Sr. Manager, Strategic Partner Initiatives

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.

About the role

We are seeking a talented and driven individual to join our Partnerships and Strategic Initiatives team. The ideal candidate will be an excellent communicator, possess strong business development skills, and think strategically about partnerships and business strategy. An understanding of the institutional retirement industry, particularly the 401(k) space is a plus. This role presents an exciting opportunity to contribute to the strategic growth of the firm through the identification, evaluation, and execution of partnership opportunities.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• New York City: $145,000 - $160,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus.  For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.

A day in the life

• Partnership Identification and Outreach: Conduct research and identify potential partnership opportunities aligned with the firm's strategic objectives 
• Relationship Building: Cultivate and maintain relationships with external partners, including financial institutions, asset managers, and technology providers, to explore collaboration opportunities
• Deal Execution: Support the end-to-end deal process, including structuring, negotiation, and documentation of partnership agreements
• Presentation Preparation and Deliver: Prepare compelling presentations and messaging to communicate internally and externally. Note: minimal travel may be required for select partnership opportunities
• Performance Monitoring and Ongoing Management: Monitor and evaluate the performance of existing partnerships, identifying areas for optimization and growth

What we’re looking for

• 5+ years of experience in sales, business development, consulting, or a related field
• Excellent interpersonal and relationship-building skills, with the ability to establish rapport and credibility with external partners and stakeholders
• Exceptional written and verbal communication skills, with the ability to convey complex information in a clear and concise manner
• Detail-oriented mindset with a commitment to accuracy and thoroughness in all work activities
• Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and meeting tight deadlines
• Proficiency in G-suite, especially sheets/Excel, slides/PowerPoint
• Passion for driving growth

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

 We invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the bu