Account Manager

Job Description

About Betterment:

Betterment for Advisors is a leading digital-first wealth management platform. By combining our technology with an advisor's personal touch, we are reimagining what's possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience empower advisors to grow their businesses and build deeper client relationships. Hundreds of firms trust Betterment for Advisors to custody and manage client assets. For more information visit advisors.betterment.com.

About the Role:

The Betterment for Advisors (B4A) team works with Registered Investment Advisors across the country to implement Betterment’s best-in-class technology and change the way that Financial Advisors serve their clients. As a Relationship Manager, you like working with people, solving problems, and are a master in the art of persuasion. You understand what it means to be a champion of a brand. You are the voice for customers, and relish providing them with that “wow” moment. You understand what it is like to be a customer, and appreciate going above and beyond to delight people and solve their problems. In this role, you will be joining a tight-knit team that is an integral part of the organization.

This role is not remote eligible. We are looking to hire this role in our Philly office location, where we offer hybrid working conditions.

A Day in the Life:

• Onboard and train start-up RIAs providing best practices for maximizing value on the B4A platform
• Provide ongoing marketing and practice management resources to promote early-stage growth for new RIA’s
• Act as the primary point of contact to post 12 months B4A clients in the start-up RIA space, promoting further adoption of services and servicing inbound requests
• Execute and advise on transitions of client accounts from outside custodial platforms to Betterment acting as a liaison between clients and internal groups at Betterment critical to success (Ops, support, etc)
• Act as the internal voice of the client, collecting client feedback to provide insights to all areas of the business to help build a better product

What We’re Looking For:

• 2-3+ years working in wealth management, SAAS sales/account management, or financial services
• Experience working with demanding clients in a highly professional setting
• Experience working with back and middle office operations
• Experience identifying sales opportunities in existing clients
• Interest in becoming a subject matter expert in fintech and personal wealth management
• Exceptional verbal/written communication skills and ability to build rapport - you will be the primary contact for many of our customers

What Being at Betterment Means for You:

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution.

You’ll join a Community that Cares:

• Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations.
• Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote-friendly way.
• Join one or more of our 8 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterment’s culture and product for years to come.

You’ll stay Happy and Healthy:

• We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, benefit packages that fit your needs (infertility and World Professional Association for Transgender Health approved benefits available), flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits.
• You’ll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what you’re working on.

You’ll Learn & Grow:

• Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning.
• As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells.

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to [email protected]

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application.

Throughout the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 2-3 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision.

Please note that we’re unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesn’t have the bandwidth to offer personalized feedback to each candidate.

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help.

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.