Full-Time

Director – Partner Management

Confirmed live in the last 24 hours

Betterment

Betterment

501-1,000 employees

E-commerce platform for branded lifestyle products

Consumer Software
Consumer Goods

Compensation Overview

$170k - $190kAnnually

Expert

New York, NY, USA

Hybrid position requiring three days a week in-office.

Category
Business Development
Business & Strategy
Required Skills
Lead Generation
Social Media
Data Analysis
Requirements
  • 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
Responsibilities
  • 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

Betterment operates an online retail platform that specializes in selling branded apparel, accessories, and gifts. The company designs and offers a variety of products, including t-shirts, hoodies, onesies, beanies, mugs, and tote bags, all aimed at promoting a positive lifestyle and happiness. Customers can purchase these items directly from Betterment's website, where products are listed at regular and occasional sale prices, making them accessible to a wide audience. Unlike many competitors, Betterment focuses on creating a unique brand identity that resonates with individuals who appreciate lifestyle-oriented merchandise. The company's goal is to attract a diverse clientele and encourage a pursuit of happiness through its products.

Company Stage

Debt Financing

Total Funding

$325.9M

Headquarters

New York City, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

11%

1 year growth

14%

2 year growth

15%
Simplify Jobs

Simplify's Take

What believers are saying

  • Betterment's expansion into ESG portfolios taps into growing sustainable investing demand.
  • The launch of Bitcoin and Ethereum portfolios aligns with the cryptocurrency integration trend.
  • Betterment's mobile-first approach enhances user engagement and satisfaction.

What critics are saying

  • Increased competition from traditional financial institutions may saturate the robo-advisory market.
  • Higher management fees could deter cost-sensitive investors, affecting customer acquisition.
  • Recent layoffs and office closures may signal financial instability or strategic restructuring.

What makes Betterment unique

  • Betterment offers a unique combination of automated investing and personalized financial advice.
  • The company integrates cryptocurrency portfolios, aligning with modern investment trends.
  • Betterment's RetireGuide provides tailored retirement planning through AI and machine learning.

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