Betterment

Sr. Manager, Advised 401k Sales

Betterment HQ - New York City · Senior

No sponsorship$240k-$280kDetected 11 hours ago

SalesBusiness DevelopmentM&ALeadershipCommunicationMentoring

About the role

This role is based out of our NYC office.
Actual salaries may vary depending on factors including but not limited to location, experience, and performance.
Run pipeline reviews with AEs, holding deals to qualification standards

Build feedback loops between your team and Business Development so learnings from the field (what's working with advisors, where deals stall, what firms are asking for) shape how BD sources and prioritizes future partnerships
Partner with the Head of Sales on channel strategy, comp structure, and product gaps that affect the Advised business
You'll manage a team of Account Executives and work closely with a Team Lead already in place, taking on quota accountability, coaching, and channel strategy for a business going through real growth and structural change.
You'll partner with Business Development to build out playbooks, processes, and feedback loops for how large advisor partnerships get established, activated, and grown, shaping how the two teams work together as that motion scales.
Coach reps on how to work through financial advisors and RIAs, including how to build advisor trust and navigate multi-stakeholder sales cycles
Own forecast accuracy for the channel, rolling up individual rep calls into a number leadership can rely on
Manage rep development day to day, from ramping new hires to addressing underperformance directly and early
Our team is passionate about our mission, to empower people to build wealth with confidence and ease.
Experience building or running sales playbooks, QBR structures, or account planning frameworks
Experience building or refining cross-functional processes from scratch, not just operating inside an existing one

A track record of improving win rates or pipeline quality through coaching and process, not just growing headcount

Day-one 401(k) match plus matching on qualified student loan payments.
What happens next
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.
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.

The range listed below is just one component of Betterment's total compensation package for employees.

Background in retirement, 401(k), fintech, or financial services preferred
Equity for all employees, including new hire and refresher grants.
Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
Manage target account list (TAL) coverage across the team, prioritizing high-value advisors and firms and holding reps accountable to activity standards

us as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic ch

This listing is sourced directly from Betterment's careers page and normalized into a canonical job model.