# Sr. Manager, Advised 401k Sales

**Company:** [Betterment](https://hotfix.jobs/companies/betterment)
**Location:** New York, NY
**Role:** Sales Engineering
**Salary:** $240k – $280k/yr
**Experience:** 3+ years
**Skills:** b2b sales management, sales coaching, Pipeline Management, Forecasting, Sales Playbooks, QBRs, Account Planning, financial advisors, rias, 401k, Fintech, Channel Sales
**Posted:** 2026-07-21

> 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.

## Job Description

## Responsibilities
- Run pipeline reviews with AEs, holding deals to qualification standards
- Coach reps on working through financial advisors and RIAs, building advisor trust and navigating multi-stakeholder sales cycles
- Manage target account list (TAL) coverage across the team, prioritizing high-value advisors and firms and holding reps accountable to activity standards
- Join advisor calls to coach live on positioning, pricing conversations, and objection handling
- Own forecast accuracy for the channel, rolling up individual rep calls into reliable numbers for leadership
- Review win/loss data and deal velocity to identify issues and adjust coaching or process
- Run QBRs with the team, using performance data to set quarterly priorities
- Manage rep development day-to-day, from ramping new hires to addressing underperformance
- Work with Business Development to define and refine playbooks for large advisor partnerships: qualification, activation, and coverage
- Build feedback loops between sales and BD teams so field learnings shape sourcing and prioritization
- Review and refine cross-functional processes, ownership, handoffs as the advisor partnership motion matures
- Partner with Head of Sales on channel strategy, comp structure, and product gaps affecting the Advised business

## Requirements
- 3+ years managing a quota-carrying B2B sales team, ideally in a channel or partner-driven model
- Experience selling into or through financial advisors, RIAs, or broker-dealers strongly preferred
- Track record of improving win rates or pipeline quality through coaching and process
- Comfortable with data: reading pipeline dashboards, understanding qualification criteria and forecast categories, using both for accountability
- Background in retirement, 401(k), fintech, or financial services preferred
- Direct communication style; gives clear, honest feedback and holds reps accountable without micromanaging
- Experience building or running sales playbooks, QBR structures, or account planning frameworks
- Has managed a team through market disruption and adjusted strategy accordingly
- Experience building or refining cross-functional processes from scratch

## Nice-to-Haves
- Experience in channel or partner-driven sales models
- Background in retirement, 401(k), fintech, or financial services

## Compensation
- Target OTE: $240,000 - $280,000
- Competitive benefits including medical, dental, vision; life/AD&D insurance; disability; infertility and transgender health benefits; EAP; transit benefits; FSA/HSA
- Equity grants
- Flexible PTO, paid parental leave, sabbatical
- Company-paid professional coaching
- 401(k) match and student loan matching

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