Director of Partner Management, Betterment
$170-190k
+ Equity package
More information about location
5 days a week in office
Automated investing & financial planning
Job no longer available
Automated investing & financial planning
501-1000 employees
Job no longer available
$170-190k
+ Equity package
More information about location
5 days a week in office
501-1000 employees
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- 10 years of proven experience in partner account management, partner marketing, partner success, or a related role, preferably within financial services
- Inspiring and effective manager, someone who can both execute and delegate, provide direction and prioritize team assignments
- Solid knowledge of B2B growth strategies, including business development, content marketing, lead generation, sales development, and partner marketing
- Familiarity with B2B sales and partner relationship management tools and software
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders
- Analytical mindset with the ability to interpret data, draw insights, and make data-driven decisions
- Experience working in highly regulated industries that require adherence to complex legal and regulatory requirements
- Willingness to travel as necessary to partner meetings and events
What the job involves
- As a key part of the Marketing team, the Director, Partner Management will drive the success of our partner relationships alongside our sales team, and ultimately support revenue growth of the Betterment B2B businesses
- You will build and maintain strong relationships with key partners, including RIAs, Benefit Brokers, Payroll Providers, and more
- You will proactively work with them to understand their needs, identify advocacy opportunities, launch new partner engagements, and define and execute go-to-market plans to accelerate partner referrals to Betterment
- You will work collaboratively with the internal teams including growth marketing, creative services, insights, analytics, revenue operations and external vendors, and agencies as needed
- You will oversee a partner marketer (with possible future growth) to help set strategy and execute breakthrough, effective campaigns
- Cultivate trusted, executive-level partner relationships to work towards mutual business objectives for both Betterment and our partners. Engage regularly with partners to evaluate the success of our relationships and make recommendations to optimize co-marketing initiatives to drive growth
- Co-create Partner Success plans that identify partnership goals, milestones, go-to-market strategies, and regular review cycles to evaluate progress and make optimizations
- Collaborate with Business Development to transition new partners to Betterment. Manage efficient partner onboarding process, ensuring partners have a deep understanding of the Betterment 401(k) and wealth management solutions, as well as access to essential resources and support
- Define and lead premium, customized go-to-market strategies for key partners, including marketing campaigns, social media, thought leadership content, webinars, events, sales collateral, and more
- Collaborate across internal Betterment teams, including marketing, sales, and revenue operations, to effectively brief and execute on go-to-market plans, including partner agreements, creative assets, promotions, and sales training
- Proactively address and resolve partner-related operational challenges
- Collaborate with revenue operations to effectively track and analyze partner performance metrics, and identify areas for improvement
- Advocate for the needs of the partners, regularly sharing feedback with internal teams such as product development, marketing, revenue operations, and sales to ensure continuous improvement of the Betterment partner ecosystem
- Deeply embed yourself with the business leadership to understand the ins and outs of the 401(k) space and the Betterment at Work solution
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!
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
- Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.
- We encourage you to take time off (seriously) and get the rest you need to do your best work.
- Employees welcoming little ones are eligible for our robust parental leave policy after six months of employment.
- We offer a 401(k) match and a match on qualified student loan payments.
- Gain a stake in Betterment’s success with company equity grants.
- Snacks, beverages, and catered lunches at our NYC HQ.
- We provide LGBTQIA+ transition and fertility support.
- Make connections through seven employee affinity groups and a social calendar of hybrid events.
Company HQ
Chelsea, New York, NY
Leadership
Sarah Kirshbaum Levy
(CEO)Prior to joining Betterment in 2020, Sarah served as the COO for Viacom Media Networks.
Salary benchmarks
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