{"jobs":[{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8144052\u0026gh_jid=8144052","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3524422,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8144052,"updated_at":"2026-08-24T11:08:46-04:00","requisition_id":"9989","title":"401(k) Compliance Associate ","company_name":"Betterment","first_published":"2026-08-24T11:08:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Are you a process-driven problem solver who loves checking items off your to-do list? Do you thrive on turning inefficiencies into seamless processes? Does making complex tasks efficient and intuitive energize you? Do you seek to help scale solutions that aim to delight and empower clients? Do you have some relevant 401(k) industry experience?\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Betterment’s 401(k) team is seeking a detail-oriented compliance associate with a passion for 401(k). This role is part of the 401(k) Compliance team within Betterment at Work. This team is the go-to group for 401(k) compliance subject matter expertise and are skilled in efficiency and technical 401(k) plan administration. You will be joining a group of individuals that empower each other to take ownership, lead the charge to create solutions that last and who motivate others to always keep the common goal in mind. For us, that goal is providing an exceptional experience to our 401(k) clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a salaried, non-exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., \u0026amp;amp; Orange County, CA. Below we\u0026#39;ve reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;$60,000 - $70,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Annual Compliance Administration\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Play an integral role in the annual compliance testing season for 401(k) clients by preparing compliance testing packages and employer contribution calculations\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reconcile plan activity and prepare Form 5500s for large and/or conversion clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist 401(k) plan auditors by providing requested plan information and data samples\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Daily Administration\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist with advanced compliance processes such as plan amendments, plan terminations, conversions and deconversions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze facts and circumstances of operational errors that result in the calculation of missed deferral opportunities, lost earnings and other corrective actions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Draft 401(k) plan documents for conversion plans and set them up in our proprietary recordkeeping system\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;General Responsibilities\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with the Client Experience teams to provide a unified client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to current procedures and controls, and make recommendations to improve efficiency and scalability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Using creative problem solving skills to tackle operational challenges, investigate why they happened, and collaborate with the engineering, product, and design teams to develop solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Some experience in 401(k) retirement industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest in working towards QKA certification and other ASPPA certifications\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A detail-oriented mindset with excellent organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort handling multiple priorities at once and problem solving on the fly in a creative and holistic manner\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proactive approach in reimagining existing processes to make them better\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective communication skills and experience working cross functionally with client facing teams or stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to maintain the highest level of confidentiality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with FTWilliam or similar compliance testing software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated proficiency in both Google Suite and Microsoft Office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1846,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":78604,"name":"United States (Flexible)","location":"United States","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8144052/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8195434\u0026gh_jid=8195434","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3546856,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8195434,"updated_at":"2026-09-11T10:51:11-04:00","requisition_id":"EV2","title":"Business Development Representative","company_name":"Betterment","first_published":"2026-09-11T10:51:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;About Betterment\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt;\u0026amp;nbsp;is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring ambitious, tech-savvy Business Development Representatives to join one of three teams driving top-of-funnel growth across Betterment\u0026#39;s retirement and advisor solutions businesses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Direct 401(k) BDR\u0026lt;/strong\u0026gt; — builds pipeline with small and mid-sized businesses looking to launch or switch their 401(k) plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Advised 401(k) BDR\u0026lt;/strong\u0026gt; — builds pipeline with financial advisors and RIAs looking to offer or improve 401(k) plans for their business-owner clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Custody BDR\u0026lt;/strong\u0026gt; — builds pipeline with independent RIAs evaluating or switching custodians for Betterment Advisor Solutions (BAS).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In each of these roles, you\u0026#39;ll own outbound prospecting at the top of the sales funnel — an activity-heavy role where you\u0026#39;ll identify, engage, and qualify prospects before handing off warm opportunities to Account Executives. You\u0026#39;re a self-starter who\u0026#39;s comfortable with high call/email volume, quick to learn a technical product, and motivated by hitting (and beating) targets.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Candidates will be considered for the team(s) whose current hiring needs best match their background and interests; the specific team will be confirmed during the interview process.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $60,000-$65,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of commission.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A day in the life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Core Responsibilities (All Teams)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generate new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc) to assist the sales process at the top of the funnel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding the need of prospects and communicating them clearly to Account Executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clearly articulating Betterment’s Advised value proposition and products to prospects in specific verticals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet and exceed meeting set and pipeline goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure effective and consistent use of Salesforce \u0026amp;amp; other prospecting tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide “voice of the prospect and industry” to marketing and product management to drive roadmaps.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Direct 401(k) BDR\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prospect small and mid-sized businesses that are launching a first-time 401(k) plan or looking to switch providers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage business owners, HR leaders, and finance decision-makers directly (no advisor intermediary).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position Betterment\u0026#39;s 401(k) offering as part of a company\u0026#39;s employee benefits strategy.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Advised 401(k) BDR\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prospect financial advisors and RIAs who want to add or improve a 401(k) offering for their business-owner clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with decision-makers evaluating whether to add a retirement offering to their practice or transition existing retirement plan business to Betterment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Articulate Betterment Advisor Solutions\u0026#39; value proposition to advisors serving the retirement plan vertical.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Custody BDR\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prospect independent RIAs evaluating or switching custodians.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand and speak to the needs of RIAs regarding custody, technology, and platform support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position Betterment Advisor Solutions (BAS) as a modern alternative for RIAs re-platforming their custody relationship.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;No experience necessary, however recent sales (or sales adjacent) experience is a plus (i.e. recruiting, real estate, or non-profit experience).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;B2B tech/SaaS sales experience as an SDR/BDR is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curiosity and interest for financial products and retirement planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated track record of high performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High energy and willingness to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong oral and written communication skills with even stronger listening skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with sales \u0026amp;amp; marketing technology stack.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":263449,"name":"Sales","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8195434/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8074484\u0026gh_jid=8074484","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3498424,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8074484,"updated_at":"2026-08-19T13:52:43-04:00","requisition_id":"9979","title":"Business Systems Architect, GTM Systems","company_name":"Betterment","first_published":"2026-07-20T15:09:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;About the Role\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a senior individual contributor to own the architecture and ongoing health of Betterment’s GTM systems ecosystem, with Salesforce at the center and a growing set of surrounding integrations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a staff-level technical leadership role for someone who wants to spend their time solving hard systems problems, setting technical direction, and raising the bar for how our GTM systems are built.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role goes well beyond system administration or ticket fulfillment. As the staff-level architect for Betterment’s GTM systems ecosystem, you’ll define technical direction across our stack, proactively identify architectural risks and opportunities, and bring forward new approaches before they become stakeholder asks.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll partner closely with our Sales, Betterment Advisor Solutions (BAS), and Betterment at Work (B@W) teams as the primary technical counterpart to their workflows, and collaborate with our Data and Product/Engineering organizations on systems integration and data integrity. You’ll guide how our tools work together - Salesforce, HubSpot, Clay, and the rest of our GTM stack - and ensure we’re building for long-term scalability, data quality, and business impact.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is not the primary owner of routine system administration, basic ticket fulfillment, or standard stakeholder intake; it is focused on the most complex architectural, integration, and platform-health problems across our GTM systems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll be a force multiplier for the broader Business Systems \u0026amp;amp; Tools team: reviewing solution designs, mentoring engineers on architecture and integration patterns, and stepping into the team’s highest-risk or most ambiguous cross-system work to unblock progress and raise the quality bar.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $155,000- $175,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;A Day in the Life\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;Own the GTM systems architecture\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define and maintain the target architecture for our GTM systems ecosystem - how data and workflows should move between Salesforce, HubSpot, Clay, and adjacent tools such as enrichment, engagement, telephony, billing, and analytics - and drive the stack toward it.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and maintain the canonical GTM systems architecture, including system-of-record boundaries, key data domains, integration patterns, and architecture decision records, so the team has clear standards to build against.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and build scalable, maintainable solutions for our most complex, cross-system initiatives, owning them from problem framing through deployment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously audit the health of the stack: integration reliability, data integrity, technical debt, security posture, permissions, auditability, and platform limits - and drive remediation before problems reach stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Set technical direction and raise the bar\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Review and guide solution designs across the Business Systems \u0026amp;amp; Tools team, providing guardrails and feedback that improve scalability, maintainability, and clarity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and evangelize standards for integration patterns, data design, deployment practices, release governance, and documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor engineers on architecture and technical decision-making, leading through influence and expertise rather than direct management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Act as the primary technical counterpart to GTM teams\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales, BAS, and B@W stakeholders to deeply understand their workflows, frame problems, evaluate tradeoffs, and translate needs into pragmatic system designs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the resident thought leader on GTM systems: track where the market is going, especially in AI-driven GTM tooling and data enrichment, proactively bring stakeholders new approaches, and pressure-test vendor claims against real requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Data and Product/Engineering teams on systems integration, data contracts, and data integrity across the company’s platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Lead the hardest cross-system work\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Step into the highest-priority or highest-risk initiatives across stakeholder areas when deep architectural ownership is needed, especially when work spans multiple tools, teams, or business processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the technical diligence and implementation architecture for new tools and major platform changes: define requirements, assess fit against our target architecture, coordinate security and integration design, and guide implementation through UAT and cutover.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;What We’re Looking For\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;Architecture \u0026amp;amp; Systems Depth\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise with Salesforce as the core system of record for GTM, including declarative, programmatic, and integration approaches - and, more importantly, the architectural judgment to choose the right pattern based on scale, maintainability, risk, and downstream data implications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience owning architecture for a multi-tool GTM stack in a B2B or SaaS environment: designing integrations, defining data flows, and managing system dependencies at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of integration design patterns such as APIs, middleware, and event-driven flows, and their implications for reliability, reporting, user experience, and operational support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with marketing automation and sales engagement platforms, with HubSpot strongly preferred, and with GTM data enrichment/orchestration tooling; experience with Clay or similar signal-based automation platforms is a significant plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid data literacy: comfortable defining data contracts, validating data across systems, and partnering with data and analytics teams on integrity and reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong judgment on permissions, auditability, release risk, and data governance in complex business systems environments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Technical Leadership\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A track record of operating as a staff-level or lead IC: setting technical direction, reviewing others’ designs, and raising quality across a team without formal management authority.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to own ambiguous, high-stakes projects end-to-end, from problem discovery through deployment and adoption, with minimal oversight.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience defining durable architecture artifacts and operating mechanisms, not just delivering projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience running or heavily contributing to vendor evaluations and platform migrations, including technical diligence, security considerations, and implementation planning.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Consultative Partnership\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong consultative mindset - you ask the right questions, challenge assumptions, make tradeoffs transparent, and co-create solutions with stakeholders in ambiguous environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to build trust with GTM leaders and represent systems thinking in cross-functional forums, translating between technical and business audiences fluently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills - clear documentation, crisp design docs, and skimmable stakeholder updates.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Nice to Have\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Salesforce architect-track certifications such as Application Architect, System Architect, or Integration Architecture Designer.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI-driven GTM workflows, including automated enrichment, outbound orchestration, or conversation intelligence writing back to CRM.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with deployment and DevOps tooling for Salesforce, such as Copado, and release management best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with the broader RevOps stack, including call intelligence, sales engagement, customer success platforms, billing, and BI tools.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":383998,"name":"Business Systems","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8074484/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=7996895\u0026gh_jid=7996895","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3468427,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":7996895,"updated_at":"2026-07-01T10:46:46-04:00","requisition_id":"9953","title":"Director, Support Operations ","company_name":"Betterment","first_published":"2026-06-11T16:22:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment\u0026#39;s Support organization touches every customer, every advisor, and nearly every team in the company — and this role owns it. As Director of Support, you\u0026#39;ll lead a team of managers and specialists across retail CX, advisor support (BAS), and support operations, while managing two global BPO partnerships and a multimillion-dollar budget. You\u0026#39;ll set the quality bar, own the delivery model, and drive the organization forward — not reactively, but ahead of what\u0026#39;s coming.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a role for someone with high standards, deep operational expertise, and the kind of ownership mentality that doesn\u0026#39;t wait to be asked. You\u0026#39;ll partner closely with Product, Engineering, Fraud, Legal \u0026amp;amp; Compliance, and Investing, and report directly to the VP of Support \u0026amp;amp; Operations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $155,000-$185,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and develop a team of managers across three functions: retail CX complex case resolution and high value customer support, advisor support for our BAS product line, and support operations (product/eng liaison, VoC, and launch readiness).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own two BPO partnerships end-to-end — contract management, SLA accountability, quality programs, and day-to-day performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the Support budget with rigor: own forecasting, capacity planning, and cost decisions across internal and BPO channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set and hold a high quality bar across all channels, using data to identify gaps and drive measurable improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a senior escalation point for complex cases requiring coordination across Legal, Compliance, Fraud, Engineering, or executive stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner cross-functionally to ensure support teams are prepared for product launches, regulatory changes, and operational shifts — and that customer signals inform what we build.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify what\u0026#39;s broken, build the case for change, and own outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Significant experience in CX or support leadership, with a track record of scaling teams and raising the bar on quality and performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience managing global BPO relationships, including vendor selection, contract negotiation, and performance accountability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial acumen — you\u0026#39;ve owned a multimillion-dollar budget and made resource allocation decisions under pressure.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong forecasting and capacity planning capabilities; you build models that translate into real operational decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deeply analytical and data-driven — you define success with metrics, track outcomes rigorously, and use data to make decisions and build the case for change.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High accountability and ownership — you drive things forward, follow through, and expect the same from your team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent judgment and communication; you navigate complex, sensitive situations and present clearly to audiences from frontline agents to the C-suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech, financial services, or a regulated environment strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Zendesk or comparable support platforms; QA tooling and VoC platforms a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1846,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/7996895/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8078001\u0026gh_jid=8078001","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3499789,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8078001,"updated_at":"2026-07-23T16:39:11-04:00","requisition_id":"9983","title":"Incentive Compensation Manager","company_name":"Betterment","first_published":"2026-07-23T16:39:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings, and retirement solutions for retail investors and investment advisors, as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days / week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is looking for an Incentive Compensation Manager to run the operational engine behind how we pay our go-to-market teams, reporting into our Revenue Operations team. In this role, you’ll be responsible for the administration, reporting, and continuous improvement of our incentive compensation programs, ensuring our go-to-market teams are paid accurately, on time, and in accordance with plan design.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll own the monthly commission process from data validation through payout, including the operating cadences, reporting, controls, and cross-functional coordination required to support a reliable and auditable process. You\u0026#39;ll also partner with Revenue Operations, Sales, Finance, Legal, and HR to design and operationalize compensation plans, model proposed changes, evaluate operational impacts, and translate approved plans into calculation logic and system configuration.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Beyond commission administration, you\u0026#39;ll drive continuous process improvement by identifying manual or inefficient workflows, strengthening documentation and controls, and implementing automation to improve scalability, accuracy, and efficiency.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate combines strong operational ownership with a systems mindset. You’re comfortable working with complex data, managing deadline-driven processes, improving existing systems, and following details through from source data to payment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Below we’ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $120,000-$140,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A day in the life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Run the end-to-end monthly incentive compensation cycle, including data validation, calculations, reconciliation, stakeholder review, issue resolution, and coordination through payroll.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Administer and continuously improve our incentive compensation management (ICM) platform — plan configuration, quotas, rates, and data integrations — so earnings are accurate and employees have clear, self-service visibility into their attainment and payouts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain the documentation, controls, and operating procedures that make the compensation process repeatable, auditable, and ready to scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Automate manual steps and improve data quality to increase the speed and accuracy of compensation administration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Produce recurring commission reporting, Sales Performance Incentive Fund (SPIF) tracking, partner payout reporting, and ad hoc analyses for Sales and Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Revenue Operations, Sales, Finance, HR, Payroll, and Business Systems to operationalize compensation plans, troubleshoot data or system issues, and ensure accurate, timely payouts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support plan design by modeling proposed changes, identifying operational and edge-case implications, documenting approved plans, and translating them into calculation logic and system configuration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and resolve compensation questions from the field, with clear explanations reps and managers can trust.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least five years of professional experience in Incentive Compensation, Sales Operations, Revenue Operations, or a related operational role with responsibility for administering variable compensation programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience running a monthly commission or incentive compensation cycle end to end, with a high bar for accuracy and on-time payout.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience administering an Incentive Compensation Management (ICM) platform such as Qobra, Spiff, CaptivateIQ, QuotaPath, or a similar solution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A systems mindset with a passion for process improvement, automation, and building scalable, well-controlled operational workflows.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting incentive plan design: modeling proposed changes, documenting plan rules, and translating them into calculation logic and system configuration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Salesforce and partnering with Business Systems or technical teams to troubleshoot upstream data and system issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong cross-functional collaboration skills, with experience partnering effectively across Revenue Operations, Sales, Finance, HR, Payroll, and Business Systems.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced spreadsheet skills; experience with SQL or BI tools is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":264233,"name":"RevOps","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8078001/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8050912\u0026gh_jid=8050912","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3489346,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8050912,"updated_at":"2026-07-10T11:01:44-04:00","requisition_id":"9965","title":" Legal Counsel - Corporate \u0026 Commercial","company_name":"Betterment","first_published":"2026-07-10T11:01:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re looking for a versatile, business-minded lawyer to join Betterment\u0026#39;s legal team as Legal Counsel - Corporate \u0026amp;amp; Commercial. This role offers a wide variety of dealmaking and governance work — negotiating the vendor, technology, and commercial agreements that keep Betterment running, while supporting corporate and governance matters across the organization. The ideal candidate is a strong transactional attorney who enjoys moving fast, owning problems end-to-end, and building repeatable processes for a lean, high-throughput legal function.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $170,000 - $185,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Draft, review, negotiate, and interpret a wide variety of commercial agreements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide legal support for a variety of corporate transactions through all stages of the transaction lifecycle, including M\u0026amp;amp;A, securities and technology transactions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advise on a broad range of commercial legal issues and strategic decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with business teams on the development and execution of new and existing products, initiatives, and lines of business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in managing corporate matters, including board/shareholder matters and equity plan administration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally to identify, investigate and manage risks across the business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and improve our standard form agreements and legal processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help to resolve and avoid potential disputes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with product, engineering, and our lines of business to navigate regulatory and compliance requirements, operational issues, and related matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with outside counsel when necessary\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A JD, admission to a state bar, and at least 4 years of relevant in-house or firm transactional experience\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A pragmatic negotiator who knows when to hold a position and when to find the deal\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to to manage competing priorities and thrive in a fast-paced, technology-driven environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A willingness to build scalable processes that drive efficiencies for a lean team charged with covering a considerable amount of ground\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A bias toward action and solving problems, not just issue spotting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to take ownership over your work and manage projects independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent writing and communication skills, with the ability to translate legal risk into terms a non-lawyer will understand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort navigating complexity and creating simplicity where possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An collaborative mindset and innate curiosity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for Betterment’s product and mission\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with Ironclad or similar contract management tool\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in retail financial services or representing financial services clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-house experience at a startup or high growth company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":59694,"name":"Legal and Compliance","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8050912/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8154486\u0026gh_jid=8154486","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3528855,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8154486,"updated_at":"2026-08-26T15:55:40-04:00","requisition_id":"9993","title":"Payroll \u0026 Benefits Coordinator","company_name":"Betterment","first_published":"2026-08-26T15:55:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;As Payroll \u0026amp;amp; Benefits Coordinator, you will be responsible for supporting\u0026amp;nbsp; on-time payroll processing and effective benefits administration. We are seeking someone detail-oriented to support semi-monthly payroll, ensuring accuracy in all areas while meeting and applying all payroll controls accordingly. Reporting to the Sr. Manager, Payroll \u0026amp;amp; Benefits, you’ll partner closely with the People team to ensure data integrity and support payroll and benefits cycles. You will also serve as a key resource to our employees, efficiently and effectively answering any payroll and benefits questions on a timely basis.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a salaried, non-exempt role that is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range we would offer for this position.\u0026amp;nbsp; Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;New York City: $70,000 - $83,000\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Payroll Processing\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare semi-monthly payroll for exempt and non-exempt employees, ensuring accuracy and timeliness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and reconcile timesheets, PTO balances, and payroll data inputs prior to each pay run\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process payroll adjustments including new hires, terminations, pay changes, garnishments, and voluntary deductions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support preparation of year-end payroll activities including W-2 distribution and reconciliation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond to employee inquiries about pay, deductions, and paycheck reconciliation\u0026amp;nbsp; in a timely and professional manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits Administration\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Administer employee benefits programs including health, dental, vision, life insurance, 401(k), FSA/HSA, and wellness offerings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate open enrollment periods — prepare communications, host informational sessions, and guide employees through elections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process enrollments, qualifying life event changes, and terminations with insurance carriers and benefit platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reconcile monthly benefit invoices and coordinate with Finance to ensure accurate payroll deductions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a first point of contact for employee questions about coverage, eligibility, and claims\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compliance \u0026amp;amp; Recordkeeping\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and confidential employee records in the HRIS and payroll system\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with compliance filings and reporting, including ACA, COBRA, ERISA, and state/local requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support audits of payroll and benefits data to ensure data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and track FMLA and leave of absence documentation in partnership with the HR team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cross-Functional Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with HR Business Partners, Finance, and People Operations on projects and process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with onboarding new hires by conducting benefits orientations and ensuring timely enrollment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generate standard and ad hoc payroll and benefits reports for internal stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1-2 years of experience in payroll processing and benefits administration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience in ADP or comparable HRIS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with employment laws, leave regulations, and benefits compliance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Excel / Google Sheets and comfort with HR technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent attention to detail, organization, and follow-through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and customer service skills are a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle confidential data professionally and with discretion\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":3657,"name":"People","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8154486/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8078059\u0026gh_jid=8078059","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3499810,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8078059,"updated_at":"2026-09-16T15:15:22-04:00","requisition_id":"9984","title":"Program Manager, GTM Systems \u0026 Tooling","company_name":"Betterment","first_published":"2026-08-12T16:30:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;About the Role\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Business Systems \u0026amp;amp; Tooling (BS\u0026amp;amp;T) team builds and operates the internal systems that power Betterment\u0026#39;s B2B businesses — from Salesforce and its surrounding integrations to the tooling that connects our sales, service, and advisor workflows to the Betterment platform itself. Because Betterment sells across multiple lines of business, our sales tech stack has to reflect that complexity: it\u0026#39;s not one product and one funnel, but a set of interconnected systems serving distinct teams with distinct needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role owns the interface between BS\u0026amp;amp;T and its stakeholders. You\u0026#39;ll embed deeply within stakeholder teams — attending their meetings, learning their day-to-day workflows, and understanding their upcoming priorities — so that BS\u0026amp;amp;T can proactively identify opportunities rather than waiting for problems to arrive as tickets. You\u0026#39;ll then bring that context back to the team, partnering with our engineering leads and architects to translate stakeholder needs into well-scoped tasks and clear, communicated roadmaps.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is ideal for someone who is energized by sitting between business teams and technical teams: fluent enough in each world to be trusted by both, and disciplined enough to turn ambiguity into a plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment\u0026#39;s total compensation package for employees.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;New York City: $125,000 – $145,000\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;A Day in the Life\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Stakeholder Immersion \u0026amp;amp; Discovery\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Embed with stakeholder teams across our lines of business, attending their regular meetings and building a working knowledge of their processes, tools, and pain points.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively surface opportunities for tooling improvements, automation, and best practices — bringing ideas to stakeholders rather than waiting to be handed a problem.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a continuously updated view of each stakeholder group\u0026#39;s upcoming priorities and how they map to BS\u0026amp;amp;T\u0026#39;s capacity and roadmap.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the first point of contact for new stakeholder requests, gathering context and framing the underlying need before work is committed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Scoping, Roadmapping \u0026amp;amp; Prioritization\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with BS\u0026amp;amp;T\u0026#39;s engineering lead and architects to translate stakeholder needs into scoped, documented tasks with clear success criteria.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own and communicate the BS\u0026amp;amp;T roadmap, making prioritization decisions legible to stakeholders and aligning our planning rhythm with the rest of the company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Balance urgent stakeholder priorities against high-value quality-of-life improvements, ensuring compounding wins don\u0026#39;t get perpetually deferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run intake, backlog grooming, and status communication processes so the team\u0026#39;s work — and the reasoning behind it — is visible.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Vendor \u0026amp;amp; Salestech Landscape\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Stay current on the salestech landscape, evaluating emerging tools and practices for fit with Betterment\u0026#39;s stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support vendor assessments, procurement, and renewal processes across our salestech vendors, partnering with Finance, Legal, and Security as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help stakeholders evaluate build-vs-buy tradeoffs with a clear-eyed view of total cost, integration complexity, and maintenance burden.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;What We\u0026#39;re Looking For\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in product management, technical program management, business systems analysis, or a similar role sitting between business stakeholders and technical teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of Salesforce and the surrounding GTM systems ecosystem (e.g., CPQ workflows, enrichment, engagement, and integration tooling) — enough to scope work credibly and ask the right questions, even if you don\u0026#39;t build in it yourself.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience at a company with a complex, multi-product go-to-market — where internal systems must integrate the CRM, adjacent salestech tools, and the product being sold itself.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to turn ambiguous stakeholder requests into scoped, prioritized, well-documented work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting vendor evaluation, procurement, or renewal processes is a strong plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Professional Competencies\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Builds trust quickly with both business stakeholders and engineers, and communicates fluently with each in their own terms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable saying \u0026quot;not yet\u0026quot; — able to make prioritization tradeoffs transparent and keep stakeholder confidence even when their request isn\u0026#39;t next.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive by default: identifies opportunities and proposes solutions rather than operating purely on intake.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong writer and documenter; believes that a decision isn\u0026#39;t made until it\u0026#39;s written down and shared.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in a small team where process is yours to design, not inherited.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Nice to Have\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech, financial services, or another regulated industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with SQL or data analysis tools sufficient to self-serve answers about system and business data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to marketing automation or martech platforms (e.g., Braze, HubSpot).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":383998,"name":"Business Systems","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8078059/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8177550\u0026gh_jid=8177550","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3538928,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8177550,"updated_at":"2026-09-08T14:10:30-04:00","requisition_id":"9994","title":"Revenue Operations Manager - Revenue Planning \u0026 Insights ","company_name":"Betterment","first_published":"2026-09-08T14:10:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. Sometimes that means tackling a question with no playbook yet. Sometimes it means running an established process and improving it as you go.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll take on ambiguous, high impact questions and turn them into clearly defined problems, design the right solution, and drive it through build, adoption, and continuous improvement.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The role has three modes. First, you\u0026#39;ll drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning. You\u0026#39;ll present your own work directly to leadership and translate complex business questions into actionable insights.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Second, you\u0026#39;ll build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale. That includes planning models, dashboards, and operational workflows that make the business more efficient over time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Third, you\u0026#39;ll make Revenue Operations more leveraged with AI, whether that\u0026#39;s building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn\u0026#39;t be manual. You’ll constantly look for more opportunities to increase leverage across the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguity. You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggests. You’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problem. And you finish: to you, work is done when it\u0026#39;s adopted, documented, and running without you, not when the analysis is shipped.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Below we’ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $120,000 - $145,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and continuously improve our reporting engine end to end, from the data models and infrastructure underneath to the reporting and forecasting rhythms that help leadership understand business performance, risks, and opportunities. When an issue traces back to upstream CRM design, process, or data quality, partner with the right teams to fix it at the source.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own QBR processes, including analyses using large, complex datasets and present your findings and recommendations directly to go-to-market leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to revenue planning, quota and target setting: including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate complex business questions with no established playbook. You\u0026#39;ll determine the right data, methodology, and level of analysis needed to produce a decision-ready answer.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build internal tools using AI-assisted development, balancing speed with accuracy, maintainability, and security without over-engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect solutions you may not build yourself: translate business problems into clear requirements, decision logic, and success criteria, then drive execution with Business Systems, Data Engineering, and other partner teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate open-ended business questions, determining the right data, methodology, and solution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of record.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarter.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with\u0026amp;nbsp; modern AI tools to accelerate analysis, problem-solving, and development – ou\u0026#39;re comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problem\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executive-ready communication skills – you can confidently present your own analysis to senior leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience working with Salesforce data — reports, objects, and the data structures underneath them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building reporting and dashboards with BI tools such as Tableau.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Nice to have: Python or other GTM tooling, such as Clay.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":264233,"name":"RevOps","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8177550/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8047282\u0026gh_jid=8047282","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3487882,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8047282,"updated_at":"2026-07-07T10:41:24-04:00","requisition_id":"9971","title":"Risk Manager","company_name":"Betterment","first_published":"2026-07-07T10:41:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;This role sits on our Risk Management team — a small second line-of-defense (2LOD) function responsible for enterprise risk management (ERM) and effective challenge across operational risks such as third-party risk, fraud and identity theft, operational errors, and business continuity. The team partners closely with Engineering and with other risk disciplines including Security, Compliance, Legal, and Operations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Risk Manager, you will own a portfolio of risk processes, perform risk assessments, and consult with management to keep our risk posture strong as the business grows. You will use AI and automation tools throughout your work to build context quickly, analyze data, and communicate risk clearly.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $140,000-$155,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own a portfolio of risk processes end to end, where success comes from a high degree of ownership over outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively monitor risks related to third-party vendors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow up on open issues to drive management attention and timely remediation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide effective challenge feedback to product managers on new products and features.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operate and monitor the results of control testing and monitoring processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run SQL queries and reports, using AI tools for efficiency and automation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document complex business processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide evidence to auditors and examiners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner across the second line and with Engineering, Security, Compliance, Legal, and Operations to assess and communicate risk in a way that earns buy-in.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years of experience in financial services with exposure to one or more operational risk areas — for example, third-party risk, fraud, incident management, identity theft, records retention, audit fieldwork and reporting, and/or governance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intellectual curiosity and the ability to build context quickly in unfamiliar risk areas, supported by the team and by AI tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency using AI and automation tools to identify, document, and communicate risk management activities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong, concise written and verbal communication, including the ability to deliver effective challenge while preserving partnership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good judgment in ambiguous situations with limited information, while always doing what is best for our customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working with data (e.g., SQL, spreadsheets) to test controls and support conclusions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional certifications such as the CISA are a plus, but no license is required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026amp;nbsp;\u0026lt;/h4\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":291699,"name":"Finance","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8047282/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8094734\u0026gh_jid=8094734","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3506679,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8094734,"updated_at":"2026-07-30T15:22:32-04:00","requisition_id":"9985","title":"Sr. Accountant","company_name":"Betterment","first_published":"2026-07-30T15:22:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment’s Controller team plays a critical role in safeguarding the financial health of our business through detailed analysis, accurate financial reporting, and strategic financial guidance. We are looking for someone who is enthusiastic about deeply engaging with the day-to-day operations of our organization to ensure financial accuracy and strategic alignment. You are a proactive team player who thrives in cross-functional environments, ready to take initiative and solve complex problems. You are passionate about financial transparency and excel at building partnerships with key stakeholders across the company. You’re excited to flex your skills at a dynamic growth stage company where no two days are the same. In this role, you will join our tight-knit finance team and work directly with accounting leadership.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $110,000- $130,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist in the month-end close process, ensuring timely and accurate recording of journal entries, meticulous account reconciliation, and insightful variance analysis to inform strategic decision-making\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee and optimize the management of fixed assets, prepaid assets, and revenue to ensure compliance, efficiency, and accurate financial reporting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously seek and implement innovative process improvements within the accounting function to drive operational efficiency, ensure compliance, and enhance overall financial integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the development and implementation of scalable, robust accounting processes that ensure timely and accurate financial reporting, enabling the business to scale effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Play a key role in our annual external audit process by preparing necessary documentation, responding to auditor inquiries, and implementing audit recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform additional ad-hoc requests which arise throughout the year\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA certification preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3-5 years of experience in accounting or finance, with a strong background in both private and public industry sectors, including audit, financial reporting, and variance analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of financial statements and US GAAP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated expertise in financial reporting, with a high level of accuracy and keen attention to detail in variance analysis and financial data interpretation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to take on new challenges, responsibilities, and assignments\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Desire to work within a diverse, collaborative, and driven professional environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Excel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Netsuite preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":291699,"name":"Finance","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8094734/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8201853\u0026gh_jid=8201853","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3549719,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8201853,"updated_at":"2026-09-15T12:17:35-04:00","requisition_id":"9999","title":"Sr. Engineering Manager","company_name":"Betterment","first_published":"2026-09-15T12:17:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;As an Engineering Manager in Broker Dealer, you\u0026#39;ll help balance on-time delivery of new features alongside system stability and scale, all while helping mentor and grow a team of talented engineers. Broker Dealer is the core of the Betterment platform. On a busy day, we securely move millions of dollars through the Betterment system and ensure each transaction flows through a complex series of risk checks for strict regulatory compliance. Every ounce of efficiency and intelligence we pour into this system translates into more value for our customers.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for an Engineering leader to contribute to answering our most difficult backend scaling, software design, and optimization questions. This role will be overseeing a team of individual contributors, and will work closely with other engineering managers in Broker Dealer. While we don’t expect you to code on a daily basis, we do expect you to quickly familiarize yourself with the tech stack, codebase and specific business domains so that you can better support the team’s mission and deliver meaningful business impact.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $210,000-245,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage a team of 6-8 backend engineers who build innovative trading technology that powers our investing products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster career development and align roadmap opportunities with each engineer’s growth interests, keeping them technically engaged.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a team culture that values agility, accountability, constructive feedback, and celebrates successes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a hands-on technical mentor by regularly diving into the codebase, participating in code reviews, partnering with stakeholders to shape solutions, and driving effective technical decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Champion maintainability and reliability by advocating for the long-term stability of the technology your team builds.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Balance the need for speed of delivery with the importance of correctness and quality in every project your team undertakes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously refine team processes and practices to deliver high-impact, high-quality outcomes for the business and ensure the appropriately engineered solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop deep domain and industry knowledge to be a highly effective partner across internal and external stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with Product, Engineering, Operations, Legal and Compliance teams to ensure we consistently deliver the right sized solutions to the right problems.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in formal Engineering Management of direct reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;8+ years of experience in building and maintaining backend distributed systems using Java or a similar strongly typed programming language.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing, mentoring, and inspiring talented engineers, guiding them toward excellence in both professional growth and project outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proven track record to rapidly close knowledge gaps, enhancing productivity and establishing trust within the organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A history of fostering accountability and ownership, motivating teams to take initiative and consistently deliver right sized solutions.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience cultivating high-performing teams that focus on speed of execution and the rigor to maintain quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to adjust leadership style to meet the evolving needs of the team and the business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective collaborator capable of working with other engineering teams, product managers, subject matter experts, non-technical stakeholders and third party vendors to build and ship high quality software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate business strategy into Engineering initiatives that drive delivery of meaningful outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":300730,"name":"Broker Dealer Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8201853/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8000757\u0026gh_jid=8000757","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3469197,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8000757,"updated_at":"2026-09-14T15:49:10-04:00","requisition_id":"9939","title":"Sr. Engineering Manager, Application Security","company_name":"Betterment","first_published":"2026-06-12T12:11:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;About Betterment\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;About the Role:\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Engineering Manager leading the Betterment Security team’s Application Security squad, you’ll collaborate closely with engineering teams across the company as your squad helps developers build secure software by default. Your team shapes how Betterment threat models new systems, reviews designs, manages vulnerabilities, and equips engineers with the tools, libraries, and guardrails that make the secure path the easy path.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll work with team and company leadership to develop and drive a mission-aligned roadmap and manage its execution with your team. You’ll also partner with engineers on your team and beyond to identify and advocate for the work that will most meaningfully reduce risk to Betterment and our customers. You’ll play a crucial role in balancing proactive security investments alongside response and remediation, all while helping mentor and grow a team of amazing engineers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Betterment, security is foundational to the trust our customers place in us with their financial lives. Our Application Security squad empowers and enables the entire engineering organization and works closely with product and platform teams to deliver controls, tooling, and partnerships that let us deliver value to Betterment’s customers and clients without compromising on safety. Members of this team have a love for solving interesting security challenges and improving the lives of our developers in ways that move our engineering organization and the business forward. You’ll be a part of a team that’s tackling difficult questions of secure design at scale in a deeply regulated industry where the stakes are real.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $210,000-250,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;A Day in the Life:\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee the development of paved roads, libraries, and guardrails that make it easier for our developers to commit, test, build, deploy, and operate code securely by default.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain the threat modeling, design review, and vulnerability management programs that protect our customers, our employees, and the business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive the adoption of AI across AppSec operations to achieve scaled security workflows, creating leverage for senior engineers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead and mentor engineers on Betterment’s senior-leaning AppSec squad.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish strong lines of communication with stakeholders across engineering, product, legal, compliance, and risk to understand and deeply support the needs of teams building products across all business lines and divisions of Betterment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inspire and maintain a strong, equitable engineering culture founded on transparency, inclusivity, mentorship, and collaboration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously innovate and seek out ways to meet the near- and long-term strategic security needs of our complex org.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;What We’re Looking For:\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Expertise across the application security stack: secure SDLC, threat modeling, secure design review, code review, vulnerability management, and the cloud-native ecosystem (AWS, containers, Kubernetes, CI/CD).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with hands-on managing, mentoring, and inspiring a team of talented security engineers, including senior engineers. Demonstrated success as a true player-coach is a must.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience establishing or scaling a Security Champions or distributed threat modeling program, with a focus on empowering engineering squads to own security outcomes and integrating these practices into the existing software development lifecycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience leading execution of large team initiatives and execution of smaller concurrent projects in partnership with senior engineers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI-assisted security tools and a curiosity for exploring how AI can enhance both security workflows and the security posture of the AI-powered features our engineers are building.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A real passion for application security and for empowering developers to do the right thing easily.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience collaborating with other engineering teams, product managers, subject matter experts, and non-technical stakeholders such as legal, compliance, and risk.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":264232,"name":"Platform Engineering ","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8000757/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8041552\u0026gh_jid=8041552","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3485552,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8041552,"updated_at":"2026-07-06T11:41:21-04:00","requisition_id":"9969","title":"Sr. Fraud Analyst","company_name":"Betterment","first_published":"2026-07-06T11:41:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment’s Risk Operations team plays a critical role in protecting our platform and customers from fraud and financial crime. As a Senior Fraud Analyst, you will be the analytical owner of our customer risk rating, KYC, and fraud monitoring models. You will use data to shape how we detect, prevent, and respond to emerging fraud trends.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will partner closely with Data, Compliance, and Product to design controls, build monitoring, and regularly advise leadership on model performance, threats, and residual risk.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $135,000 - $160,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage Fraud rule sets and controls\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Set up and perform continuous rule performance monitoring\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize data analytics to refine rules and reduce false/positives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design new rules to address emerging fraud patterns and detect suspicious activity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and remedy control gaps\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Influence architecture builds and data integration\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Orchestrate fraud monitoring through full customer journey across payment rails, funding flows, logins, and behavioral signals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strengthen case management process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Engineering for data harvesting, analytics and rule implementation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead cross‑functional projects from problem definition through implementation and post‑mortem, ensuring stakeholders are aligned on goals, timelines, and outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify, implement and assess vendor solutions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Own customer risk and KYC models\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance customer risk rating, signup, and related fraud scoring models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define clear model performance metrics (e.g., detection rate, false positive rate, lift) and establish monitoring to track drift over time\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Partner with Customer Experience team\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;To identify friction points, customer abandonment, and true cost of fraud prevention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reduced account locks, allow faster money movements, and lower ID request rates while not increasing fraud\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase customer greenlight passes and ensure manual reviews provide strong controls\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Build monitoring and reporting\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Data/Analytics to build dashboards that surface fraud KPIs, trends, model health, and control coverage for a variety of stakeholders (Ops, Compliance, Product, Leadership).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create recurring reporting packages for FraudCo and Risk leadership, translating complex analysis into clear recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced Fraud Professional:\u0026lt;/strong\u0026gt; 3–5+ years in fraud prevention, analytics, and financial crime (fintech, banking, brokerage, or payments). Must have direct experience with fraud patterns/controls (e.g., ATO, ACH/transfer, card fraud, KYC/KYB, synthetic identities).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data-Driven \u0026amp;amp; Technical:\u0026lt;/strong\u0026gt; Advanced \u0026lt;strong\u0026gt;SQL\u0026lt;/strong\u0026gt; is required. Comfortable framing analytical questions, designing experiments, and interpreting model/rule performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Familiarity with Fraud ecosystem (solutions, capabilities, challenges)\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Model/Control-Oriented:\u0026lt;/strong\u0026gt; Understands fraud stack components (risk models, rules, signals). Able to design monitoring for model drift, data quality, and control failures. Knowledge of \u0026lt;strong\u0026gt;KYC/AML\u0026lt;/strong\u0026gt;, customer risk rating, and step-up auth/verification.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strong Communicator \u0026amp;amp; Project Driver:\u0026lt;/strong\u0026gt; Excellent communication; can translate complex analytics and risk trade-offs to technical/non-technical audiences. Comfortable presenting to senior stakeholders and committees. Demonstrated end-to-end project management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborative \u0026amp;amp; Practical:\u0026lt;/strong\u0026gt; Enjoys cross-functional problem-solving (Ops, Data, Eng, Compliance, Product). Balances fraud loss, CX, and efficiency. Stays current on emerging fraud trends and brings new ideas.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1846,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8041552/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=7679122\u0026gh_jid=7679122","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3378024,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":7679122,"updated_at":"2026-07-01T10:46:45-04:00","requisition_id":"9895","title":"Sr. IT Systems Engineer","company_name":"Betterment","first_published":"2026-03-06T16:35:38-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp;We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Senior IT Systems Engineer is a hands-on, senior individual contributor responsible for designing, scaling, and operating Betterment’s core IT systems and infrastructure. This role sits at the intersection of identity, SaaS platforms, endpoint management, and automation, ensuring employees have secure, reliable, and seamless access to the tools they need to do their best work.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a force multiplier within Corporate Technology, this role establishes standards, builds scalable systems, and reduces manual toil through automation and thoughtful system design. The Senior IT Systems Engineer partners closely with Security, People Operations, Finance, and Engineering to ensure IT systems are secure, auditable, and built to scale with the business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $121,000 - $140,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;IT Systems \u0026amp;amp; Infrastructure Engineering\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, implement, and maintain identity and access management architecture across the enterprise.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own end-to-end employee lifecycle automation, integrating HRIS, identity, and downstream SaaS systems.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Administer and optimize core SaaS platforms including Google Workspace, Okta, Slack, Zoom, Lumos, Jamf and other business-critical tools.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience administering business system/enterprise apps such as HRIS (ADP, etc.), Finance (Netsuite, Salesforce, ZipHq), Access review/ Spend control\u0026amp;nbsp; (Lumos)\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain standards for system configuration, access models, and operational ownership.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Automation \u0026amp;amp; Platform Enablement\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Automate repetitive IT workflows using scripting and infrastructure-as-code approaches.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build scalable, self-service processes that reduce support burden and improve employee experience.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Standardize and codify IT infrastructure and workflows wherever possible to ensure consistency and reliability.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with low-code automation platforms: Boomi, Workato, Okta Workflows, Zapier\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Device \u0026amp;amp; Endpoint Management\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;Manage and scale macOS endpoint fleets, including configuration, patching, security controls, and policy enforcement.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;Own MDM tooling, OS upgrade strategies, and endpoint security posture in partnership with Security.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;Support Windows endpoints where required, particularly for Finance and other specialized functions.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Security \u0026amp;amp; Compliance Partnership\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Implement and enforce IT security best practices across systems and endpoints.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Security Engineering and Risk to strengthen MFA, SSO, RBAC, and device trust controls.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify, troubleshoot, and remediate IT-related security gaps and operational risks.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support audit and compliance efforts by ensuring systems are well-documented, controlled, and auditable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Security-first/minded approach.\u0026amp;nbsp; \u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Employee Experience \u0026amp;amp; Support\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as a senior escalation point for IT Support, ensuring predictable availability and high-quality service.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document IT standards, policies, and troubleshooting guides to promote clarity and consistency.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve onboarding, offboarding, and day-to-day employee experiences through reliable systems and automation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent practical experience in Information Systems, Technology, or a related field.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;6+ years of experience in IT systems engineering, SaaS administration, or enterprise technology operations.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise in macOS administration and endpoint management at scale.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience with Okta and modern identity standards including SAML, OIDC, SCIM, and RBAC.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in scripting and automation using tools such as Python, Bash, or similar.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to design, document, and operate scalable IT Systems in a cloud-first environment.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong debugging, problem-solving, and systems-thinking skills.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer-service mindset with a reliable, detail-oriented, and collaborative approach.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Nice to Have\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with infrastructure-as-code tools such as Terraform.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with IT security controls in regulated environments (SOC 2, ISO 27001, SOX).\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting high-growth organizations through scale or operational maturity transitions.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong documentation and process-design discipline.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1843,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/7679122/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8189369\u0026gh_jid=8189369","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3543785,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8189369,"updated_at":"2026-09-14T14:42:45-04:00","requisition_id":"9996","title":"Sr. Manager, Channel Partnerships","company_name":"Betterment","first_published":"2026-09-14T13:21:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Senior Manager, Channel Partnerships role will be vital in executing our partnerships go-to-market motion focused on co-selling and referral partners for our Betterment at Work business line. This role will own a partnership’s channel and be responsible for acquisition, contracting, onboarding, and enablement. The role will collaborate deeply with sales leadership, marketing, RevOps, legal and finance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in NYC. Below, we\u0026#39;ve reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;New York City: $135,000 - $160,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of commission and an incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A day in the life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify what is and is not working across the channel, and adjust messaging, enablement, and partner focus accordingly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring voice-of-partner and market feedback into the business to inform roadmap, positioning, and channel strategy.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3–7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":263449,"name":"Sales","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8189369/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8014433\u0026gh_jid=8014433","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3474702,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8014433,"updated_at":"2026-07-01T10:46:46-04:00","requisition_id":"9960","title":"Sr. Manager, Licensed Customer Experience","company_name":"Betterment","first_published":"2026-06-23T14:57:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;strong\u0026gt;Licensed Customer Experience Team\u0026lt;/strong\u0026gt; at Betterment is the dedicated, white-glove support layer for our $100k+ customers—the power-users of Betterment. As a customer\u0026#39;s net worth grows, so does the complexity of managing their money. The Licensed Customer Support Team is here to help.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When these customers have questions about their portfolios, performance, tax features, or how to get the most out of their Betterment accounts, this team of licensed fiduciaries is here to help (mostly over chat and email, but also via phone).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As the \u0026lt;strong\u0026gt;Senior Manager, Licensed Customer Experience\u0026lt;/strong\u0026gt;, you will lead, coach, and develop this team of licensed Investment Adviser Representatives (IARs) to deliver a consistently exceptional, customer experience. You’ll own the performance, quality, and health of the team—ensuring we meet and exceed service levels, and turn every interaction into a moment that strengthens trust.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role sits within Betterment’s Human Advice organization and partners closely with our CX, Operations, Product, and CFP® teams. Your work will have a direct impact on customer satisfaction, retention, revenue from higher-balance clients, and the overall trust customers place in Betterment as their long-term investing partner.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $145,000 - $165,000\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead, coach, and develop a team of ~10 licensed customer experience representatives who handle inbound client requests across chat, email, and phone.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own team performance metrics (e.g., SLAs such as first response time, handle time, customer satisfaction) and implement strategies to consistently meet or exceed monthly goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own day-to-day support operations for the licensed queue, including staffing and scheduling.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and review client interactions through QA programs, providing clear, actionable feedback and development plans to continuously raise the bar on quality, empathy, accuracy, and regulatory adherence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use data to run the business, regularly reviewing dashboards, communicating with leadership and implementing solutions in response to trends in volume, quality, and customer satisfaction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the service experience for Betterment\u0026#39;s highest-value customers, using feedback and contact data to build practices that go beyond issue resolution and make these clients feel genuinely valued.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as an escalation point for complex and/or difficult client conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with CX, Operations, Compliance, Product, Engineering and the CFP® teams to improve cross-team partnerships, ticket routing, new initiatives and customer outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;People management experience leading customer-facing teams in financial services, CX, or operations, ideally in a licensed environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;FINRA Series 65 or equivalent (Series 66 , CFP®)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven coaching and performance management skills in a metric-driven support org (SLAs, CSAT/NPS, QA, and operational KPIs).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with modern service and CRM tools (e.g., Zendesk, telephony/CCaaS platforms, Salesforce/CRM) and comfort learning new systems quickly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication, strong cross-functional collaboration, and the ability to lead through change in a fast-paced, high-growth environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":258558,"name":"Financial Advice","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8014433/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8075138\u0026gh_jid=8075138","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3498699,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8075138,"updated_at":"2026-09-10T10:51:32-04:00","requisition_id":"9978","title":"Sr. Manager, Revenue Operations - Deal Desk \u0026 GTM Process Improvement","company_name":"Betterment","first_published":"2026-07-21T17:31:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is looking for a Senior Manager, Commercial Operations \u0026amp;amp; Deal Desk to serve as the execution arm of our Revenue Operations team, reporting to the Senior Director, Head of Revenue Operations. As our commercial engine grows, you\u0026#39;ll own our Revenue Operations processes (spanning supporting our go-to-market and post-sales teams) and own Deal Desk and Promotions.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role calls for someone who thinks like a process owner first: you are someone who notices friction and inefficiency before anyone flags it, and is motivated to design it out of the system rather than work around it. You’ll map how work actually flows across those handoffs today and redesign it so it holds up as we scale, including partnering with our Business Systems \u0026amp;amp; Tools team, who own the technical build.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Deal Desk and promotions carry real dollar and margin impact, so you’ll be trusted to partner with Sales, Finance, and Legal and make judgment calls without every decision being checked. This is a high-visibility individual contributor role for an operator who wants real autonomy and wants a direct, dollar impact on Betterment’s growth.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $135,000- $160,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Betterment\u0026#39;s Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building\u0026amp;nbsp; workflows that scale with growth\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable operating with real decision-making autonomy.\u0026amp;nbsp; Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / tooling\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":264233,"name":"RevOps","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8075138/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8137838\u0026gh_jid=8137838","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3522060,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8137838,"updated_at":"2026-08-20T10:55:58-04:00","requisition_id":"9990","title":"Sr. Marketing Associate, B2B","company_name":"Betterment","first_published":"2026-08-20T10:55:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is a leading, technology-driven financial services company that offers investing, savings, and retirement solutions for retail investors and investment advisors, as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days / week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is seeking a resourceful B2B Sr. Marketing Associate to help execute growth strategies for our rapidly growing Betterment at Work business line.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Working closely with the broader Acquisition Marketing and Betterment at Work teams, you will own the day-to-day execution of campaigns and initiatives across email, social, and webinars that build brand awareness, generate leads, and nurture our pipeline of qualified prospects for our sales partners. This role is ideal for a B2B marketing generalist—someone comfortable building a nurture flow, coordinating a webinar, drafting email copy, and moving creative assets through approvals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $89,000 - $99,500\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;You will help run the day-to-day marketing execution engine to generate leads and pipeline for Betterment at Work, working across email, social, webinars, content, partnerships, and events.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build, execute, and optimize email \u0026lt;/strong\u0026gt;campaigns in our marketing automation platform, including audience segmentation and list management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Develop marketing copy \u0026lt;/strong\u0026gt;across email, social, and web, spinning up initial drafts for review and ensuring a consistent brand voice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Manage creative asset development process\u0026lt;/strong\u0026gt;, coordinating timelines and feedback across creative, compliance, and external partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Support content marketing strategy\u0026lt;/strong\u0026gt; across owned channels, distributing compelling content to grow inbound lead generation and support our enterprise sales team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Manage webinar execution\u0026lt;/strong\u0026gt; in terms of logistics, promotion, platform setup, and post-event follow-up and lead handoff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Circulate regular updates \u0026lt;/strong\u0026gt;on key reports and campaign performance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in B2B or SaaS marketing with hands-on campaign execution across multiple channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with marketing automation and CRM platforms (HubSpot and Salesforce experience is a huge plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of B2B channel tactics—email nurture, webinars, partnerships, social, paid social, content marketing, and events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong writing and editing skills; able to independently draft email and social copy for review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable managing creative and compliance review workflows, including asset trafficking and approvals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills and able to manage multiple campaigns and stakeholders, keep timelines on track, and work independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative team player who excels at building relationships cross-functionally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in fintech, financial services, or other regulated industries is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":53539,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8137838/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8137849\u0026gh_jid=8137849","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3522064,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8137849,"updated_at":"2026-08-19T13:58:08-04:00","requisition_id":"9832","title":"Sr. Social Media \u0026 Content Associate","company_name":"Betterment","first_published":"2026-08-19T09:47:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Betterment is hiring a Social Media \u0026amp;amp; Content Associate to support the execution of our organic social strategy across three lines of businesses (Betterment, Betterment at Work, and Betterment Advisors Solutions) and help scale how we show up across platforms. This role sits on the Brand Creative team, reporting into the Social Media Manager. We play a key role in shaping the Betterment brand and product story, translating complex financial topics into clear, engaging content that builds trust and long-term brand equity.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;As a Social Media Associate, you will play a key role in bringing our content calendar to life. You’ll focus on drafting, creating and publishing content, routing posts through compliance and approval workflows, maintaining documentation, and monitoring performance. This role is ideal for someone with hands-on experience using design and editing tools, who is creative and able to help make complex financial topics and product launches engaging.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $89,000 - $99,500\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We make content about money and have a lot of fun doing it. You’ll help us tell the stories behind our products, our people, and why financial confidence should be accessible to everyone.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive day-to-day workflow for the creation of posts, including drafting copy, coordinating or creating creative assets, editing, shooting, routing content for reviews and approvals, and maintaining accurate compliance documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Schedule and publish content using social management tools, ensuring tagging, accessibility standards, and compliance requirements are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor engagement and comments across channels, flagging audience questions, trends, or potential risks by responding directly or routing to the appropriate team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pull weekly and monthly performance metrics to contribute to reporting and optimization efforts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partnering with Marketing, Creative, and Comms, assist in packaging product launches, research, and marketing initiatives into social-ready formats including product explainers and social first stories.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute ideas during brainstorms and support timely content tied to market events, and key brand moments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay up-to-date on social trends to identify opportunities and know when to be bold (but also when to be…demure).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3 years of experience in social media, digital marketing, or content creation; experience in financial services or other regulated industries is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Established ability to manage day-to-day publishing across corporate social channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with social video, including short-form video creation and platform-native best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent writing and visual communication skills, with demonstrated ability to capture and apply a consistent brand voice.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills and attention to detail; ability to manage multiple platforms and priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with any analytics and scheduling tools (e.g., Hootsuite, Meta, and other native platform insights).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using Adobe Creative Suite, Figma, Captcut, Edits or similar design tools, with a comfort leveraging AI capabilities to ideate and execute content faster..\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of social best practices, including formatting, tagging, accessibility, and engagement norms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset and comfort working cross-functionally with different teams across the organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":53539,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8137849/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8201993\u0026gh_jid=8201993","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3549783,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8201993,"updated_at":"2026-09-16T13:48:33-04:00","requisition_id":"1000","title":"Sr. Software Engineer","company_name":"Betterment","first_published":"2026-09-16T13:48:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;Broker Dealer is the core of the Betterment platform. On a busy day, we securely move millions of dollars through the Betterment system and ensure each transaction flows through a complex series of risk checks for strict regulatory compliance. Every ounce of efficiency and intelligence we pour into this system translates into more value for our customers. We’re looking for engineers to help us answer some of our most difficult backend scaling, software design, and optimization questions. As a Senior Engineer in our Broker Dealer organization, you\u0026#39;ll help balance on-time delivery of new platform features alongside system stability and scale, all while helping mentor and grow a team of amazing engineers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $175,000 - $215,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build innovative trading and money-movement technology that empowers people to make the most of their money so they can live better\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solve “impossible” problems. Take your ideas to the next level right away. We experiment, iterate, learn, and repeat\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Uphold a standard of excellence in your work, continuously seeking improvement and welcoming guidance from more experienced engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with purpose. You’ll work in small groups with other talented thinkers and figure out how to make Betterment’s software even better\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain trust through transparency. We believe in taking the guesswork out of investing. That means a consistent experience for our customers — you’ll build the tools to make it possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create efficiency. Our software helps customers save time and money. We maintain it through clean code, pragmatic programming, and lean engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to an environment of open communication where engineers feel empowered to share ideas and take initiative to solve problems that achieve company objectives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of professional expertise in at least one object oriented language, preferably Java\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years professional experience with SQL and relational databases, including designing schemas and writing detailed SQL queries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong command of fundamental algorithms and data structures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in large-scale distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing, building, scaling, and maintaining core backend software components\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to lead and manage projects that span one or more teams, considering tradeoffs to ensuring on-time delivery while maintaining high standards of quality, performance and security\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":300730,"name":"Broker Dealer Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8201993/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=7821707\u0026gh_jid=7821707","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3414558,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":7821707,"updated_at":"2026-07-01T10:46:45-04:00","requisition_id":"9935","title":"Sr. Staff Engineer","company_name":"Betterment","first_published":"2026-04-24T15:08:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The AI Platform team enables product teams across Betterment to build \u0026lt;strong\u0026gt;useful\u0026lt;/strong\u0026gt; AI-powered features quickly, enjoyably, and responsibly. As Sr Staff Engineer, you will work with a team of senior/staff engineers delivering an expanding set of AI capabilities as well as shared infrastructure, LLM evaluation frameworks, and internal libraries.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will help shape and lead the technical direction of our AI product development strategy, working closely with engineering leadership. You will collaborate with product and compliance partners to ensure Betterment\u0026#39;s AI capabilities are developed with the rigor that our customers and regulators expect.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;By joining us in the early days of our AI product efforts, you will have significant influence over how the organization delivers exciting features into the Betterment product across all lines of business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $230,000 - $270,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;We offer a competitive equity package, health, dental and vision benefits, life and AD\u0026amp;amp;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. This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp; For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A day in the life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Work with a team of senior/staff engineers building the foundation that enables all Betterment teams to deploy AI features.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and drive Betterment\u0026#39;s AI platform strategy – the shared infrastructure, evaluation frameworks, internal libraries, and guardrails that allow product teams to build AI features with confidence and speed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead high-leverage projects that expand our organization’s AI technical capabilities, where AI organically enhances existing product value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with product teams to ship customer-facing AI functionality to production. Develop broad Betterment domain expertise in the process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with legal and compliance leaders to scale processes that enable teams to build AI functionality quickly and responsibly within a regulated financial services environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and grow senior engineers, sharing your experience to expand their impact and accelerate their growth.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A strong technical lead capable of establishing the strategic vision for Betterment’s AI systems while also working hands-on alongside senior and staff IC colleagues to build it into reality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise in LLM systems, including prompt engineering, agentic workflows, and evaluation systems.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience operating AI features in production, ensuring quality and auditability via online and offline validation, automated monitoring, and human-in--the-loop oversight.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating at the frontier. The ability and drive to stay current with emerging tools, techniques, and best practices within the rapidly evolving AI ecosystem.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear judgment about when to use AI and when not to, maintaining a grounded, pragmatic perspective on what we should ship to production today.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record leading successful projects that affect and development workflows used by multiple teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fullstack development experience including React, GraphQL, and one or more server-side languages (Ruby, Java, TypeScript, C#, Python, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience making sound build vs buy decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to build trust and processes that transcend discipline and team boundaries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Principled approach to balancing the need to move quickly today with the need to move quickly tomorrow, with an appreciation of how to meet high standards for customer quality and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026amp;nbsp;\u0026lt;/h4\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1843,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/7821707/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=8139698\u0026gh_jid=8139698","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3522732,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":8139698,"updated_at":"2026-08-21T11:50:12-04:00","requisition_id":"9851","title":"Sr. Technical Product \u0026 Program Manager, Platform Engineering","company_name":"Betterment","first_published":"2026-08-19T09:43:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Platform Engineering organization’s mission is to enable engineers across the company to ship good code quickly, sustainably, and enjoyably. As a Senior Technical Program \u0026amp;amp; Product Manager within Platform Engineering, you will partner with team leaders to understand organizational needs, align on priorities, and help craft and manage roadmaps for the platform capabilities that support Betterment’s engineering organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Working with Platform Engineering leaders, you will help define and prioritize initiatives that enable the company to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Power Product Innovation: Partner with product engineering teams to develop scalable platform services, tooling, and shared components that help teams ship new features faster and more safely.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Standardize \u0026amp;amp; Simplify: Collaborate on standards, frameworks, best practices, and migration paths that reduce fragmentation and make it easier for teams to build and operate services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maximize Efficiency: Identify opportunities with platform teams to improve reliability and operational excellence through automation, workflow simplification, and performance optimization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimize Risk: Help align platform investments with the security, stability, resilience, compliance, observability, and disaster-readiness needs of the organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;You will lead highly technical, cross-team initiatives end to end: framing the problem, aligning stakeholders, driving execution, surfacing risks, and measuring outcomes. You will work closely with the leaders of SRE Infra Enablement, Developer Experience, Security, and API \u0026amp;amp; Auth Platform, as well as product engineering and other partners who depend on these capabilities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You thrive in the intersection of product thinking and technical program delivery. You’re equally comfortable white-boarding with engineers, presenting tradeoffs to executives, and collaborating with cross-functional teams to drive meaningful, durable outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $125,000-$145,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with SRE Infra Enablement, Developer Experience, Security, and API \u0026amp;amp; Auth Platform leaders to understand their strategies, constraints, dependencies, and investment choices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help facilitate a recurring roadmap process that turns technical opportunities, operational pain points, and partner needs into clear priorities and sequenced investments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with engineering leaders and senior technical staff to clarify the problem, define the desired outcome, evaluate options, and document the decisions and tradeoffs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track progress against roadmap commitments and platform outcomes, surfacing risks, dependencies, and decisions early rather than simply reporting status.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help teams make explicit tradeoffs when capacity is limited: what we will do, what we will defer, what we will stop doing, and what support or adoption is required from partner teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with product engineering teams to understand adoption barriers and ensure that platform capabilities are usable, well-documented, and supported in practice.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and track measures of success such as reliability, security posture, developer experience, adoption, delivery efficiency, operational burden, and service performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate cross-team execution for initiatives that span multiple platform areas, including migrations, standards, shared services, and changes to engineering workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare concise updates and decision documents for platform leadership, with a clear point of view and explicit asks when leadership input is required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong experience shaping and executing roadmaps for backend platforms, infrastructure, developer tooling, SRE, security, APIs, authentication, or related technical domains.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience leading complex, cross-team programs where success depended on influence, adoption, and sustained partnership rather than direct authority.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical depth sufficient to work effectively with senior engineers on backend architecture, operational tradeoffs, reliability, security, developer workflows, or platform APIs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A demonstrated ability to turn ambiguous technical problems into clear decisions, priorities, milestones, and measurable outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience balancing near-term delivery with long-term platform health, including standards, migrations, deprecations, reliability improvements, and operational readiness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong judgment about how to prioritize shared platform investments when different teams have legitimate but competing needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communication, including the ability to explain technical tradeoffs clearly to both engineers and senior leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A collaborative, low-ego working style and a willingness to go deep enough to understand the problem without taking ownership away from the engineering leaders and teams doing the work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-informed decision making, with the ability to define and use metrics related to reliability, security, adoption, developer experience, and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":57419,"name":"Product","child_ids":[150990],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":false,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/8139698/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=7391580\u0026gh_jid=7391580","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3294497,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":7391580,"updated_at":"2026-07-02T13:18:06-04:00","requisition_id":"9805","title":"Staff Engineer, Backend","company_name":"Betterment","first_published":"2025-11-14T12:29:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.\u0026amp;nbsp; We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Broker Dealer is the core of the Betterment platform. On a busy day, we securely move millions of dollars through the Betterment system and ensure each transaction flows through a complex series of risk checks for strict regulatory compliance. Every ounce of efficiency and intelligence we pour into this system translates into more value for our customers. We’re looking for engineers to help us answer some of our most difficult backend scaling, software design, and optimization questions. As a Staff Engineer in our Broker Dealer organization, you\u0026#39;ll help define our technical vision, improve system stability, drive on-time delivery, mentor our team of amazing engineers, and help scale our systems in the next chapter of our growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;New York City: $210,000-245,000\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A day in the life\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive the technical vision and long-term strategy of the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build innovative trading and money-movement technology that empowers people to make the most of their money, so they can live better\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solve “impossible” problems. Take your ideas to the next level right away. We experiment, iterate, learn, and repeat\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with purpose. Spread knowledge across the organization, leveling up engineering practices and mentoring other engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain trust through transparency. We believe in taking the guesswork out of investing. That means a consistent experience for our customers — you’ll build the tools to make it possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create efficiency. Our software helps customers save time and money. We maintain it through clean code, pragmatic programming, and lean engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with people who care. Half of our team is made up of engineers but we believe everyone at Betterment is an engineer with their own tools. We’re a group of talented professionals who pride ourselves on what we do. We’re smart, innovative, energetic, and lots of fun\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What we’re looking for\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years professional experience in at least one object-oriented language, strong plus for Java experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;7+ years professional experience with SQL and relational databases, including designing schemas and writing detailed SQL queries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong command of fundamental algorithms and data structures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience scaling and optimizing in large-scale distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing, building, scaling, and maintaining core backend software components\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to lead and manage projects that span one or more teams, considering tradeoffs to ensuring on-time delivery while maintaining high standards of quality, performance and security\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An understanding of how to make the tradeoffs required to ship without compromising quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowing that investments in developing solid tests pays for itself several times over\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Appreciation for agility and pragmatism in software development\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1843,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/7391580/ai_opt_out"},{"absolute_url":"https://www.betterment.com/careers/current-openings/job?gh_jid=7798083\u0026gh_jid=7798083","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":3408914,"location":{"name":"Betterment HQ - New York City"},"metadata":null,"id":7798083,"updated_at":"2026-07-01T10:46:45-04:00","requisition_id":"9845","title":"Staff Engineer, User Engagement ","company_name":"Betterment","first_published":"2026-04-22T15:56:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Betterment\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;http://www.betterment.com/\u0026quot;\u0026gt;Betterment\u0026lt;/a\u0026gt; is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;On User Engagement, you will build within a product that guides customers through the most important life events in their financial journey. Whether it’s saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a staff engineer, you\u0026#39;ll play an instrumental role in designing and implementing complex systems within the team\u0026#39;s domain, guiding your team\u0026#39;s full stack development practices and collaborating with other senior engineering leaders to advance Betterment\u0026#39;s technology and create high performance, reliability and exceptional developer experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you\u0026#39;re passionate about delightful customer experiences, building scalable, high-performance web applications and are eager to work in a collaborative, forward-thinking environment, we\u0026#39;d love to have you on our team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based out of our NYC office. Below we\u0026#39;ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New York City: $200,000 - $238,000\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This job may also be eligible for variable compensation in the form of a company incentive bonus.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;A Day in the Life:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Shape the technical direction for User Engagement, helping define the systems, patterns, and engineering practices behind customer-facing experiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineers, product managers, designers, and other stakeholders to turn product goals into pragmatic technical plans and phased delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and build high-quality software across the stack, with a high bar for performance, reliability, observability, and maintainability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Guide complex projects from discovery through release, aligning teammates, clarifying tradeoffs, and helping the team make sound technical decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create leverage for the team by reducing technical friction, improving developer workflows, and making thoughtful investments in architecture and code health.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor engineers across levels through feedback, pairing, design reviews, and day-to-day technical leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with other senior/Staff engineers to evaluate new patterns and technologies, and adopt them thoughtfully when they improve the customer or developer experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Raise the bar for how we work by sharing knowledge, strengthening engineering practices, and contributing to an inclusive, high-trust engineering culture.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven experience scoping, leading, and delivering complex technical projects from discovery through release.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong full stack engineering experience, including building customer-facing web applications and the systems that support them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience in at least one server-side language. We use Ruby on Rails, so experience with Ruby is a plus, but strong fundamentals in languages such as Java, Python, or C# are valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency building frontend applications using React or a similar framework. Experience with GraphQL is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with relational databases, including schema design and writing detailed SQL queries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical judgment, including the ability to evaluate tradeoffs and make pragmatic decisions without compromising quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building consensus, influencing technical direction, and collaborating effectively with technical and non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of mentoring engineers through feedback, pairing, design reviews, and day-to-day technical leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A high bar for software quality, including testing, observability, reliability, and maintainability.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Join a team built on these core values\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We change lives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We set audacious goals\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We value all perspectives\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;When we collaborate, we\u0026#39;re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We simplify financial services\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Our Commitment to Your Total Well-being:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;We offer a competitive suite of benefits\u0026lt;/strong\u0026gt;, including medical, dental, and vision coverage; life and AD\u0026amp;amp;D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; Equity for all employees, including new hire and refresher grants.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time:\u0026lt;/strong\u0026gt; Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth:\u0026lt;/strong\u0026gt; Company-paid professional coaching for all employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Wealth:\u0026lt;/strong\u0026gt; Day-one 401(k) match plus matching on qualified student loan payments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What happens next\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of\u0026amp;nbsp; applications for open positions, we’re unable to offer individual feedback during the interview process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Come join us!\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":1843,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":1130,"name":"Betterment HQ - New York City","location":"61 West 23rd Street, Fifth Floor, New York, New York","child_ids":[],"parent_id":null}],"ai_disclaimer":"\u003cp\u003eWe use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.\u003c/p\u003e","include_ai_disclaimer":true,"ai_opt_out_request_url":"http://app.greenhouse.io/ai_opt_out_request/job_post/7798083/ai_opt_out"}],"meta":{"total":25}}