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

As an Advisor Implementation Manager, you will play a pivotal role in the advisor onboarding and asset transition process. This collaborative position requires you to work closely with sales, product, and investing teams to ensure the seamless integration of Betterment’s platform for advisors. You will serve as a technical product expert, guiding advisors through the asset transition process. You will also provide consultative guidance on utilizing tools and executing transfers, which may involve direct communication with their end clients. Your expertise will enable advisors to fully leverage Betterment’s tools to meet their unique needs. Your work will directly impact the success of our advisors, fostering strong, lasting relationships through effective implementation and hands-on support throughout the transition.

This role is remote eligible. Below we've reflected the base salary range we would offer for this position. The actual compensation offered will be based on candidate experience and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

$77,000 - $84,000 + 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 401(k) with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus.

  A day in the life Own and manage the end-to-end implementation process for advisors, ensuring timely and successful asset transfers, account setups, and product adoption. Collaborate cross-functionally with sales, product, and customer success teams to align on implementation needs and advisor-specific requirements. Be a technical product expert, providing deep insights into the Betterment platform, asset transfer processes, and integration points. Work directly with advisors to understand their needs and guide them on how to best utilize Betterment’s product to optimize their workflows. Track and manage the progress of multiple advisor implementations simultaneously, ensuring smooth transitions and clear communication throughout. Work to resolve any implementation issues or concerns, ensuring that advisors have a positive and productive onboarding experience.   What we’re looking for 5+ years of experience in a project management, relationship management, or advisor services role, ideally within the financial services or fintech industry. Strong understanding of asset transfer processes and strategies. In-depth knowledge of financial advising processes, including asset management, client account setup, and ongoing advisor-client interactions. Excellent communication and relationship-building skills, with a proven ability to work with clients and internal teams to ensure successful outcomes. Experience in collaborating cross-functionally with sales, product, and technical teams to align on business needs and technical solutions. Strong organizational skills and ability to manage multiple projects simultaneously, while ensuring deadlines and expectations are met. Highly detail-oriented with a focus on process improvement and operational efficiency. Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities. Series 66, CFP, or equivalent licensing preferred

 

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.
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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.