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As a Sr. Investment Associate at Betterment, you will be responsible for prospect and client-facing activities, contributing to written content for external audiences, and running team processes related to portfolio management. You will report to the Director of Investing and work closely with various teams to deliver financial advice to clients.
Seeking an ambitious Partner Account Executive in the Texas region to lead the Partner sales process, close deals, and focus on generating new business for Betterment at Work 401(k) solutions. This role involves managing sales goals, conducting demonstrations, and maximizing sales opportunities through strategic partnerships.
Seeking an ambitious Partner Account Executive to lead the Partner sales process, generate new business, and represent Betterment's 401(k) solutions. Responsible for contacting leads, closing deals, and meeting sales goals. Requires 5+ years of B2B tech/SaaS sales experience and familiarity with financial products and retirement planning.