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 Role:Betterment is seeking a resourceful B2B Sr. Marketing Associate to help execute growth strategies for our rapidly growing Betterment at Work business line.
Working closely with the broader Acquisition Marketing and Betterment at Work teams, you will own the day-to-day execution of campaigns and initiatives across email, social, and webinars that build brand awareness, generate leads, and nurture our pipeline of qualified prospects for our sales partners. This role is ideal for a B2B marketing generalist—someone comfortable building a nurture flow, coordinating a webinar, drafting email copy, and moving creative assets through approvals.
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: $89,000 - $99,500
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life:You will help run the day-to-day marketing execution engine to generate leads and pipeline for Betterment at Work, working across email, social, webinars, content, partnerships, and events.
- Build, execute, and optimize email campaigns in our marketing automation platform, including audience segmentation and list management
- Develop marketing copy across email, social, and web, spinning up initial drafts for review and ensuring a consistent brand voice
- Manage creative asset development process, coordinating timelines and feedback across creative, compliance, and external partners
- Support content marketing strategy across owned channels, distributing compelling content to grow inbound lead generation and support our enterprise sales team
- Manage webinar execution in terms of logistics, promotion, platform setup, and post-event follow-up and lead handoff
- Circulate regular updates on key reports and campaign performance
- 3+ years of experience in B2B or SaaS marketing with hands-on campaign execution across multiple channels
- Proficiency with marketing automation and CRM platforms (HubSpot and Salesforce experience is a huge plus)
- Working knowledge of B2B channel tactics—email nurture, webinars, partnerships, social, paid social, content marketing, and events
- Strong writing and editing skills; able to independently draft email and social copy for review
- Comfortable managing creative and compliance review workflows, including asset trafficking and approvals
- Strong project management skills and able to manage multiple campaigns and stakeholders, keep timelines on track, and work independently
- Collaborative team player who excels at building relationships cross-functionally
- Background in fintech, financial services, or other regulated industries is a plus
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 experience in B2B or SaaS marketing with hands-on campaign execution across multiple channels
- Proficiency with marketing automation and CRM platforms
- Working knowledge of B2B channel tactics, including email nurture, webinars, partnerships, social, paid social, content marketing, and events
- Strong writing and editing skills, with the ability to independently draft email and social copy
- Experience managing creative and compliance review workflows, including asset trafficking and approvals
- Strong project management skills, including managing multiple campaigns and stakeholders, maintaining timelines, and working independently
- Ability to collaborate effectively and build cross-functional relationships
- Background in fintech, financial services, or another regulated industry
- HubSpot and Salesforce experience
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 — Retirement benefits are presented as a strength, with a 401(k) match starting day one and student‑loan matching to boost long‑term savings. Free professional coaching and a dedicated benefits advocate further support employees’ financial wellness.
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Healthcare Strength — Health coverage is described as comprehensive medical, dental, and vision, alongside One Medical membership, fertility benefits, and LGBTQIA+ transition support.
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Equity Value & Accessibility — Equity is positioned as a core part of total compensation, with equity grants for all employees and job postings emphasizing compensation plus ownership. This approach signals accessible ownership through new‑hire, performance, and refresher grants.
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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