Betterment

Betterment is seeking a Sr. CX Programs & Automation Manager to own the full lifecycle of AI initiatives within their customer support and operations. This role focuses on shipping AI solutions to improve customer experience and agent efficiency, with key metrics including automation rate, AHT reduction, agent productivity, and customer satisfaction. The manager will build and maintain an AI roadmap, translate pain points into use cases, lead delivery in partnership with various teams, drive adoption of AI tools, and ensure responsible AI deployment. Requires 7-10+ years of experience in CX operations or product management with hands-on experience launching AI/automation in support environments.

This role focuses on the post-launch performance and optimization of AI programs within a customer experience context at a fintech company. The analyst will manage AI tooling, ensure performance, identify degradation, handle incident response, maintain documentation, and build feedback loops to inform future development. Experience in regulated industries is required.

Senior Product Designer for Betterment's 'Betterment at Work' platform, focusing on retirement advisor and employee experiences. The role involves leading end-to-end design, contributing to product strategy, and specifically defining AI-powered features. The designer will leverage AI tools in their workflow and collaborate with cross-disciplinary teams. Requires 4+ years of product design experience and a portfolio showcasing web/mobile design with user/business impact.

Betterment is seeking a Sr. Manager, Marketing Compliance to manage a team of two and oversee the daily review of marketing materials and social media for investment advisory and broker-dealer products. This role requires expertise in SEC and FINRA marketing rules, strong management skills, and the ability to partner with the marketing team to ensure adherence to regulations. The role also involves managing a marketing review tool, which may use AI, and executing the Compliance program for their area of responsibility.

Customer Support Associate role at a financial services company, focusing on providing excellent customer service through various channels, explaining complex financial concepts, and troubleshooting issues. This role involves acting as the voice of the customer to improve the product.

Group Product Manager for Betterment's Broker/Dealer organization, responsible for product strategy for trading and market data systems. This role involves setting the long-term vision for back-end investing platforms, managing PMs, and partnering with engineering and stakeholders to enable growth, maximize efficiency, and minimize risk in a regulated financial services environment.

Technical Program Manager for Betterment's Broker Dealer and Investor divisions, focusing on driving execution, coordination, and operational clarity across quantitative researchers, engineers, compliance, and product leaders. The role involves managing high-stakes initiatives, translating ambiguous ideas into structured projects, and ensuring alignment and accountability for delivery targets. This is an early-stage opportunity to define TPM practice at the intersection of complex financial domains.

Betterment is seeking an experienced Sales Executive for their West Coast territory, focusing on driving growth in the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms. The role involves business development, client relationship management, sales strategy execution, territory management, collaboration with cross-functional teams, market expertise, and reporting/forecasting. Requires 5+ years of sales experience in financial services, with a strong background in advisor custody or related sectors, and a proven track record in revenue growth.

Betterment is seeking a Sr. Accounting Manager to maintain the accuracy, integrity, and timeliness of the company’s financial information. This role involves managing the close process, supporting audits and compliance, and providing financial insights. The manager will also architect process improvements, act as a financial consultant to various departments, and lead the implementation of complex US GAAP guidance for new initiatives. Requires a Bachelor's degree in Accounting or Finance, 8+ years of experience, and CPA or equivalent.

Betterment is seeking a Sr. Director of Talent Acquisition to lead their recruiting function, set the vision and strategy for talent acquisition, and ensure the attraction, hiring, and retention of exceptional talent as the company scales. This role involves strategic leadership, operational oversight of recruiting execution, systems, and planning, and partnering with senior leaders. The position requires extensive experience in talent acquisition, scaling recruiting teams, building enterprise-level recruiting strategies, and expertise in recruiting operations, analytics, and systems.

This role is for a Sr. Manager, Workplace Experience at Betterment, a financial services company. The position focuses on leading in-person and virtual workplace strategy and operations, overseeing daily operations, developing and scaling processes, and ensuring an exceptional employee and visitor experience. Responsibilities include managing events, creating operational frameworks, contributing to budget forecasts, overseeing office operations, and managing renovations. The role requires extensive experience in office management, supporting remote employees, budgeting, vendor management, and stakeholder communication.

Director, Broker-Dealer Operations at Betterment, a fintech company. This role oversees and operates the broker-dealer entity, focusing on financial and operational aspects, compliance with FINRA and SEC rules, and partnering with Product and Engineering to design and operate new products. Responsibilities include managing the team, designing new systems, maintaining vendor relationships, and collaborating on product structuring and implementation.

Betterment is seeking a Customer Support Specialist with FINRA licenses to join their Human Advice team. This role involves providing compliant servicing and financial guidance to high-value clients, assisting them with platform navigation, product understanding, and informed decision-making via phone and email. The specialist will also handle escalations, collaborate cross-functionally, and manage online reputation on Reddit.

Betterment is a technology-driven financial services company offering investing, savings, and retirement solutions. They are seeking Business Development Representatives to drive top-of-funnel growth through outbound prospecting for their 401(k) or Custody businesses. The role involves identifying and nurturing potential outbound opportunities, articulating the company's value proposition, and meeting sales goals. Experience in B2B tech/SaaS sales as an SDR/BDR is a plus, as is curiosity for financial products and retirement planning.