Senior Product Manager, Betterment
Advisor Portfolio Controls
$140-165k
+ Equity package; Eligible for variable compensation in the form of a discretionary company incentive bonus
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
$140-165k
+ Equity package; Eligible for variable compensation in the form of a discretionary company incentive bonus
More information about location
3 days a week in office
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- 3-5 years of product management experience at a financial services or financial technology company with a focus on trading and/or portfolio management preferred
- Strong analytical abilities with a passion for data-inspired decision making
- Self-starter and demonstrated success at communicating, prioritizing, and balancing needs cross-functionally
- Obsessive attention to detail and strong organization skills in a fast-paced environment
- Ability to build strong relationships across functions within an organization
- Creative problem solving skills that balance complying with regulatory realities and a commitment to innovation
- Ability to think connect abstract or complicated back-end builds to delightful customer experiences
- The story-telling capabilities that can help the organization see the long term vision of our advisor toolset
What the job involves
- As a Product Manager on our Betterment Advisor Solutions team, you’ll be responsible for executing against and helping to shape the product roadmap for a platform that allows registered investment advisors to efficiently manage their clients’ assets
- You will be accountable for driving the next chapter of incredible growth in Betterment’s advisor business with expanded & improved portfolio management capabilities
- You will be expected to navigate multiple concurrent projects from a high level and be able to also quickly dive into the weeds with engineers as needed to address technical, project-specific roadblocks
- You’ll need to roll up your sleeves and work shoulder-to-shoulder with both highly technical and non-technical teams across the organization throughout the entire product development lifecycle
- You’ll need to prioritize effectively in order to ensure that our Betterment Advisor Solutions team is building best-in-class trading & portfolio management solutions for our advisor clients
- Understand the workflows and business practices of investment advisors in our target market and serve as their advocate within the organization
- Speak directly with advisor clients to explore ways that Betterment Advisor Solutions can continue to improve their practices and client relationships
- Work collaboratively with multiple squads to create new capabilities to support (and delight!) our advisor clients
- Ensure that the needs of our advisors are taken into consideration in the roadmaps of the platform teams who support our custody & trading capabilities
- Partner with design and engineering leads to help shape the product requirements for new releases into our advisor toolset
- Attend standups, planning meetings, and retros to support the Advisor Portfolio Controls engineering team
- Coordinate with advisor-facing teams to navigate complex client situations and oversee successful rollouts
- Work closely with Technical Program Managers to unblock or drive all phases of the software development cycle
- Regularly communicate project goals, milestones, and progress to business stakeholders and executive leadership
Application process
- 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!
- Betterment is dedicated to providing accommodations to candidates upon request
- If you need accommodations at any point throughout the interview process, please reach out to your recruiter
- Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation
- You will not be penalized for redacting or removing this information
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
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
Total funding: $335m
Company benefits
- 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.
- 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.
- Free food: Snacks, beverages, and catered lunches at our NYC HQ
- 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.
Company HQ
Flatiron District, New York, NY
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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