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 Pacific Northwest 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 West 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 West 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 West
• 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