Strategic Sales Manager, Betterment

• Experience:
• 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions)
• Proven Track Record:
• Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
• Knowledge of Advisor Custody:
• Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
• Communication Skills:
• Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
• Relationship-Building:
• Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
• Self-Motivated:
• Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
• Technology Proficiency:
• Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process

Desirable

• We are seeking an experienced and motivated Sales Executive to join our team, focusing on the Midwest territory of the United States
• This role is critical in driving growth within the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms
• As a key player in our sales team, you will collaborate with cross-functional teams to deliver tailored solutions that meet the needs of our clients while expanding our market presence
• Business Development:
• Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the Midwest region
• Client Relationship Management:
• Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions
• Sales Strategy:
• Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
• Territory Management:
• Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the Midwest territory, while managing time effectively across a wide geographic region
• Collaboration:
• Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
• Market Expertise:
• Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the Midwest
• Reporting & Forecasting:
• Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership

• 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!