Betterment

Build top-of-funnel pipeline for Betterment’s retirement and advisor solutions through outbound prospecting, qualifying opportunities, and handing warm leads to Account Executives. No experience is required, though sales or sales-adjacent experience and strong communication skills are preferred.

The Revenue Operations Manager will lead forecasting, revenue planning, executive reporting, quota analytics, and scalable reporting systems while using AI to automate and improve go-to-market operations. The role requires at least five years of relevant experience, SQL fluency, Salesforce expertise, and strong analytical and executive communication skills.

Supports semi-monthly payroll processing, employee benefits administration, compliance, recordkeeping, and employee inquiries for a hybrid New York City People team. Requires 1–2 years of payroll and benefits experience, ADP or comparable HRIS expertise, and strong Excel skills.

Supports 401(k) compliance testing, plan administration, operational error corrections, and audit requests while improving scalable processes. The role requires retirement-industry experience, strong organization, cross-functional communication, and familiarity with compliance testing software.

Executes multichannel B2B marketing campaigns for Betterment at Work, including email nurture, social, webinars, content, and events. Requires at least three years of B2B or SaaS marketing experience, strong writing and project management skills, and familiarity with marketing automation and CRM platforms.

Creates and publishes organic social content across Betterment’s business lines, translating financial topics, product launches, and brand moments into engaging posts and short-form video. Requires 2–3 years of social, digital marketing, or content experience plus strong writing, visual communication, and workflow-management skills.

Leads technical product roadmaps and cross-team programs for platform capabilities spanning infrastructure, developer experience, security, SRE, APIs, and authentication. The role requires strong technical depth, prioritization judgment, stakeholder influence, and experience driving measurable platform outcomes.

Own stakeholder discovery, prioritization, roadmapping, and vendor evaluation for internal business systems and sales technology. The role requires 5+ years bridging business and technical teams, plus working knowledge of Salesforce and complex go-to-market ecosystems.

Sr. Accountant on Betterment's Controller team handling month-end close, fixed assets, revenue accounting, process improvements, and external audits. Requires 3-5 years accounting experience, US GAAP knowledge, financial reporting expertise, and Excel proficiency; CPA preferred.

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.

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.

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.

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.

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.

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.

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.

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.

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.