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Relationship Manager

Betterment

Betterment

This job is no longer accepting applications

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Customer Service, Sales & Business Development
New York, NY, USA
Posted on Monday, December 11, 2023

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing 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: making people’s lives better. We’re headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.

About the role

The Betterment for Advisors (B4A) team works with Registered Investment Advisors across the country to implement Betterment’s best-in-class technology and change the way that Financial Advisors serve their clients. As a Relationship Manager, you like working with people, solving problems, and are a master in the art of persuasion. You understand what it means to be a champion of a brand. You are the voice for customers, and relish providing them with that “wow” moment. You understand what it is like to be a customer, and appreciate going above and beyond to delight people and solve their problems. In this role, you will be joining a tight-knit team that is an integral part of the organization.

This role is based out of our NYC office. 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.

  • New York City: $95,000 - $110,000 + Commission

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and a 401(k) offering with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.

A day in the life

  • Act as the primary point of contact to B4A clients in the SMB RIA segment
  • Work with the B4A sales team to identify opportunities to increase existing client revenues and drive selling activities to completion
  • Execute transitions of client accounts from outside custodial platforms to Betterment, acting as a liaison between clients and internal groups at Betterment critical to success (Ops, support, etc)
  • Ensure effective and consistent pipeline tracking through Salesforce, Hubspot, and other sales reporting tools
  • Act as the internal voice of the customer, offering insights to all areas of the business to help build a better product

What we’re looking for

  • 5+ years working in wealth management or financial services
  • Experience working with demanding clients in a highly professional setting
  • Experience working with back and middle office operations
  • Track record of successfully identifying sales opportunities in existing clients
  • Self-starter who excels in a “start-up” environment; ability to wear multiple hats
  • Interest in becoming a subject matter expert in fintech and personal wealth management
  • Exceptional verbal/written communication skills and ability to build rapport - you will be the primary contact for many of our customers

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

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.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We invest in you with:

  • A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
  • Flexible paid time off (and encouragement to use it!)
  • Meaningful opportunity for community building through our 7 Employee Resource Groups
  • Empowerment to own and lead change and affect the business
  • Dedicated professional development opportunities
  • Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️
  • Lunch from our in-house chef three days a week at our NYC headquarters

What happens next

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.

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.

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 applications for open positions, we’re unable to offer individual feedback during the interview process.

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!

Please note that 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.

Come join us!

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.

E-Verify Statement

Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify Notice
E-Verify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)

CPRA Language - CA Applicants ONLY

This job is no longer accepting applications

See open jobs at Betterment.