and articulate value propositions; no prior experience required but sales tech familiarity is a plus.
Designs, scales, and operates IT infrastructure including identity management, SaaS platforms, and macOS endpoints. Requires 6+ years experience, Okta expertise, scripting skills, and bachelor's degree or equivalent.
Staff Backend Engineer builds and scales trading/money-movement systems for Broker Dealer platform, ensuring regulatory compliance and efficiency. Requires 10+ years experience with Java/SQL, distributed systems, and technical leadership.
Engineering Manager leads a full-stack team building financial wellness software, acting as player-coach to deliver intuitive user experiences. Requires hands-on engineering experience with Ruby on Rails, React, GraphQL and strong leadership skills.
Senior Product Security Engineer leads security initiatives, conducts threat modeling and architecture reviews, and builds secure systems using AWS, Kubernetes, and modern languages. Requires 5+ years software experience and deep web app security knowledge.