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Own acquisition, contracting, onboarding, enablement, and growth of co-selling and referral channel partners for Betterment at Work. Source and sign partners, build joint go-to-market plans, drive partner activation and co-selling to generate pipeline and closed revenue, manage partner pipeline and forecasts in Salesforce, coordinate cross-functional execution, and bring partner feedback into product and channel strategy.

Manage the compliance function including marketing review, team management, and program enhancements while ensuring adherence to SEC and FINRA rules.

The Salesforce & Business Systems Engineer will partner with B2B stakeholders to translate business challenges into scalable solutions, oversee system integrations, manage Salesforce administration, and support the onboarding process for internal tools.

Create and edit lifecycle marketing content across email, in-app, push, social, and owned channels using customer insights and AI tools. Build scalable copy systems, optimize for AEO/GEO discoverability, collaborate cross-functionally with product, CRM, design, and compliance, and help evolve AI workflows to drive engagement and performance.

Provide transactional corporate and commercial legal support: draft, negotiate, and interpret vendor, technology, and commercial agreements; support M&A, securities, governance, and equity plan administration; partner with product, engineering, and business teams to manage risk, build standard agreements and processes, and collaborate with outside counsel as needed.

Lead managers and specialists across retail CX, advisor support, and support operations; own BPO partnerships, SLA and quality programs; manage forecasting, capacity planning, and a multimillion-dollar budget; serve as senior escalation for complex cases and partner cross-functionally to prepare for launches, regulatory changes, and operational shifts.

Serve as a strategic HR partner to business leaders, advising on org design, compensation, talent management, employee relations, and career development. Collaborate with Recruiting and People teams to execute people programs, drive hiring, and deliver high-quality HR initiatives that align with business priorities.

Owner of customer risk rating, KYC, and fraud monitoring models. Design and monitor fraud rules, analyze model performance, and partner with Data, Engineering, Compliance, and Product to reduce fraud while minimizing customer friction. Build dashboards, reporting, and lead cross-functional projects and vendor assessments.

The Director of Communications at Betterment will lead external communications strategy, manage PR agencies, and serve as a senior counselor, ensuring cohesive brand messaging and supporting growth across multiple business lines.

Manage end-to-end creative production for multiple projects, coordinating cross-functional partners, prioritizing and resourcing work, running brief-to-delivery workflows in Jira, supporting vendor and video production efforts, enforcing quality control and specs, and driving process improvements to meet deadlines and business goals.