Betterment is a leading, technology-driven financial services company that offers investing, savings 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, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
Betterment at Work is an award-winning 401(k) solution that works as hard for your money as you do to earn it. Betterment for Advisors provides a cutting-edge custody platform that empowers financial advisors to enhance their wealth management services. We’re seeking ambitious, enthusiastic individuals to join our BDR team, supporting either our 401(k) or Custody businesses. In this role, you’ll drive top-of-funnel growth through outbound prospecting in a fast-paced, activity-heavy environment. You’re a tech-savvy seller who loves building connections - whether you’re helping a business upgrade its 401(k) experience or introducing financial advisors to tools that make managing client assets easier. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
This role is based out of our NYC office. Below we've reflected the base salary range 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: $60,000-65,000 + Commission
- Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)
- Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
- Understanding the need of prospects and communicating them clearly to Account Executives
- Clearly articulating Betterment’s value proposition and products to prospects in specific verticals
- Meet and exceed meeting set and meetings held goals
- Ensure effective and consistent use of Salesforce
- Provide “voice of the client and industry” to marketing and product management to drive roadmaps
- We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!
- No experience required but if you’ve worked in any role that involves outreach and relationship building, you’ll be set up for success here.
- B2B tech/SaaS sales experience as an SDR/BDR is a plus
- Curiosity and interest for financial products and retirement planning
- Demonstrated track record of high performance
- High energy and willingness to learn
- Strong oral and written communication skills with even stronger listening skills
- Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals
- Experience with sales technology stack- Outreach, Salesforce - is a plus
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 at our NYC headquarters
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.
In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. 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. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status 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 characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify Notice
E-Verify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email [email protected].
Skills Required
- No experience necessary
- Recent sales experience is a plus
- B2B tech/SaaS sales experience as an SDR/BDR is a plus
- Curiosity for financial products and retirement planning
- Strong oral and written communication skills
- Experience with sales & marketing technology stack
Betterment Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Betterment and has not been reviewed or approved by Betterment.
-
Retirement Support — Day-one 401(k) matching and student-loan matching are highlighted, with employees paying zero management fees on company accounts. Feedback suggests these financial-wellness features are unusually robust for a mid-size fintech.
-
Leave & Time Off Breadth — Flexible PTO and a four-week sabbatical at year six are positioned as meaningful time-away benefits. Feedback suggests these provisions contribute to positive work-life balance perceptions.
-
Equity Value & Accessibility — Equity grants for all employees (new-hire, performance, and refreshers) are emphasized as part of total compensation. Feedback suggests ownership opportunities add meaningful value alongside salary.
Betterment Insights
What We Do
Betterment is the largest independent digital investment advisor in the U.S., offering investing and retirement solutions alongside their everyday services for spending and saving. Using cutting-edge technology, expert advice, automated money management tools, and tax-smart strategies, they empower hundreds of thousands of customers to manage their money—for today, tomorrow, and someday.
Why Work With Us
At Betterment, we revolutionize the way people manage their money through innovative technology and personalized guidance. With a culture of empowerment, endless growth opportunities, and focus on a well-balanced life, working at Betterment means being part of our mission of making people’s lives better.
Gallery
