Senior CRM Associate, Betterment
$90-105k
+ Equity
More information about location
3 days a week in office
Banking and investment app
Job no longer available
Banking and investment app
501-1000 employees
Job no longer available
$90-105k
+ Equity
More information about location
3 days a week in office
501-1000 employees
Company mission
To make people’s lives better.
Jump to section
Company mission
To make people’s lives better.
Few 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
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.
Articles
Jobs (10)
Software Engineering
Marketing
Operations & Strategy