Full-Time
VP – Operations & Customer Support
Posted on 9/5/2025
Betterment
501-1,000 employees
Online retailer of branded apparel and gifts
Compensation Overview
$230k - $250k/yr
New York, NY, USA
Hybrid
Hybrid position requiring in-office attendance Tuesday through Thursday.
 Customer Experience & Support (2) |
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- 10+ years of leadership experience in operations and customer support, ideally within an RIA, broker/dealer, or fintech environment
- Proven track record of scaling both support and operations teams from small to large team sizes
- Experience merging or reorganizing teams with differing processes and tools, and aligning them on shared KPIs
- Experience managing third-party vendors, offshoring/outsourcing partners, and service agreements
- Excellent analytical, project management, and process improvement skills
- Strong leadership and communication abilities with a customer-first mindset
- Familiarity with support and operations platforms like Zendesk
- Series 7, 24, and/or 99 licenses
- Manage and mentor a team of operational and customer service leaders, who in turn oversee day-to-day processing of all customer interactions, account openings, risk reviews and fraud prevention, transaction monitoring, transfer processing, and money movement
- Optimize workflows and systems for scale, accuracy, and efficiency, while collaborating cross-functionally with product, technology, compliance, legal, and executive leadership to drive improvements
- Enhance performance tracking metrics, SLAs, and governance frameworks across both Operations and Support teams
- Continuously improve all aspects of customer communications across phone, email, and chat to deliver a best-in-class customer experience
- Oversee ongoing management of third-party service providers and outsourcing partners, and lead selection of new partners as necessary
- Develop and manage departmental budgets, staffing plans, and key performance indicators
Betterment runs an online retail storefront that sells branded apparel, accessories, and gifts. Customers can buy items such as t-shirts, hoodies, onesies, beanies, mugs, and tote bags through the brand’s online shop. The products are designed and marketed with a focus on promoting happiness and a better lifestyle under the motto “Wear Betterment. Pursue Happiness.” Revenue comes from direct sales on the online platform, with prices set regularly and occasionally discounted, leveraging economies of scale as sales grow. Compared with other online retailers offering niche branded products, Betterment differentiates itself by a broad, lifestyle-focused lineup and a clear happiness-centric message aimed at a wide range of customers. The company’s goal is to grow a direct-to-consumer business that makes branded, feel-good merchandise accessible to many shoppers while driving profitability through high-volume sales.
Company Size
501-1,000
Company Stage
Series F
Total Funding
$435M
Headquarters
New York City, New York
Founded
2010
Simplify's Take
What believers are saying
- Solo 401(k) expansion targets underserved self-employed market with fully digital, fee-free setup.
- RIA referral program pilot at 0.25% fee attracts advisors from Schwab and Fidelity.
- Capitalize partnership consolidates 30M+ abandoned 401(k) accounts, driving customer acquisition and AUM growth.
What critics are saying
- January 2026 data breach exposed 1.4M customers' PII; ransomware group published stolen data publicly.
- Two class action lawsuits filed in New York federal court over inadequate security and PII safeguards.
- Altruist and Robinhood undercut Betterment's 0.25% RIA fees with lower-cost custody and zero-commission trading.
What makes Betterment unique
- Betterment Advisor Solutions serves 600 RIA firms with no asset minimums, unlike Schwab and Fidelity.
- AI-enabled Account Recommender addresses 73% customer demand for AI-powered financial guidance.
- Integrated tax-smart portfolio management paired with model marketplace from Goldman Sachs, Vanguard, State Street.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Unlimited Paid Time Off
Wellness Program
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Betterment Advisor Solutions has launched a Solo 401(k) offering for large wealth management partners, including HUB and Osaic, enabling them to deliver digital retirement solutions to self-employed clients. The expansion addresses advisors' challenges in managing solopreneur retirement plans at scale. The fully digital solution eliminates setup fees and paper-based processes, integrating into existing advisor workflows. Betterment manages administrative tasks including payroll integrations, compliance and daily operations, whilst advisors focus on client service. The move targets the growing self-employed market, which has historically been underserved due to complex retirement products. Betterment currently manages over $65 billion in assets under management across more than one million customers. The Solo 401(k) is now available to Betterment's national partners and advisor networks.
Betterment has launched an AI-enabled Account Recommender tool, combining advisor-built logic with AI-generated explanations to deliver personalised recommendations based on customers' financial profiles. The move follows a survey showing 73% of Betterment customers want AI-powered financial guidance. The wealth and savings platform has established a dedicated internal team and infrastructure to support responsible AI deployment across its three business lines. Planned releases will improve efficiency for plan sponsors and advisors. Betterment serves over 1 million customers managing more than $65 billion in assets across retail investing, 401(k) solutions for businesses, and a platform for independent registered investment advisers. The company will continue integrating AI throughout 2026 to enhance customer service, accelerate product delivery and boost productivity.
Betterment's next-gen challenge to 'grandparent' RIA custodians. Introduction. Though perhaps still best known as a robo-advisor, Betterment is making strides in competing against industry giants like Charles Schwab and Fidelity Investments in supporting RIAs. The firm recently announced plans to test a new advisor referral program, showcasing its commitment to the RIA market. Processing content. On Feb. 10, Betterment filed with the Securities and Exchange Commission to launch an advisor referral program. This program mirrors offerings from Schwab and Fidelity, where RIAs can pay a fee for client referrals. Betterment's fee is set at 0.25% of assets acquired through these referrals. Like Pershing and Goldman Sachs' Ayco unit, Betterment is expanding its services to support registered investment advisors, a rapidly growing segment in wealth management. Alison Considine's role. Heading Betterment's efforts is Alison Considine, the head of strategy and business development at Betterment Advisor Solutions. In addition to the referral program, Betterment assists advisors in building specialized portfolios for their clients. Advisor Solutions business. Betterment Advisor Solutions, established in 2014, provides custodial services, billing systems, and portfolio management tools for RIAs. The firm collaborates with big asset managers like Goldman Sachs and Vanguard to offer a "model marketplace" for partner advisors. Current business landscape. Betterment works with around 600 firms, primarily independent RIAs, offering a flexible platform with no asset minimums. The firm caters to both small RIA startups and large established firms seeking client segmentation solutions. Competitive edge. Betterment's lack of asset minimums sets it apart from competitors who may restrict access based on assets under management. The firm aims to be a modern, user-friendly alternative to traditional custodians like Schwab and Fidelity. Future prospects. Betterment sees its advisor solutions and 401(k) businesses as key growth pillars. With a focus on innovation and technology, the firm aims to provide a diverse product offering in a user-friendly manner, catering to the evolving needs of advisors and clients. Conclusion. Betterment's evolution from a robo-advisor to a comprehensive custodial and portfolio management platform demonstrates its commitment to supporting RIAs. With a focus on innovation, technology, and client-centric solutions, Betterment is poised to challenge established players in the RIA market. Share: John Wick. ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets. 0 Comments John Wick February 19, 2026 John Wick February 18, 2026
Nitrogen and Betterment Advisor Solutions launch new partnership. Feb 18, 2026, 09:00 ET Integration pairs Betterment's RIA platform with Nitrogen's risk analysis to power more confident client conversations AUBURN, Calif., Feb. 18, 2026 /PRNewswire/ - Nitrogen, the connected suite of advisor products designed to showcase the value of advice in every client meeting, and Betterment Advisor Solutions, an all-in-one custodial platform for modern RIAs, today announced a strategic partnership to provide financial advisors with an automated custodial data integration. This joint initiative enables advisors to sync client account data from Betterment directly into Nitrogen, powering more informed client meetings on portfolio risk, tax planning and retirement income planning. "We have entered an era where the advisors who win are those who are able to clearly demonstrate value in a meeting, whether that meeting is about table-stakes portfolio management or tax, retirement income, and legacy planning," said Craig Clark, Chief Growth Officer at Nitrogen. "With this integration, the RIA advisor can swivel their monitor around to share their advice, confident that the data is already there and accurate. This powers the analytics and visuals in Nitrogen, helping a client move from confusion to confident buy-in. We handle the heavy lifting in the background so the advisor can focus on the relationship." This partnership addresses a primary hurdle for advisors: turning fragmented client data into simplified financial advice that clients can understand. For advisors who opt in, Betterment will share custodial account and position data with Nitrogen on an ongoing basis, allowing advisors to link client accounts directly to the Nitrogen product suite, where they can apply the Risk Number(R) and guide conversations fueled by custodial updates. "Our integration with Nitrogen helps advisors lead more confident client conversations by bringing portfolio data and risk insights together in one seamless experience," said Alison Considine, Director of Strategy & Operations at Betterment Advisor Solutions. "By combining Betterment's tax-efficient tools with Nitrogen's industry-leading risk analytics, advisors can turn complex portfolio information into personalized advice,without adding friction to their workflow." The integration is available today at no incremental cost to all mutual Nitrogen and Betterment Advisor Solutions customers. Advisors can activate the feed by following the setup process within their Nitrogen dashboard. To see the integration in action, join Nitrogen and Betterment for a joint webinar on Wednesday, March 18 at 1 p.m. ET. Advisors can register for the session by clicking here. RIA advisors attending the Fearless Investing Summit from February 18-20 can also stop by Nitrogen Central or the Betterment booth for a live view of the integration. Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Investment Analytics, Income Planning, and Tax Intelligence, Nitrogen turns complex financial insights into persuasive visuals. Trusted by over 30,000 advisors with an industry-leading Net Promoter Score of 71, Nitrogen empowers advisors to deliver deeper, more personalized advice that wins prospects and strengthens long-term client relationships. Betterment Advisor Solutions Betterment Advisor Solutions is an all-in-one custodial platform for independent RIAs. We empower advisors to manage their book with flexible, robust portfolio management software, automated back office tools, and comprehensive advisor support. From model management to customizable billing and multi-channel client solutions across cash, investing, and 401(k)s, Betterment Advisor Solutions helps firms streamline operations and scale efficiently without sacrificing control. Media Contacts: Allie Zendrian 516-581-7202 [email protected] Sarah Tremallo [email protected] SOURCE Betterment
Betterment has launched a pilot of its client referral programme for registered investment advisors using its custodial platform. The Betterment Advisor Network connects select retail clients with independent RIAs on the platform for personalised advice. Participating retail clients receive contact details for one or more advisors using Betterment's custodial services, matched based on financial situation, service needs, cost considerations and location preferences. Betterment charges advisors a 0.25% annual fee on referred client assets. The programme aims to attract RIAs from custody giants Charles Schwab and Fidelity whilst competing with tech-focused rivals like Altruist and Robinhood. Betterment currently serves 600 firms on its custodial platform and one million clients across retail and advisor channels, representing over $60 billion in assets.