Betterment

Sr. Staff Engineer on the AI Platform team at Betterment, a fintech company. This role focuses on building the foundation for AI-powered features, including shared infrastructure, LLM evaluation frameworks, and internal libraries. The engineer will shape AI product strategy, collaborate with product and compliance, and ship customer-facing AI functionality in a regulated environment. The role requires strong technical leadership, expertise in LLM systems (prompt engineering, agentic workflows, evaluation), and experience operating AI features in production.

Sr. Engineering Manager for the AI Platform team at Betterment, a fintech company. This role leads a team of senior/staff engineers responsible for building and delivering AI capabilities, shared infrastructure, LLM evaluation frameworks, and internal libraries. The team collaborates with product, compliance, and legal to ensure AI features are developed quickly, enjoyably, and responsibly within a regulated financial services environment. The manager will drive technical direction, sequence roadmaps, and partner with product teams to ship customer-facing AI functionality, while also focusing on evaluation rigor, model observability, and human oversight.

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.

Sr. Software Engineer on the AI Platform team at Betterment, a fintech company. The role focuses on building shared infrastructure, LLM evaluation frameworks, and internal libraries to enable product teams to develop and deploy AI-powered features responsibly. This includes shipping customer-facing AI functionality and collaborating with legal and compliance in a regulated environment.

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. Internal Controls Manager to shape their internal control environment and prepare for IPO readiness. This role is central to the company's SOX readiness program, involving risk assessment, control documentation, compliance, and external auditor liaison. The manager will work across Finance, Risk, Operations, and Engineering, with significant exposure to senior leadership. Responsibilities include leading risk assessments, owning control design and documentation, maintaining risk/control matrices, executing validation testing, coordinating external audits, managing access governance, and evaluating control deficiencies. Requires 8+ years of experience in internal audit/controls/SOX compliance, knowledge of COSO, SOX 404, ITGC frameworks, and business process controls. Experience with AI-assisted workflows and automation tools is a plus.

Legal Counsel specializing in litigation and regulatory matters for a financial services company. Responsibilities include managing disputes, responding to regulatory inquiries, advising on legal risk, and defending the company in legal and regulatory proceedings. Requires strong legal judgment, problem-solving skills, and the ability to navigate complex regulatory environments.

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.

Staff Engineer on the User Trust team at Betterment, focusing on building systems for user privacy, compliance, account access, KYC, risk scoring, login, account recovery, and fraud prevention. This role sits at the intersection of security, legal & compliance, risk, and product engineering to deliver scalable, reliable solutions. The engineer will design and implement complex systems, guide full stack development, and collaborate with senior engineering leaders.

Engineering Manager for Detection Engineering at Betterment, leading a team responsible for building and operating security detection capabilities across cloud infrastructure, SaaS, and product. The role involves owning the strategy and execution for threat detection, partnering with various security and engineering teams, and ensuring operational rigor. Key responsibilities include detection program strategy, quality, threat modeling, incident response leadership, team management, and external SOC partnership. Requires 7+ years in security engineering/operations with 2+ years managing security/detection teams, strong SIEM and detection-as-code expertise, and experience with cloud environments.

Senior Engineering Manager for SRE Developer Experience squad at Betterment, focusing on guiding engineers from commit to production, owning a roadmap, and mentoring a team. The role involves building tools and frameworks to improve developer workflows and exploring the integration of AI into these processes.

Information Security Analyst role focused on governance, risk, and compliance (GRC) activities within a financial services company. Responsibilities include performing risk assessments, monitoring vulnerability remediation, and supporting audits. The role will leverage AI and automation tools to enhance efficiency.

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.

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.

Senior IT Systems Engineer responsible for designing, scaling, and operating Betterment’s core IT systems and infrastructure, focusing on identity, SaaS platforms, endpoint management, and automation. The role involves partnering with various departments to ensure secure, reliable, and scalable IT systems.

IT Support Technician role at Betterment, a fintech company. Responsibilities include providing second-line support, troubleshooting complex requests, managing hardware, administering SaaS platforms, and leading onboarding sessions. Requires experience with macOS environments, documentation, and various IT tools.

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.

Staff Mobile Engineer on the Mobile Platform team responsible for building and maintaining shared mobile infrastructure, frameworks, and tooling that power Betterment's applications. The role focuses on shaping the developer experience for mobile engineers, ensuring fast, safe, and sustainable feature delivery.

Engineering Manager for Betterment's Broker Dealer platform, focusing on backend scaling, system stability, and team mentorship. The role involves managing a team of engineers, fostering career development, and ensuring timely delivery of features while maintaining system integrity and regulatory compliance.

This role focuses on integrating client payroll systems with Betterment's financial services platform, ensuring smooth data flows and client satisfaction. It requires strong client-facing, payroll, and technical skills, including experience with HRIS vendors, API connectors, and SFTP file feeds. The role involves troubleshooting data discrepancies and collaborating with internal teams like Product and Engineering.

This role oversees and manages the financial and operational aspects of Betterment's broker-dealer business, ensuring compliance with industry regulations, maintaining accurate financial records, and optimizing operational processes. Responsibilities include daily reconciliations, monitoring firm liquidity and net capital, enhancing controls, preparing regulatory filings, and acting as the main counterpoint with auditors.

Staff Engineer, Backend at Betterment, a financial services company. This role focuses on the core Broker Dealer platform, involving secure money movement, risk checks, and regulatory compliance. The engineer will drive technical vision, improve system stability, mentor engineers, and scale systems. Requires 10+ years of object-oriented programming (Java preferred) and 7+ years of SQL experience, with a strong understanding of algorithms, data structures, and distributed systems.

Senior Product Security Engineer at Betterment, a fintech company. This role focuses on building tools and improving the security of systems within a highly regulated environment. Responsibilities include leading security initiatives, writing and reviewing code for security concerns, conducting threat modeling, architecture reviews, and offensive security engagements. Requires 5+ years of software building experience, deep understanding of web app security, experience with exploiting and fixing vulnerabilities, and securing AWS cloud infrastructure.

Staff Full Stack Software Engineer role at Betterment, a fintech company, focusing on building and leading the development of the Advisor Experience team's platform. The role involves designing and implementing complex systems, guiding full stack development practices, and collaborating with senior engineering leaders to enhance performance, reliability, and developer experience. Requires experience in server-side languages (Ruby on Rails) and modern Javascript frameworks (React), strong technical design and architecture understanding, and effective communication skills.

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.

Engineering Manager at Betterment, a fintech company, responsible for leading a team of engineers to build and improve financial services software. The role involves technical leadership, strategic vision, hands-on project management, mentoring, and ensuring high-quality execution in a full-stack environment.

Senior Full Stack Software Engineer role at Betterment, a fintech company, focusing on building customer-facing applications for investing, savings, and retirement solutions. The role involves leading initiatives, collaborating with product and design, and mentoring junior engineers. Requires strong experience in object-oriented programming (Ruby on Rails preferred), frontend frameworks (React.js), APIs (GraphQL), and databases.

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.