Sr. Manager, Licensed Concierge

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 positions (three days/ week in-office).

 

About the role

Betterment is seeking a highly motivated and strategic leader to manage and develop our team of Investment Advisor Representatives (IARs) within our Licensed Concierge team. As the Senior Manager, Licensed Concierge, you will be responsible for overseeing daily operations, coaching team members to deliver exceptional customer experiences, and driving the team to consistently meet or exceed monthly performance targets.

You will play a critical role in scaling and optimizing the way we support and convert our highest-value prospects. This is a player-coach role: you will be expected to lead by example, contribute to strategic planning, and roll up your sleeves when needed to support key client engagements or high-impact initiatives.

This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly. 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 - $165,000

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.

 

A day in the life

• Lead, coach, and develop a team of licensed Investment Advisor Representatives responsible for guiding high-value prospects through the Betterment onboarding journey
• Own team performance metrics—including quota targets, conversion rates, call quality, and customer satisfaction—and implement strategies to consistently meet or exceed monthly goals
• Monitor call quality and client interactions, providing feedback and development plans to continuously raise the bar on client engagement
• Establish and evolve playbooks, talk tracks, and operational workflows to drive efficiency and effectiveness at scale
• Use data to identify trends, risks, and opportunities, and present regular updates and recommendations to senior leadership
• Serve as a key voice in defining the future of the Licensed Concierge experience, offering insights from the front lines to influence product development and strategic direction

 

What we’re looking for

• FINRA Series 65 (or equivalent: Series 66 + Series 7)
• 5+ years of experience in investment advisory, client-facing financial services, or sales
• 2+ years of experience leading or managing high-performing advisory or sales teams
• Deep understanding of investment products, advisory services, and regulatory requirements
• Proven ability to hit performance targets, build scalable processes, and deliver excellent customer experiences
• Comfortable navigating and interpreting financial documents and statements
• Operationally minded with strong time management and prioritization skills
  Excellent communicator with the ability to coach others on how to deliver complex ideas simply and clearly
• Proficient with CRM and client engagement tools (e.g., Hubspot, Salesforce, Zendesk, internal support systems)

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, denta