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    Sr. Manager, Strategic Partner Initiatives - New York, United States - Betterment

    Betterment
    Betterment New York, United States

    3 weeks ago

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    Description
    About Betterment

    Betterment is a leading, technology-driven financial services company that offers investing 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: making people's lives better. We're headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.

    About the role

    We are seeking a talented and driven individual to join our Partnerships and Strategic Initiatives team. The ideal candidate will be an excellent communicator, possess strong business development skills, and think strategically about partnerships and business strategy. An understanding of the institutional retirement industry, particularly the 401(k) space is a plus. This role presents an exciting opportunity to contribute to the strategic growth of the firm through the identification, evaluation, and execution of partnership opportunities.

    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: $145,000 - $160,000
    We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.
    A day in the life
    • Partnership Identification and Outreach: Conduct research and identify potential partnership opportunities aligned with the firm's strategic objectives
    • Relationship Building: Cultivate and maintain relationships with external partners, including financial institutions, asset managers, and technology providers, to explore collaboration opportunities
    • Deal Execution: Support the end-to-end deal process, including structuring, negotiation, and documentation of partnership agreements
    • Presentation Preparation and Deliver: Prepare compelling presentations and messaging to communicate internally and externally. Note: minimal travel may be required for select partnership opportunities
    • Performance Monitoring and Ongoing Management: Monitor and evaluate the performance of existing partnerships, identifying areas for optimization and growth
    What we're looking for
    • 5+ years of experience in sales, business development, consulting, or a related field
    • Excellent interpersonal and relationship-building skills, with the ability to establish rapport and credibility with external partners and stakeholders
    • Exceptional written and verbal communication skills, with the ability to convey complex information in a clear and concise manner
    • Detail-oriented mindset with a commitment to accuracy and thoroughness in all work activities
    • Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and meeting tight deadlines
    • Proficiency in G-suite, especially sheets/Excel, slides/PowerPoint
    • Passion for driving growth
    What being at Betterment means for you

    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
    • Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERSTM
    • Lunch from our in-house chef three days a week at our NYC headquarters
    What happens next

    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

    Please note that 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.

    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
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