What are the responsibilities and job description for the Sr. Product Manager, Advisor Portfolio Controls position at Betterment?
About the role
Betterment’s mission is to empower people to do what’s best for their money so that they can live better. As a Product Manager on our Betterment Advisor Solutions team, you’ll be responsible for executing against and helping to shape the product roadmap for a platform that allows registered investment advisors to efficiently manage their clients’ assets. You will be accountable for driving the next chapter of incredible growth in Betterment’s advisor business with expanded & improved portfolio management capabilities.
You will be expected to navigate multiple concurrent projects from a high level and be able to also quickly dive into the weeds with engineers as needed to address technical, project-specific roadblocks. You’ll need to roll up your sleeves and work shoulder-to-shoulder with both highly technical and non-technical teams across the organization throughout the entire product development lifecycle. You’ll need to prioritize effectively in order to ensure that our Betterment Advisor Solutions team is building best-in-class trading & portfolio management solutions for our advisor clients.
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 : $140,000 - $165,000
We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.
A day in the life
- Understand the workflows and business practices of investment advisors in our target market and serve as their advocate within the organization
- Speak directly with advisor clients to explore ways that Betterment Advisor Solutions can continue to improve their practices and client relationships
- Work collaboratively with multiple squads to create new capabilities to support (and delight!) our advisor clients
- Ensure that the needs of our advisors are taken into consideration in the roadmaps of the platform teams who support our custody & trading capabilities
- Partner with design and engineering leads to help shape the product requirements for new releases into our advisor toolset
- Attend standups, planning meetings, and retros to support the Advisor Portfolio Controls engineering team
- Coordinate with advisor-facing teams to navigate complex client situations and oversee successful rollouts
- Work closely with Technical Program Managers to unblock or drive all phases of the software development cycle
- Regularly communicate project goals, milestones, and progress to business stakeholders and executive leadership
What we’re looking for
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 :
Salary : $140,000 - $165,000
