Director, Partner Management - Betterment : Job Details

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 positions (three days/ week in-office). About the role As a key part of the Marketing team, the Director, Partner Management will drive the success of our partner relationships alongside our sales team, and ultimately support revenue growth of the Betterment B2B businesses. You will build and maintain strong relationships with key partners, including RIAs, Benefit Brokers, Payroll Providers, and more. You will proactively work with them to understand their needs, identify advocacy opportunities, launch new partner engagements, and define and execute go-to-market plans to accelerate partner referrals to Betterment. You will work collaboratively with the internal teams including growth marketing, creative services, insights, analytics, revenue operations and external vendors, and agencies as needed. You will oversee a partner marketer (with possible future growth) to help set strategy and execute breakthrough, effective campaigns. 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: $170,000 - $190,000

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. For this role based out of our NYC HQ, we require in office attendance Tuesday, Wednesday, and Thursday. A day in the life

• Cultivate trusted, executive-level partner relationships to work towards mutual business objectives for both Betterment and our partners. Engage regularly with partners to evaluate the success of our relationships and make recommendations to optimize co-marketing initiatives to drive growth
• Co-create Partner Success plans that identify partnership goals, milestones, go-to-market strategies, and regular review cycles to evaluate progress and make optimizations
• Collaborate with Business Development to transition new partners to Betterment. Manage efficient partner onboarding process, ensuring partners have a deep understanding of the Betterment 401(k) and wealth management solutions, as well as access to essential resources and support
• Define and lead premium, customized go-to-market strategies for key partners, including marketing campaigns, social media, thought leadership content, webinars, events, sales collateral, and more
• Collaborate across internal Betterment teams, including marketing, sales, and revenue operations, to effectively brief and execute on go-to-market plans, including partner agreements, creative assets, promotions, and sales training
• Proactively address and resolve partner-related operational challenges
• Collaborate with revenue operations to effectively track and analyze partner performance metrics, and identify areas for improvement
• Advocate for the needs of the partners, regularly sharing feedback with internal teams such as product development, marketing, revenue operations, and sales to ensure continuous improvement of the Betterment partner ecosystem
• Deeply embed yourself with the business leadership to understand the ins and outs of the 401(k) space and the Betterment at Work solution

What we're looking for

• 10 years of proven experience in partner account management, partner marketing, partner success, or a related role, preferably within financial services
• Inspiring and effective manager, someone who can both execute and delegate, provide direction and prioritize team assignments
• Solid knowledge of B2B growth strategies, including business development, content marketing, lead generation, sales development, and partner marketing
• Familiarity with B2B sales and partner relationship management tools and software
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders
• Analytical mindset with the ability to interpret data, draw insights, and make data-driven decisions
• Experience working in highly regulated industries that require adherence to complex legal and regulatory requirements
• Willingness to travel as necessary to partner meetings and events

What being at Betterment means for youWe 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 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! 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].