Relationship Manager

The Betterment for Advisors (B4A) team works with Registered Investment Advisors across the country to implement Betterment's best-in-class technology and change the way that Financial Advisors serve their clients. As a Relationship Manager, you like working with people, solving problems, and are a master in the art of persuasion. You understand what it means to be a champion of a brand. You are the voice for customers, and relish providing them with that "wow" moment. You understand what it is like to be a customer, and appreciate going above and beyond to delight people and solve their problems. In this role, you will be joining a tight-knit team that is an integral part of the organization.

This role is based out of our NYC office. 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: $95,000 - $110,000 + Commission

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and a 401(k) offering with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus.  For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.

• Act as the primary point of contact to B4A clients in the SMB RIA segment
• Work with the B4A sales team to identify opportunities to increase existing client revenues and drive selling activities to completion
• Execute transitions of client accounts from outside custodial platforms to Betterment, acting as a liaison between clients and internal groups at Betterment critical to success (Ops, support, etc)
• Ensure effective and consistent pipeline tracking through Salesforce, Hubspot, and other sales reporting tools
• Act as the internal voice of the customer, offering insights to all areas of the business to help build a better product

• 5+ years working in wealth management or financial services
• Experience working with demanding clients in a highly professional setting 
• Experience working with back and middle office operations
• Track record of successfully identifying sales opportunities in existing clients
• Self-starter who excels in a "start-up" environment; ability to wear multiple hats
• Interest in becoming a subject matter expert in fintech and personal wealth management
• Exceptional verbal/written communication skills and ability to build rapport - you will be the primary contact for many of our customers