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).
About the roleBetterment Advisor Solutions provides a cutting-edge platform for financial advisors seeking innovative ways to enhance their wealth management services. We are seeking ambitious, enthusiastic individuals to join our team focused on financial advisors working with retirement plans. In this role, you will be responsible for outbound prospecting to assist the sales process at the top of the funnel in an activity heavy role. You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their employee benefits or transition plans from their existing provider.
This role is based out of our NYC office. 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.
- New York City: $60,000-$65,000
This job may also be eligible for variable compensation in the form of commission.
A day in the life- Generating new opportunities with financial advisors using outbound tactics (email sequences, cold calling, LinkedIn, etc) to assist the sales process at the top of the funnel
- Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
- Understanding the need of prospects and communicating them clearly to Account Executives
- Clearly articulating Betterment’s Advised value proposition and products to prospects in specific verticals
- Meet and exceed meeting set and pipeline goals
- Ensure effective and consistent use of Salesforce & other prospecting tools
- Provide “voice of the prospect and industry” to marketing and product management to drive roadmaps
- We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!
- No experience necessary, however recent sales (or sales adjacent) experience is a plus (i.e. recruiting, real estate, or non-profit experience)
- B2B tech/SaaS sales experience as an SDR/BDR is a plus
- Curiosity and interest for financial products and retirement planning
- Demonstrated track record of high performance
- High energy and willingness to learn
- Strong oral and written communication skills with even stronger listening skills
- Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals
- Experience with sales & marketing technology stack
We change lives
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.
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 simplify financial services
We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Our Commitment to Your Total Well-being:
- We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&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
- Ownership: Equity for all employees, including new hire and refresher grants.
- Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
- Growth: Company-paid professional coaching for all employees.
- Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
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.
Betterment New York, New York, USA Office
We're centrally located in Manhattan right next to Madison Square Park. Enjoy all the great eats and a nice stroll around the park.
Similar Jobs
What you need to know about the NYC Tech Scene
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
