Advisor Retirement Sales Manager - West Coast
Betterment
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 positions (three days/ week in-office).
About the role
Betterment at Work is an award winning 401(k) solution that works as hard for your money as you work to earn it. We are seeking an ambitious Advisor Sales Manager to join our team. In this role, you will be responsible for leading sales efforts within your defined territory by introducing our retirement product and value proposition to advisors. You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their practice or to transition to Betterment at Work as their preferred provider. This position will be remote, based on the West Coast, focused on generating new business and representing Betterment at Work 401k’s solutions.
This role is remote. 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.
- West Coast (Remote) $120,000 + Commission
We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus.
A day in the life
- Own a sales territory to grow Betterment’s retirement platform by partnering with Financial Advisors to increase sales of retirement plans
- Own the full sales cycle from prospecting to close for the Advisor’s retirement plan business
- Travel in territory (25%) to deepen relationships with top advisors and maximize sales outcomes
- Partner internally with Business Development Representatives to source and close new Advisor relationships
- Create opportunities from new business referrals, educating prospects and developing strategies for Betterments products
- Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
- Meet and exceed Bookings goals
- Ensure effective and consistent use of Salesforce, Groove, Gong and other sales tools
What we’re looking for
- Sales experience working in Financial Services or B2B tech sales selling to Financial Advisors
- Experience in the retirement industry and building relationships with retirement specialists
- Curiosity and interest in financial products and retirement planning
- A consistent track record of exceeding targets
- Desire to build a new business vertical, iterating on processes and collaborating with shared teams
- High energy and willingness to learn
- Self motivated and adaptable to change
- Experience with sales technology stack- Salesforce, Groove, Gong- a plus
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
- 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!
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.
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.
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
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email team.hire@betterment.com.