Customer Engagement Marketing Manager, Betterment at Work

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

Betterment’s B2B Marketing Team is seeking a driven marketing or communications professional to assist in the development and execution of engagement strategies for our rapidly growing 401(k) business line. 

Reporting to our Sr. Customer Engagement Marketing Manager and working with Betterment at Work teams, you will help engage plan sponsors (employers) and participants (their employees) via various marketing channels. 

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: $110,000 - $125,000

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

• Facilitate creative project management workflow (e.g., coordinate with Creative and Compliance teams) and ensure on-time delivery of campaigns and initiatives
• Execute recurring webinars, including content development, subject matter expert coordination, webinar promotion, follow-up emails, and reporting 
• Participate in quarterly and monthly planning sessions to develop a content and communications calendar for both plan sponsors and participants, including brief development
• Coordinate quarterly investment review content to educate our employer clients on market conditions that may affect their 401(k) plan
• Serve as connective tissue between Betterment at Work post-sale partners and assist with cross-functional project management (compliance, client experience, product and engineering)
• Grow into an internal subject matter expert on post-sale activities, providing a key point of view and customer voice in cross-functional contexts

What we’re looking for

• 3+ years experience in B2B Marketing or Corporate Communications
• Experience in the retirement or employer benefits industry a major plus
• Demonstrated self-starter with strong project management skills and ability to work independently
• Collaborative team player who excels at building relationships and has a desire to learn
• Excellent written and verbal communication skills

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 business
• Dedicated professional development opportunities
• Lunch from our in-house chef three days a week at our NYC headquarters

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 arra