You are a talented and focused product leader. You have a proven track record of financial or technical product delivery, and take pride in leading the end to end product management efforts for your product lines. You will own all aspects of our Broker-Dealer product, including the consumer experience around transfers, automated cash flows, securities trading, and reconciliation. You believe in experimenting - build, fail fast, learn quickly and iterate - pushing the boundaries throughout the process.
You are a natural collaborator who enjoys building a team, along with partnering with cross functional stakeholders. You can roll up your sleeves and explain complex requirements to engineers or designers, then dive into analysis while zooming out to focus on the product strategy and roadmap.
You lead with openness, trust, and a strong focus on people development. You rapidly build rapport with new people and teams and are respected by peers as a strong and honest partner. You have extensive knowledge and experience in the Financial industry and are passionate about building a business that will change the space forever.
Betterment is the largest independent online financial advisor with more than $11 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 300,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.