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).
About the RoleAs a Creative Project Manager, you’ll manage end-to-end creative production for multiple concurrent projects, ensuring work is delivered on time, meets a high bar for quality, and advances our business goals. Reporting to the Senior Manager of Creative Operations, you’re the bridge between Brand Creative and our cross-functional partners, including editorial, product marketing, CRM, and social. As AI accelerates our marketing and creative capabilities, you’ll orchestrate a growing volume of deliverables for increasingly segmented campaigns across the customer lifecycle, from onboarding through retention.
You thrive in a fast-paced environment, balancing deadlines, budgets, and shifting priorities with confidence and autonomy. Process-minded by nature, you seek out opportunities to streamline workflows, and your organizational, communication, and collaboration skills are valued by stakeholders and creative partners alike. You’re passionate about upholding brand standards and feel at home in a creative setting, even if you don’t consider yourself a “creative” person.
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: $94,500 - $110,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life:- Prioritize and resource creative projects in coordination with Brand Operations teammates
- Review incoming creative briefs and lead project kick-offs, clearly defining goals, scope, and expectations from the start
- Develop and manage production schedules in Jira, collaborating with creative, marketing, legal, and compliance to facilitate seamless and timely execution of project deliverables
- Support vendor management, including procurement, onboarding, project assignments, and scheduling
- Own quality control through delivery, ensuring all final deliverables meet the required file specifications and are properly documented and stored
- Provide project management support for the video production team
- Contribute ideas for process improvements — we value the knowledge you bring!
- 3+ years of project management experience within an in-house creative/marketing team or agency with a degree in marketing, PR, finance, or a related field
- Background in financial services or other regulated industries a plus
- Proven ability to understand and translate the needs of marketing into actionable creative project plans
- Hands-on experience across a variety of tech tools that keep creative work moving efficiently, including project management platforms (e.g. Jira), design software (e.g. Figma, Adobe Creative Suite), and AI tools (e.g. Claude, Glean)
- Familiarity with technical creative specs across media channels
- Strong organizational skills with a keen eye for detail and the ability to manage multiple projects simultaneously
We change lives
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
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 simplify financial services
We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Our Commitment to Your Total Well-being:
- We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
- Ownership: Equity for all employees, including new hire and refresher grants.
- Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
- Growth: Company-paid professional coaching for all employees.
- Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
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.
Skills Required
- 3+ years of project management experience within an in-house creative/marketing team or agency
- Degree in marketing, PR, finance, or a related field
- Proven ability to translate marketing needs into actionable creative project plans
- Hands-on experience with project management platforms (e.g., Jira)
- Experience with design software (e.g., Figma, Adobe Creative Suite)
- Experience with AI tools for creative workflows (e.g., Claude, Glean)
- Familiarity with technical creative specs across media channels
- Strong organizational skills, attention to detail, and ability to manage multiple projects
- Vendor management experience (procurement, onboarding, assignments, scheduling)
- Experience providing project management support for video production
- Background in financial services or other regulated industries
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.
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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.
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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.
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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.
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