Lead Data Analyst, Betterment
$130-155k
+ Equity + 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
Open for applications
Banking and investment app
501-1000 employees
Open for applications
$130-155k
+ Equity + 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
- This is a high-impact role, ideal for someone who thrives at the intersection of data strategy, cross-functional influence, hands-on experimentation, and analytics
- 6+ years of experience in a data-focused role such as Data Analyst or Data Scientist
- Advanced SQL skills to efficiently pull insights from our Redshift datawarehouse
- Proficiency in R, Python, or similar programming for statistical and advanced analytical work
- Experience using BI tools such as Metabase, Looker, or Tableau to support day-to-day stakeholder questions
- A powerful combination of technical expertise, curiosity, business acumen, storytelling, and a willingness to work hard to pull actionable insights from our data
- Deep understanding of metrics such as CAC, LTV, funnel conversion, retention, and user engagement
- Strong interpersonal and communication skills with the ability to build trust and influence across disciplines
- A strong track record in hypothesis-driven problem solving and experimentation
- Experience using event data and dbt is a plus
What the job involves
- The Analytics team drives impact across all areas of Betterment, partnering with teams to shape strategy, identify opportunities, and influence product decisions that deliver the best experience for our customers
- Projects range from building intuitive dashboards that provide a pulse on the business to performing deep dives into customer behavior that uncover game-changing insights and turning those deep dives into clear, actionable recommendations for stakeholders
- As a Lead Data Analyst, you will work across business lines to research Betterment’s highest-priority questions
- You will collaborate closely with product, engineering, marketing, finance, strategy, and operations to guide Betterment’s direction through data
- You will also mentor other analysts, influence product roadmap decisions, and identify key opportunities that create long-term value for our customers and the company
- A day in the life:
- Lead deep-dive analyses that uncover actionable insights on customer behavior, product performance, and growth levers
- Develop dashboards and reporting that tell compelling stories to help senior leadership and cross-functional teams make key decisions
- Collaborate with stakeholders across product, marketing, finance, strategy, and sales to identify opportunities and guide strategic initiatives
- Partner end-to-end with product and engineering teams to define event tracking, run A/B tests, and perform in-depth analysis of feature performance and user engagement
- Coach and mentor junior analysts to continuously elevate analytical rigor and best practices across the organization
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
- 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
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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