Senior Manager, Financial Operations & Controls at Betterment

About BettermentBetterment is a premier, tech-driven financial services firm dedicated to providing intelligent investing and retirement solutions for both retail investors and financial advisors, alongside comprehensive financial wellness offerings including a 401(k) platform for small to medium enterprises. Our team is committed to our mission, to empower individuals to build wealth with confidence and simplicity. We are based in NYC and provide hybrid work opportunities (four days in-office weekly). About the RoleThe Firm Operations Team at Betterment manages the company’s broker-dealer entity, which safeguards over $65 billion in assets for more than one million clients. This team is responsible for overseeing dividend and corporate action processing, financial reconciliations, the design and implementation of internal controls, and ensuring compliance with relevant FINRA and SEC regulations through meticulous financial reporting.Collaboration across departments is crucial as we strive to enhance and automate our processes, while also managing relationships with external partners, including auditors, clearing firms, and banking institutions.As the Senior Manager of Broker-Dealer Financial Operations and Controls, you will be instrumental in overseeing the financial and operational dimensions of our broker-dealer operations. You will work cross-functionally to ensure regulatory compliance, maintain precise financial documentation, and streamline operational workflows to facilitate our growth.This position is based in our NYC office, with a requirement for in-office attendance from Monday to Thursday each week. Below is the anticipated salary range for this role; actual compensation may vary based on factors such as location, experience, and performance. The listed range is one component of Betterment’s overall compensation package.New York City: $135,000 - $160,000We offer a comprehensive equity package, health, dental and vision insurance, life and AD&D coverage, both short-term and long-term disability insurance, EAP services, commuter and parking benefits, FSA/HSA options, and a 401(k) with employer matching, along with a flexible paid time off policy. This position may also qualify for additional variable compensation in the form of a company incentive bonus.

About BettermentBetterment is a pioneering technology-driven financial services firm dedicated to providing innovative investing and retirement solutions tailored for individual investors and financial advisors. Our mission is clear: to empower individuals to build wealth confidently and effortlessly. With our headquarters located in the vibrant heart of New York City, we offer hybrid work arrangements (four days a week in-office).About the RoleBetterment aims to guide individuals in making the best financial decisions, enhancing their quality of life. We are seeking a Senior Product Designer for our expanding Betterment at Work platform, which delivers modern financial benefits to a diverse workforce, enabling small to medium-sized businesses to attract and retain satisfied employees. In this role, you will spearhead projects focusing on the user experiences of retirement advisors and employees engaged in saving for retirement through our award-winning web and mobile applications.At Betterment, we welcome designers who are enthusiastic about personal finance and committed to creating intuitive, delightful user experiences for our clients managing their finances. You will approach challenges with a holistic mindset, demonstrating self-motivation and a rapid ability to acquire new skills, with a keen sense of future developments. We are looking for talented individuals who are eager to learn from their peers and contribute to their growth. Our design team is focused, dedicated, and strives for excellence.This position is based in our NYC office. Below is the base salary range we offer for this role. Actual salaries may differ based on various factors, including location, experience, and performance. The listed range is just one element of Betterment’s comprehensive compensation package for employees.New York City: $135,000-$160,000We provide a competitive equity package, health, dental and vision plans, life and AD&D insurance, short-term and long-term disability coverage, EAP services, commuter and parking benefits, FSA/HSA options, and a 401(k) plan with employer matching, along with a flexible PTO policy. For positions based at our NYC headquarters, in-office attendance is required from Monday to Thursday each week.

About BettermentBetterment is a premier, tech-focused financial services firm dedicated to providing innovative investing and retirement solutions for individual investors and financial advisors. Our mission is clear: to empower individuals to build wealth with confidence and ease. Based in NYC, we embrace a hybrid work model, requiring four days per week in-office attendance.About the RoleAt Betterment, our software is designed to help clients navigate key financial milestones, from purchasing their first home to retirement planning. As an Engineering Manager, you'll be instrumental in shaping these vital experiences, leading a team committed to simplifying and enhancing the process of saving and investing.We pride ourselves on delivering exceptional, user-friendly experiences and are in search of a technical leader who can motivate, guide, and develop our engineering team. In this capacity, you will harmonize strategic vision with hands-on leadership, ensuring excellence in quality and execution to support our customers on their path to financial wellness.As an Engineering Manager, you will guide our team through a phase of growth and evolution. Collaborating closely with product, engineering, and cross-functional leaders, you'll work to realize a mission-aligned roadmap with your team. You'll also have the chance to lead and engage in projects, driving operational excellence throughout our endeavors. Additionally, you'll navigate the complexities of our changing domain and work alongside diverse engineering leaders. Importantly, you will mentor and empower a team of skilled engineers, encouraging them to excel in their work.This position is based in our NYC office, where in-office attendance is required Monday through Thursday. The base salary range for this role is detailed below; actual salaries may vary based on factors such as experience, performance, and location. The range provided is just one aspect of Betterment's comprehensive compensation package.

About BettermentBetterment is a premier, technology-focused financial services firm dedicated to providing innovative investing and retirement solutions for individual investors and financial advisors. Our mission is to empower individuals to grow their wealth with confidence and simplicity. Based in New York City, we offer hybrid working arrangements, allowing employees to work in-office four days a week. About the RoleAs a Senior Engineering Manager for the Broker Dealer division, you will play a pivotal role in ensuring timely delivery of new features while maintaining system stability and scalability. You will lead a talented team of engineers, mentoring them as you navigate the complexities of our core platform that processes millions of dollars securely on a daily basis. This role involves overseeing backend operations, addressing challenging questions related to backend scaling, software design, and optimization. Although we don’t require you to code daily, it is essential that you become familiar with our technology stack and codebase to effectively support your team in achieving meaningful business outcomes.This position is based in our New York City headquarters, and we offer a competitive salary range, with the actual salary depending on various factors, including experience and interview performance. Below is the salary range for this role:New York City: $210,000 - $245,000We provide a robust equity package, comprehensive health, dental, and vision benefits, a 401(k) plan with employer matching, and a flexible paid time off policy. Additionally, this position is eligible for a discretionary company incentive bonus.A Day in the LifeLead and manage a team of 6-8 backend engineers developing cutting-edge trading technology that enhances our investing products.

About BettermentBetterment is a pioneering financial services firm that leverages technology to provide top-notch investing and retirement solutions for individual investors and financial advisors. We are committed to enhancing financial wellness by offering services like 401(k) plans tailored for small and medium-sized enterprises. Our dedicated team is driven by our mission to empower individuals to confidently build their wealth. Our headquarters is located in the vibrant heart of NYC, and we offer hybrid positions requiring four days a week in-office attendance.About the RoleAs part of Betterment at Work, our award-winning 401(k) service, we are looking for driven and enthusiastic individuals to join our Business Development Representative (BDR) team focused on either our 401(k) or Custody sectors. In this vital role, you will spearhead top-of-funnel growth through proactive outbound prospecting in a dynamic and energetic environment. If you are a tech-savvy salesperson who thrives on making connections—whether it’s aiding businesses in enhancing their 401(k) offerings or introducing financial advisors to innovative asset management tools—this position is for you.This role is based in our NYC office. Salary offers may vary based on factors including location, experience, and performance. The mentioned range is just one aspect of Betterment's comprehensive compensation package for employees.

About BettermentBetterment is a pioneering, technology-driven financial services organization dedicated to providing investment and retirement solutions for retail investors and investment advisors. We also offer financial wellness services, such as a 401(k) for small and medium-sized enterprises. Our team is committed to our mission: empowering individuals to build wealth with confidence and ease. Based in New York City, we offer a hybrid work model requiring in-office attendance four days a week.About the RoleThe Broker-Dealer Operations Team at Betterment manages and operates our broker-dealer entity, which safeguards over $65 billion in assets for more than one million customers. Responsibilities include firm-level dividend and corporate action processing, reconciliations, designing and implementing internal controls, and regulatory and financial reporting to ensure compliance with pertinent FINRA and SEC rules.This team collaborates across departments to enhance and automate processes, maintaining relationships with various third parties such as auditors, clearing firms, and banking institutions. Additionally, we partner with Product and Engineering teams to design and operate innovative products like Self-Directed Investing and Securities Lending.As the Director of Broker-Dealer Operations, you will lead the team, overseeing all financial and operational aspects of our broker-dealer business. You will work cross-functionally to ensure compliance with industry regulations, maintain accurate financial records, develop new products, and optimize operational processes to support our growth.This position is based in our NYC office, requiring in-office attendance from Monday to Thursday each week. Below is the base salary range we offer for this position, which may vary based on location, experience, and performance. The listed range is one component of Betterment’s total compensation package.New York City: $173,000 - $189,000We provide a competitive equity package, health, dental, and vision insurance, life and AD&D insurance, short-term and long-term disability coverage, EAP services, commuter and parking benefits, FSA/HSA options, and a 401(k) with employer matching, along with a flexible PTO policy. This position may also qualify for variable compensation through a company incentive bonus.

Join Betterment as an IT Support Technician, where you will play a crucial role in maintaining our technology infrastructure and ensuring a seamless experience for our team. As a vital part of our IT department, you'll provide support to employees by troubleshooting hardware and software issues, managing IT resources, and assisting in implementing new technologies.

Betterment seeks a Senior Engineering Manager to lead a group of engineers at the company’s New York City headquarters. This role focuses on building tools and systems that help clients achieve their financial objectives. Responsibilities Guide and mentor engineers, supporting professional growth and skill development Oversee project schedules and coordinate team activities Champion strong engineering practices and maintain high standards for software quality Foster open collaboration within the team Shape engineering direction and contribute to the success of Betterment’s products Location This position is based onsite at Betterment HQ in New York City.

Join Betterment as a Senior Manager of Workplace Experience, where you will play a pivotal role in shaping our workplace culture and enhancing employee engagement. Your mission will be to create a dynamic and inclusive environment that fosters productivity, collaboration, and well-being. You will lead initiatives that improve our workplace experience, ensuring that our employees feel valued and supported.

Join Betterment as a Senior Accounting Manager and play a pivotal role in our finance team. You will oversee all accounting operations, ensuring timely and accurate financial reporting while leading a dedicated team. Your expertise will help us maintain our commitment to transparency and integrity in all financial matters. This position requires strong analytical skills and a collaborative mindset to drive efficiencies and improvements across our accounting processes.

Betterment is looking for a Senior Manager, Customer Experience Programs & Automation to help shape how customers engage with the company. This position is based at Betterment HQ in New York City and centers on leading projects that enhance both the customer journey and automation efforts. Key Responsibilities Direct programs aimed at improving customer interactions and making processes more efficient through automation. Collaborate with teams across Betterment to implement strategies that keep the customer at the center of decision-making. Identify opportunities to raise customer satisfaction and retention by driving meaningful improvements. Role Focus This role focuses on building and executing initiatives that make customer experiences smoother and more effective. Success in this position means finding ways to streamline operations while keeping customer needs in sharp focus.

About BettermentBetterment is a premier, technology-driven financial services provider, specializing in innovative investing and retirement solutions tailored for retail investors and investment advisors. Additionally, we offer comprehensive financial wellness programs, such as a 401(k) service for small and medium-sized enterprises. Our team is dedicated to our mission: empowering individuals to build wealth confidently and effortlessly. We are based in NYC and provide hybrid working options (four days a week in the office). About the RoleWe are looking for an enthusiastic individual to join our dynamic team and oversee the compliance function at one of the most innovative registered investment advisors and broker-dealers in the industry. You should possess a meticulous attention to detail, a passion for inquiry, and an ability to thrive in a fast-paced environment. With substantial expertise in SEC and FINRA marketing regulations, particularly in marketing reviews, you will have strong leadership skills and be prepared to manage a team of two. You enjoy problem-solving collaboratively across various departments and are excited to engage in a vibrant work atmosphere.This position is located in our NYC office. The salary range provided below reflects the base salary for this role; actual salaries may vary based on location, experience, and performance. This range is just one aspect of Betterment’s overall compensation package for employees.

About the Role Betterment is looking for a Senior Engineering Manager to guide the Site Reliability Engineering (SRE) team at our New York City headquarters. This leader will oversee a skilled group focused on keeping services reliable, high-performing, and able to scale as we grow. What You'll Do Lead and support engineers dedicated to service reliability and performance. Collaborate with teams across the company to improve infrastructure and operations. Promote a culture that values technical excellence and continuous improvement. Location This position is based at Betterment HQ in New York City.

Join Betterment as a Group Product Manager for our Broker Dealer division, where you'll lead a dynamic team focused on delivering innovative financial solutions. In this pivotal role, you will oversee the product lifecycle, from ideation to execution, ensuring alignment with our strategic objectives and customer needs. You will collaborate across various departments, including engineering, marketing, and compliance, to enhance our service offerings and drive growth.

About BettermentBetterment is a pioneering, technology-driven financial services firm dedicated to providing innovative investing and retirement solutions for individual investors and financial advisors. We also offer comprehensive financial wellness services, such as 401(k) plans tailored for small and medium-sized enterprises. Our mission is clear: to empower individuals to build wealth with confidence and ease. Located in the heart of NYC, we embrace a hybrid working model (four days a week in the office).About the RoleAs a Senior Payroll Services Associate, your primary responsibility will be to ensure our clients enjoy a seamless and timely experience when managing data transfers between their payroll providers and Betterment. You will act as a trusted advisor and resource for clients integrating their payroll systems with Betterment’s employer benefits platform.This role requires close collaboration with various internal teams, including Client Experience, Product, Engineering, Compliance, and Onboarding. The ideal candidate will possess strong client-facing skills, a solid understanding of payroll practices, excellent problem-solving abilities, and proficiency in Excel.This position is based in our NYC headquarters, where we require in-office attendance from Monday to Thursday each week. Below is the base salary range for this role. Actual salaries may vary based on factors such as location, experience, and performance. The listed range is one component of Betterment’s comprehensive total compensation package.New York City: $90,000 - $100,000We provide a competitive equity package, comprehensive health, dental, and vision benefits, life insurance, short-term and long-term disability coverage, an Employee Assistance Program (EAP), commuter and parking benefits, FSA/HSA options, and a 401(k) with employer matching, alongside a flexible Paid Time Off (PTO) policy. This position may also qualify for additional variable compensation through a company incentive bonus.A Day in the LifeEngage directly with clients to set up their payroll integration and manage their payroll data files within the Betterment platform.Develop a thorough understanding of payroll provider integrations and audit incoming payroll data for accuracy and completeness.Utilize effective problem-solving and decision-making skills to address and resolve issues.Carefully assess data discrepancies and independently make necessary adjustments, understanding their impact on client payroll and employee paychecks.

Join Betterment, a leading digital investment platform, as our Senior Director of Talent Acquisition. In this pivotal role, you will spearhead our recruitment strategy, ensuring we attract and retain top-tier talent to drive our mission forward. You'll collaborate closely with executive leadership to align talent acquisition with our business goals, develop innovative sourcing strategies, and enhance our employer brand.Your success will hinge on your ability to foster relationships, mentor your team, and leverage data-driven insights to optimize our hiring processes.

About BettermentBetterment is a pioneering financial services organization driven by technology, providing innovative investing and retirement solutions for individual investors, investment advisors, and financial wellness services, including tailored 401(k) plans for small to medium enterprises. Our mission is to empower individuals to build wealth with confidence and ease. We are based in New York City and offer hybrid work arrangements, requiring four days a week in the office. About the RoleThe Security Engineering team acts as a vital partner across the organization, striving to ensure that Betterment is the most secure platform for our customers’ assets. We achieve this by developing tools for our engineering teams, enhancing the security and integrity of our systems, and implementing monitoring solutions for our services. This allows us to operate efficiently and effectively within a highly regulated and secure environment.Our programming activities encompass languages such as Ruby, JavaScript, Java, and Python. We utilize a diverse array of technologies to support our tools and platform, including AWS, Kubernetes (EKS), Helm, Terraform, Datadog, CircleCI, and Splunk. As a Senior Product Security Engineer, you will play a critical role in delivering new products, tools, and systems securely, enhancing the impact of our engineering efforts while ensuring the safety and satisfaction of our customers!This position is eligible for remote work. Below is the salary range we would offer for this position based on city or state requirements. For candidates located elsewhere, the offered compensation will be based on experience and geographic location. Actual salaries may vary depending on factors such as location, experience, and performance. The range listed is a part of Betterment’s overall compensation package.New York City: $205,000 - $215,000We provide a competitive equity package along with comprehensive health, dental, and vision benefits, life and AD&D insurance, short-term and long-term disability coverage, an Employee Assistance Program, commuter and parking benefits, FSA/HSA options, and a 401(k) plan with employer matching, in addition to a flexible PTO policy. This role may also qualify for variable compensation through a company incentive bonus.A Day in the LifeLead and collaborate on product security initiatives to strengthen our engineering practices.Write and review customer-facing code to address security issues alongside product development teams.

Join Betterment as a Senior IT Systems Engineer, where your expertise in managing and optimizing IT systems will drive our mission forward. In this role, you will be responsible for designing, implementing, and maintaining robust IT infrastructure while ensuring seamless operations across our organization. Collaborate with cross-functional teams to enhance system performance, troubleshoot issues, and implement innovative solutions that align with our strategic objectives.

About BettermentBetterment is a premier technology-oriented financial services firm dedicated to enabling individuals and investment advisors to realize their investment and retirement goals. Our commitment is to empower people to build wealth confidently and effortlessly. Based in New York City, we embrace a hybrid work model, requiring in-office attendance four days a week. About the RoleThe Broker Dealer serves as the foundational backbone of the Betterment platform. On any given day, we reliably transfer millions of dollars, ensuring that every transaction is meticulously vetted through a comprehensive series of risk assessments to maintain strict regulatory compliance. The efficiency and intelligence invested in this system directly enhance the value we provide to our customers. We are seeking talented engineers who can tackle complex backend scaling, software design, and optimization challenges. In the capacity of Staff Engineer within our Broker Dealer team, you will play a pivotal role in shaping our technical strategy, enhancing system reliability, ensuring timely project delivery, mentoring a team of exceptional engineers, and facilitating the scaling of our systems as we embark on our next growth phase.This position is based out of our NYC office, with a mandate of in-office attendance from Monday to Thursday. Below, we have outlined the base salary range for this role. Actual salaries may vary based on various factors including but not limited to location, experience, and performance. The listed range is just one aspect of Betterment's comprehensive compensation package for employees.New York City: $210,000 - $245,000We offer a competitive equity package, health, dental, and vision insurance, life and AD&D insurance, short-term and long-term disability coverage, employee assistance programs, commuter and parking benefits, flexible spending accounts, health savings accounts, and a 401(k) plan with employer matching, alongside a flexible paid time off policy. This position may also qualify for variable compensation in the form of a company incentive bonus.A Day in the LifeDrive the technical vision and long-term strategy of the team.Develop cutting-edge trading and money-movement technologies that empower clients to maximize their financial resources, enhancing their quality of life.Tackle challenging problems head-on. Your innovative ideas will be immediately put into action, as we believe in experimentation and iterative improvement.

Role overview Betterment seeks a Senior Software Engineer to join the team at its New York City headquarters. Senior engineers at Betterment play a key role in building software that helps people manage their finances more effectively. This position involves close collaboration with peers to shape the future of personal finance technology. What you will do Work with fellow engineers to design and launch new features for the Betterment platform Create solutions that enhance the user experience Help build scalable systems to support the company’s growth Write code that is both high-quality and maintainable Requirements Background in building software products, preferably within finance or technology sectors Ability to work well in a collaborative environment, including periods of rapid development Interest in technology and financial services