Strategic Sales Manager, Betterment

Midwest Territory, Advisor Custody

$112k

+ Commission bonus and equity options

Salesforce
Senior level
New York

3 days a week in office

Betterment

Banking and investment app

Job no longer available

Betterment

Banking and investment app

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Job no longer available

$112k

+ Commission bonus and equity options

Salesforce
Senior level
New York

3 days a week in office

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Company mission

To make people’s lives better.

Company mission

To make people’s lives better.

Top investors

Some candidates hear
back within 2 weeks

-6% employee growth in 12 months

Our take

Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.

The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.

Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Benefits

  • Matching benefits: We offer a 401(k) match and a match on qualified student loan payments
  • Equity: Gain stake in Betterment’s success with company equity grants.
  • Long-term health resources: We provide LGBTQIA+ transition and fertility support.
  • Find your community: Make connections through seven employee affinity groups and a social calendar of hybrid events.
  • Health and wellness: Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.©
  • Generous time off: We encourage you to take time off (seriously) and get the rest you need to do your best work.
  • Paid parental leave: We welcome new additions to your family with 12-18 weeks of parental leave.
  • Free food: Snacks, beverages, and catered lunches at our NYC HQ

Company values

  • Pursue happiness
  • Start with the customer
  • Build relationships beyond the task
  • Own it and lead it
  • Iterate to breakthrough
  • Embrace efficiency
  • Create enduring quality

Funding (last 2 of 7 rounds)

Sep 2021

$60m

SERIES F

Jul 2017

$70m

SERIES E

Total funding: $335m

This company has top investors

Leadership

Jonathan Stein

(Board Member)

After studying Economics at Harvard, Jonathan worked as a Consultant at First Manhattan Consulting Group for over 4 years. He founded Betterment in 2007, serving as CEO until 2020 when he stepped down to Chairman of the Board.

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