# Director of Product, Broker-Dealer

**Company:** [Betterment](https://hotfix.jobs/companies/betterment)
**Location:** New York, NY
**Role:** Product Management
**Salary:** $220k – $250k/yr
**Experience:** 8+ years
**Skills:** Product Management, portfolio management, trade execution, recordkeeping, market data, System Design, data flows, Roadmapping, Stakeholder Management, AI Workflows, metrics tracking, Regulatory Compliance
**Posted:** 2026-07-21

> 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.

## Job Description

## Responsibilities
- Oversee the Product teams responsible for portfolio management, trade execution, recordkeeping, high-yield cash and market data platforms.
- Deeply understand target clients, championing functionality that enriches their asset management experience and drives business value.
- Ensure that PMs and engineers in the Broker-Dealer domain understand the business and strategic context behind their work.
- Dive into the technical weeds of high-impact project efforts that require additional support and cross-functional alignment.
- Use AI-driven workflows and prototyping to accelerate the product development lifecycle and enable better team velocity and collaboration.
- Balance and find throughlines between the needs of investors across all three lines of business: retail clients, advised clients, and 401(k) participants.
- Define and track the metrics that matter for platform health, from trade execution quality to reconciliation accuracy, and hold a high bar for operational excellence.
- Communicate with conviction the Broker-Dealer’s roadmap priorities and tradeoffs to executives and stakeholders alike, translating deep technical work into business impact.
- Partner with Operations leadership to ensure staff have the proper tools to manage rapidly expanding cash and brokerage systems.
- Hire, manage, and develop a team of high-performing PMs.

## Requirements
- 8-12 years of product management experience leading products in complex technical domains.
- Prior experience in trading or investment platforms is a significant plus.
- Technical fluency to engage credibly with engineers on system design, data flows, and platform tradeoffs.
- Experience managing, leading, and developing a team of product managers.
- Strong storytelling skills to distill complex technical concepts into accessible information for partner organizations and clients.
- Comfort operating at multiple altitudes: setting multi-year platform strategy one day, unblocking a mutual fund edge case the next.
- Creative problem-solving skills to deliver innovative functionality within regulatory and technical constraints.
- A self-starter with proven success in launching products in collaboration with a broad set of stakeholders.
- Strong analytical abilities and enthusiasm for data-driven decision-making.

## Nice-to-Haves
- Prior experience in trading or investment platforms.

## Compensation and Benefits
**Base Salary (New York City):** $220,000 - $250,000. This job may also be eligible for variable compensation in the form of a company incentive bonus.

**Benefits:**
- Medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
- Equity for all employees, including new hire and refresher grants.
- Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
- Company-paid professional coaching for all employees.
- Day-one 401(k) match plus matching on qualified student loan payments.

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