Full-Time

Strategic Sales Manager

Advisor Custody

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

$112kAnnually

+ Commission

Senior

New York, NY, USA + 1 more

More locations: Remote in Canada

Hybrid position requiring three days a week in-office at Betterment HQ in New York City.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Salesforce

You match the following Betterment's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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)
  • Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
  • Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
  • Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
  • Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
  • Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
  • Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process
Responsibilities
  • Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West region
  • 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
  • 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
  • Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West territory, while managing time effectively across a wide geographic region
  • Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
  • 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
  • Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership
Desired Qualifications
  • Experience working with RIAs or wealth management firms in the West region
  • Familiarity with the Betterment Advisor Solutions platform and/or digital advisory solutions
  • Bachelor’s degree in Business, Finance, or a related field

Betterment operates an online retail platform that specializes in selling branded apparel, accessories, and gifts. The company designs 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 sale prices, making them accessible to a wide audience. Unlike many competitors, Betterment focuses on creating a unique brand identity that encourages customers to 'Wear Betterment. Pursue Happiness.' The company's goal is to attract a diverse clientele by offering appealing merchandise that aligns with their mission of promoting well-being.

Company Stage

Debt Financing

Total Funding

$325.9M

Headquarters

New York City, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Betterment's new Bitcoin and Ethereum portfolio taps into the growing crypto market.
  • The launch of Betterment at Work's 401(k) match boosts appeal to small businesses.
  • Increased demand for ESG portfolios presents growth opportunities for Betterment.

What critics are saying

  • Higher fees in the new Premium plan may deter cost-sensitive customers.
  • Closure of the Philadelphia office may signal financial or strategic challenges.
  • Exposure to volatile cryptocurrency markets could lead to potential investor losses.

What makes Betterment unique

  • Betterment offers a unique Tax Loss Harvesting program to offset taxes on gains.
  • RetireGuide provides personalized financial goal assessments through online surveys.
  • Betterment's 0.25% management fee is competitive in the robo-advisor market.

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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