CB Insights jobs - 44 jobs

Drive Growth. Achieve Your Goals. Earn What You're Worth. Join a high-growth, high-performance sales culture where top talent thrives. The Role You'll Play As a Lead Account Executive at CB Insights, you'll be at the forefront of closing high-value enterprise deals, guiding qualified prospects toward becoming long-term partners. If you're excited by venture capital, emerging tech trends, and high-growth SaaS sales, this is your opportunity to sell a market-leading product with a proven track record of success. We provide you with the resources, support, and autonomy to build and manage your book of business-including an SDR team to fuel your pipeline and a collaborative sales culture that drives success. Our product has clear product-market fit, yet we've only scratched the surface of our total addressable market. If you're a self-starter who thrives in fast-paced environments and wants to be part of a company scaling aggressively, this is the place for you. This role reports to the SVP of Sales and is based in New York City. We do meet in the office on Tuesdays and Thursdays. Salary listed below is the BASE salary. Why You'll Love It Here At the Center of the AI Economy - We provide the data that's powering today's AI-driven decisions. Lucrative Compensation & Uncapped Earning Potential - Top performers consistently exceed quota. Best-in-Class Product - Sell a product customers love, backed by strong market demand. High-Performance Culture - Join an elite sales team that values energy, collaboration, and ambition. Career Acceleration - Top sales talent at CB Insights earns early exposure to enterprise-level deals and leadership opportunities. Unmatched Exposure - Work alongside some of the best minds in SaaS sales while gaining insight into cutting-edge technology trends, venture capital, and corporate strategy. What You'll Do Own the full sales cycle; from initial outreach to close for our largest enterprise accounts. Run highly effective strategic sales conversations with C-Level decision-makers. Partner cross-functionally with inbound SDRs who generate qualified demand, Solution Consultants who deliver compelling, value-driven product demonstrations, and Account Managers who ensure a seamless handoff and foster long-term, successful customer relationships. Leverage data-driven sales tactics to consistently exceed quota and contribute to team revenue goals. Forecast revenue accurately and maintain detailed pipeline tracking in Salesforce. Work closely with product and marketing teams to continuously refine our sales approach. What You Bring to the Table At least 8 years of experience selling SaaS or complex technology solutions with a proven ability to close deals. A track record of exceeding $1M+ annual quotas in a high-growth environment. Strong ability to sell to VP and C-level executives in large organizations. Exceptional presentation, communication, and negotiation skills. Deep understanding of venture capital, private markets, and emerging technology trends (preferred). Knowledge of leading data integration methods. While you'll be supported by a steady stream of inbound demand and an assigned book of existing accounts, you bring a contributive network that actively generates new opportunities and expands our reach. Experience using Salesforce, Gong, sales intelligence tools, and outbound prospecting strategies. Please note this is a US-based role. In addition to base salary, this role is also eligible for commission. A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Compensation$125,000-$150,000 USD What we're all about We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need. As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions. CB Insights Leadership Principles At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions. We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work. Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed. Danger zones: Bureaucracy. May the best ideas and execution win. Complexity. Leaders use frameworks and systems to simplify. No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit. Leaving what's important unsaid or undone. No “circling back.” Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world. Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones. Help others. Leaders know we're building this together. You'll want to work here if You are excited about how AI is transforming tech You are hungry for feedback and the chance to grow Your instinct is to work smarter not harder You love developing as a SME with a POV You are motivated by challenges and big ideas You believe in radical personal accountability You don't want to work here if: You are a tech pessimist Radical Candor is not your style You like to build big processes You stay @ the 30,000 foot view instead of digging into the details You prefer to operate in your comfort zone You expect to be judged by outputs instead of outcomes What we offer: Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement Industry Insight: over 500k+ people follow our tech newsletter: sign up here Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, 401k match, annual education stipend, and generous paid time off. About our pay practices We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data. Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more. Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

About the role Betterment is looking for a Customer Support Specialist, Finance Advice to join our Human Advice team - a group of top-notch, customer-facing professionals focused on serving our high-value clients. This team does more than resolve issues; they deliver exceptional, personalized experiences that delight customers and help them feel confident in their financial journey. As a member of our Tier 2 Support Team, you will use your FINRA licenses to provide thoughtful, compliant servicing and financial guidance to clients at key milestones in their retirement and wealth management journeys. You will engage with clients via phone and email, helping them navigate our platform, understand the products and portfolios, and make informed decisions-always with a focus on quality, clarity, and impact. This is a salaried, non-exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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. * $54,000 - $65,000 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 generous PTO policy. A day in the life * Serve as a licensed resource for clients, providing expert guidance on portfolios, tax-advantaged strategies, and platform features while helping maximize adoption and engagement across their financial journey * Deliver tailored, white-glove support via phone and email that is clear, professional, and empathetic to a client's unique needs * Remain in compliance with Betterment's financial advice philosophy and standards * Handle client escalations with professionalism and compassion, with a focus on retention and customer win-back * Work cross-functionally to find resolutions, share client feedback, and improve tools and processes to enhance the overall Betterment experience for our highest-value users * Respond to posts requiring customer support intervention or reputation management on the r/Betterment subreddit What we're looking for * Active FINRA Series 65 license (or equivalent ie. Series 66) * 2-4 years of experience providing direct support or guidance in a financial services environment * Strong communicator with the ability to explain complex financial concepts clearly and empathetically * Solid understanding of investment products, retirement strategies, and advisory principles * Organized and detail-oriented with excellent time management and follow-through * Comfortable navigating multiple tools and systems in a fast-paced, client-focused setting

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role As People Operations Specialist, you will be responsible for the administrative and operational side of the People Team. We are seeking someone detail-oriented and tech-savvy to administer our HRIS and system integrations, and support the broader employee lifecycle from onboarding to offboarding. Reporting to People Programs Manager, you'll partner closely with the People team to ensure data integrity and support payroll and benefits, compliance and HR audit processes. You will also serve as a key resource to our employees, managing HR onboarding, payroll, leave management, and benefits administration. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $95,000 - $110,000 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. A day in the life HRIS & Integrations Serve as the primary administrator for HRIS (ADP), maintaining accurate employee data including hires, transfers, promotions, and terminations Ensure integrations function seamlessly between HR systems such as HRIS, ATS, benefits, and other tools, collaborating with IT when needed Maintain detailed documentation of system processes, integrations, and workflows Employee Lifecycle Support Support pre-boarding and onboarding processes, coordinating with Recruiting, HR, and IT to ensure all employee documentation is completed and compliant Process employee record updates (e.g., job changes, promotions, terminations) and comply with recordkeeping and retention requirements Serve as a trusted point of contact for employee questions regarding HRIS, benefits, time off, and other people processes Partner with HR leadership to maintain compliance with employment laws and regulations Identify opportunities for process improvements to enhance efficiency and employee experience Payroll and Benefit Administration Work with ADP payroll, benefits, and finance teams to ensure payroll deductions, changes, and reconciliations are correct, and integrations are functioning properly Partner with our benefits broker to prepare for and execute annual benefits open enrollment and renewal cycle, as well as qualifying life event support. Oversee the employee leave management process in partnership with our third-party vendor to create a smooth and clear leave experience for employees Support benefits and 401 (k) audits by providing the necessary data and adhering to policies and applicable laws What we're looking for 3+ years of experience in People Operations or HR & Benefits Administration Hands-on experience managing ADP or comparable HRIS Familiarity with employment laws, leave regulations, and benefits compliance Proficiency in Excel / Google Sheets and comfort with HR technology Excellent attention to detail, organization, and follow-through Strong communication and customer service skills Ability to handle confidential data professionally and with discretion Bonus points if you have Experience managing integrations across HRIS, ATS, payroll, and benefits platforms Exposure to HR audits and compliance reporting 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 Lunch from our in-house chef 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 ************************ .

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role Betterment's mission is to empower people to do what's best for their money so that they can live better. We're looking for a Senior Product Designer for our rapidly-growing Betterment at Work platform, which provides modern financial benefits for today's diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees. You'll lead projects that focus on the experiences of retirement advisors, as well as employees saving and planning for retirement on our award-winning web and mobile apps. At Betterment, we hire designers who are passionate about personal finance, and building intuitive, delightful experiences for customers to manage their money. You approach problems holistically, and are self-motivated, learning new skills quickly, with a sense for what you'll develop next. We seek out folks who are talented and eager to both learn from their colleagues and help make them better. As a design team, we're focused and always strive for excellence. 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: $135,000-$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. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. A day in the life Serve as design lead, building end-to-end experiences across the employee and advisor platforms Contribute to product strategy by identifying new opportunities, generating innovative solutions, crafting intuitive and efficient designs, and improving existing features Partner with product management, engineering, and many others, working closely in cross-disciplinary teams across business-to-business and consumer-facing product areas Be responsible for all aspects of design for your projects from inception through launch Make informed design decisions based on customer feedback, competitor analysis, metrics, and usability tests Further develop your design skills, working among a talented team of designers, providing one another feedback and perspective, aiming for a cohesive holistic experience across all touchpoints What we're looking for 4+ years of relevant experience as a Product Designer (previous titles may have been different) Portfolio demonstrating extraordinary product design work across web and mobile, with proven customer and business impact Experience leveraging research, usability testing, and analytics to determine user problems, and inform decisions Exceptional communication and collaboration skills; ability to align diverse stakeholders Strong organizational abilities, adept at managing multiple projects and timelines Strategic approach to design that clearly connects to business and user outcomes Experience designing within an established design system and evolving when appropriate 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 Lunch from our in-house chef 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 ************************ .

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Security Engineering team is a trusted partner throughout the organization who work hard to make Betterment the most secure place for our customers' money. We do this by building tools for our development teams, improving the security and integrity of our systems, and adding monitoring and visibility into our services. This helps us move faster and smarter, all while done within a highly regulated and secure environment. We write, review, and advise in Ruby, Javascript, Java, and Python just to name a few of our popular languages. We leverage a number of technologies to power our tools and platform, including AWS, Kubernetes (EKS), Helm, Terraform, Datadog, CircleCI, and Splunk. As an engineer on the Security Engineering team, you'll help deliver new products, tools, and systems in a secure manner that make engineering more impactful and help keep our customers safe and happy! This role is remote eligible. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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 - $180,000 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. A day in the life Bolster security in systems such as CI/CD, sensitive data storage, mobile design, front end web services, and more Build software to keep our customers and company safe and secure Work on impactful engineering problems across Betterment Maintain high uptime for core services Provide guidance and education for security and software engineering excellence What we're looking for 3+ years of experience building software Experience and understanding of securing modern web apps (OWASP top 10, CWEs, and language specific application security issues) Experience with and an understanding of securing modern web apps Experience building high-availability distributed systems and services with any Object Oriented Programming language Experience with the Linux command line interface Experience with securing AWS cloud infrastructure (EC2, RDS, S3, VPCs) Experience with any of these technologies is a plus: GraphQL, React, CircleCI, Kubernetes, Terraform, Postgres 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 Lunch from our in-house chef 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 ************************ .

About the role The Firm Operations Team at Betterment oversees and operates Betterment's broker-dealer entity that safeguards over $65B in assets for over one million customers. The team is responsible for firm-level dividend and corporate action processing, reconciliations, design and operation of internal controls, and regulatory and financial reporting to maintain compliance with relevant FINRA and SEC financial responsibility rules. The team works collaboratively across departments to improve and automate processes, as well as owns the relationships with various third parties including the broker-dealer's auditors, clearing firm, and banking institutions. As Senior Manager of Broker-Dealer Financial Operations and Controls you will play a pivotal role in overseeing and managing all financial and operational aspects of our broker dealer business. You will collaborate cross-functionally to ensure compliance with industry regulations, maintain accurate financial records, and optimize operational processes to support our growth. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $135,000 - $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. A day in the life The ideal candidate for this role will possess a strong understanding of broker-dealer operations, financial reporting, and regulatory compliance, particularly in financial services and technology. They are comfortable in a spreadsheet, talking to auditors and regulators, and working with our Product and Engineering teams to build out new products. On any given day you will: * Complete and oversee daily reconciliations, investigating and resolving any breaks * Monitor firm liquidity and net capital, overseeing all transactional processes including money movements and securities processing * Enhance, implement, and execute against additional controls related to broker dealer compliance * Work with the FINOP to prepare and file weekly, monthly, and annual reporting, such as Reserve Calculations, Net Capital Computations, and year-end financial packages * Act as main counterpoint with auditors for our annual broker-dealer reviews What we're looking for * Bachelor's or Master's Degree in Accounting * CPA License Series 27 or ability to rapidly obtain * Minimum of 5+ years of accounting experience in public accounting, preferably in audit * Experience working with a FINOP at a broker-dealer or clearing firm is a plus * Strong experience with financial reporting * Ability to work independently and manage multiple priorities in a fast-paced environment * Exceptional communication skills, both written and verbal

About the role We're hiring a Recruiting Coordinator to support all aspects of the recruiting process, partnering closely with recruiters, candidates, and hiring managers. In this role, you'll own the coordination and logistics of complex, multi-step interviews and serve as the face of recruiting at Betterment. You'll work with key stakeholders to ensure a seamless hiring process while delivering a world-class candidate experience. This is a salaried, non-exempt role that is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $60,000 - $65,000 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 generous PTO policy. A day in the life * Manage job postings and maintain accurate candidate stages within our Applicant Tracking System (ATS) * Own the candidate experience as the primary point of contact, delivering a warm, responsive, and well-coordinated journey throughout the hiring process * Greet interview candidates and deliver a top-notch, welcoming candidate experience * Partner with other team members to improve and streamline processes when needed * Build strong relationships with recruiters and hiring managers, maintaining clear and effective communication throughout the hiring process * Support events and ad-hoc projects that impact the recruiting team What we're looking for * Experience in an office environment, ideally supporting high-volume interview scheduling and coordination * Experience with end-to-end recruiting processes and working knowledge of Greenhouse * Strong attention to detail and organizational skills, with the ability to successfully juggle multiple priorities * Confident and persuasive communication skills (written and verbal), with the ability to represent the Betterment brand with professionalism and care * A healthy sense of urgency, paired with timely, proactive communication

About the role As a Sr. Payroll Services Associate you will be responsible for ensuring our clients have a successful and timely experience when facilitating data flows between their payroll provider and Betterment. You will serve as a guide and a resource for clients who integrate their payroll systems with Betterment's employer benefits platform. This role partners closely with internal teams such as Client Experience, Product, Engineering, Compliance, and Onboarding. The ideal candidate has strong client-facing, payroll subject matter, problem-solving, and Excel skills. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly. 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: $90,000 - $100,000 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. A day in the life * Directly interface with clients when setting up their payroll integration or managing their payroll data files into the Betterment platform * Develop an in-depth understanding of payroll provider integrations and audit incoming payroll data for accuracy and completeness * Use effective problem-solving and decision-making skills to navigate and troubleshoot issues * Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our client's payroll and their employees' paychecks * Communicate professionally to both internal and external stakeholders while focusing on needs-driven solutions * Contribute to our team's knowledge base of payroll systems and their integrations with Betterment * Identify opportunities for continuous improvement and scale What we're looking for * 4+ years of experience with common HRIS vendors like ADP, Gusto, & Rippling * Working knowledge of API connectors and SFTP file feeds * Advanced proficiency in Microsoft Excel * Ability to influence stakeholders with competing priorities to focus on bringing critical projects to completion * Exhibits true ownership and ensures results are achieved. Strives for measurable, high-quality and timely results * Aptitude for learning, creating, and iterating rapidly * Excellent written communication skills and ability to build rapport - you will speak with our clients through email and over the phone * Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry * Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the Role: The Product Engineering teams at Betterment build the applications our customers use when they are logged in to their Betterment accounts. We are looking for Staff Full Stack Engineers to join us in furthering our mission to make people's lives better by providing delightful experiences that have been Betterment's hallmark since inception. Our software guides customers through the most important life events in their financial journey. Whether it's saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you. If you're passionate about delightful customer experiences, building scalable, high-performance web applications and are eager to work in a collaborative, forward-thinking environment, we'd love to have you on our team. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. . 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: $200,000 - $228,000 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 Monday through Thursday, weekly. A Day in the Life: Build things people love. Our goal is to delight our customers whenever possible. Sleek design, simple user experience, and access to sophisticated advice. Teach and Learn. As a Staff Engineer, we expect you to share your knowledge with new, junior, and senior engineers. Help mentor and grow our team professionally as well as learn from our leaders to level up your own talents. Solve “impossible” problems. Take your ideas to the next level right away. We experiment, iterate, learn, and repeat. Collaborate, with purpose. You'll work in small groups with other talented thinkers and figure out how to make Betterment's revolutionary software even better. Gain trust through transparency. We believe in taking the guesswork out of investing. That means a consistent experience for our customers - you'll build the tools to make it possible. We already have the best UX in the business. Let's make it even better. Create efficiency. Our software helps customers save time and money. We maintain it through clean code, pragmatic programming, and lean engineering. Work with people who care. Half of our team is made up of engineers, but we believe everyone at Betterment is an engineer with their own tools. We're a group of talented professionals who pride ourselves on what we do. We're smart, innovative, energetic, and lots of fun. What We're Looking For: Have proven and recent experience scoping, building, and leading technical projects (and the teams building them) from discovery through release Have experience in at least one server-side language - Ruby, Java, C#, C++, Python. (we use Ruby on Rails) Have experience building interactive web applications using modern Javascript frameworks (we use React) Have a strong understanding of appropriate technical design, architecture, and other complexity in building web applications Have experience gathering inputs, building consensus, and making technical decisions in an inclusive manner Have experience communicating effectively with technical and non-technical colleagues across different roles, teams, and lines of business Have a commitment to upskilling teammates through feedback, pairing, and mentorship Have a passion for software engineering, and for creating what doesn't exist Know how to make the tradeoffs required to ship without compromising quality Realize that automated tests are a worthwhile investment Appreciate agility and pragmatism in software development Thrive in a startup environment 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 Lunch from our in-house chef 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 ************************ .

Find leads. Intrigue prospects. Drive growth. The role you'll play: The CB Insights Sales Development Representative (SDR) will create interest in CB Insights and guide prospects to demo. Specifically, you will blend web prospecting with phone and email communication. You will handle lead qualification and help convert leads into clients. While it is an entry-level sales position, it is an essential component of the CB Insights sales team, and will report into our VP of Demand Generation. As such, you will be closely mentored and developed by seasoned enterprise sales professionals. About the SDR Team: If you want to increase growth both for the business and professionally, then this is the place for you. Our high performing SDR team at CBI is collaborative, competitive, and hardworking. With attainable quotas, a strong leadership team, and growth and development opportunities, this is the place you will have an amazing long-term career. This team knows how to succeed, and has a lot of fun doing it. Your Key Responsibilities * Identify and research target accounts, aligning prospects to the most relevant CB Insights use cases * Execute high-volume, multi-channel outreach (phone, email, LinkedIn) to meet weekly KPIs * Qualify inbound leads from marketing campaigns, content engagement, and demo requests * Schedule introductory platform calls that convert into qualified sales opportunities * Partner with Account Executives and Customer Success to support opportunity progression and close * Maintain accurate and up-to-date prospecting activity in the CRM to ensure data integrity and reporting * Collaborate with Sales and Marketing to refine messaging, targeting, and outreach strategies based on market and prospect insights * Consistently meet or exceed monthly and quarterly opportunity and demo targets * Participate in ongoing training to deepen product, industry, and sales expertise * Share prospect feedback to inform product positioning, messaging, and go-to-market strategy What you bring to the table: * BA/BS degree (or relevant work experience) * 2+ years of SDR, sales or relevant experience with a history of overachieving targets around new business acquisition or customer engagement * Strong communication skills over both phone and email * Creative problem-solving abilities * Desire to move up within a sales organization Please note this is a US-based role. In addition to base salary listed below, this role is also eligible for commission. Compensation $50,000-$60,000 USD What we're all about CB Insights is the leader in predictive intelligence on private companies-turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score-the first system to reliably forecast the outlook for a private company-and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do. CB Insights Leadership Principles At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions. We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work. * Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. * Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life. * Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar. * Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed. * Danger zones: * Bureaucracy. May the best ideas and execution win. * Complexity. Leaders use frameworks and systems to simplify. * No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit. * Leaving what's important unsaid or undone. No "circling back." * Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity. * Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world. * Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work. * Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones. * Help others. Leaders know we're building this together. You'll want to work here if * You are excited about how AI is transforming tech * You are hungry for feedback and the chance to grow * Your instinct is to work smarter not harder * You love developing as a SME with a POV * You are motivated by challenges and big ideas * You believe in radical personal accountability You don't want to work here if: * You are a tech pessimist * Radical Candor is not your style * You like to build big processes * You stay @ the 30,000 foot view instead of digging into the details * You prefer to operate in your comfort zone * You expect to be judged by outputs instead of outcomes What we offer: * Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement * Industry Insight: over 500k+ people follow our tech newsletter: sign up here * Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, 401k match, annual education stipend, and generous paid time off. About Our Pay Practices We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data. While we typically hire at our established Hiring Target, actual starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience. Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total rewards as innovative as the work we do- including variable cash potential, 401(k) matching, flexible healthcare options and mental health resources, professional development and education stipends, generous PTO, and more. Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

About the role The Financial Planning and Analysis (FP&A) team is responsible for facilitating corporate-level decision-making at Betterment, guiding company-wide financial planning, and scaling new and existing financial processes. They maintain the company's operating model, provide forward-looking analysis across the organization to support business outcomes, and analyze capital allocation decisions. This role will report into the Director of FP&A and join a tight-knit team that is an integral part of the organization. This group is a trusted advisor to business leaders to plan and project for the future but nimble when it comes to the conditions changing. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in-office attendance Monday through Thursday, weekly. 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: $130,000 - $150,000 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. A day in the life * Build and own complex models, leading forecasting, budgeting, and long-range planning * Assist in our financial planning processes as the key FP&A partner to our People, Finance, and Legal teams * Lead key strategic projects utilizing your expertise in financial modeling and comprehension to provide insights, recommendations, and projections to senior management * Own unit economics models and serve as subject matter expert in conversations with business partners * Work cross functionally to understand and communicate results against plan, including monthly, quarterly, and annual reporting * Prepare materials for senior leadership, investor relations, and our Board to help bring an understanding of performance to all partners What we're looking for * Industry experience with budgeting / planning, financial modeling, and decision analytics (e.g. FP&A, corporate finance, investment banking, private equity) * Experience owning a standalone/line of business revenue model and serving as a business partner to cross-functional and senior business partners * Experience in building insights from scratch including sourcing, transforming, and presenting complex financial data * A history of collaboration having worked across a wider team to develop insights and reports * Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools * A knack for taking raw data, analyzing, drawing conclusions, and developing actionable recommendations * Undergraduate degree in finance / economics / accounting / mathematics preferred. * Experience in working with Netsuite, SQL, Salesforce, or Metabase a plus

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Product Engineering teams at Betterment build the applications our customers use when they are logged in to their Betterment accounts. We are looking for Senior Full Stack Engineers to join us in furthering our mission to make people's lives better by providing delightful experiences that have been Betterment's hallmark since inception. Our software guides customers through the most important life events in their financial journey. Whether it's saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you. As a Senior Full-Stack Engineer, you'll work collaboratively with our Mobile, Product, and Design functions to guide and delight our customers on their financial journey. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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 - $195,000 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 Monday through Thursday, weekly. A day in the life Lead medium-to-large scale initiatives, partnering with teammates and adhering to software development best practices in order to ship high quality software continuously and iteratively. Collaborate with our Product & Design teams to build delightful experiences that help our customers save and invest. Balance innovation with the need to maintain application performance and security. Maintain a high bar of excellence in your work quality, setting an example for and mentoring less experienced Engineers to do the same. Create efficiency. Our software helps customers save time and money. We maintain it through clean code, rigorous testing and pragmatic programming Collaborate with purpose. You'll work in small groups with other talented Engineers and figure out how to make Betterment's software better. Contribute to an environment of open communication, where engineers feel empowered to share ideas and take initiative to solve problems that contribute to achieving company objectives. What we're looking for Strong experience in object-oriented programming; Ruby on Rails is preferred. Experience with Java, Python, C#, or Node.js is welcomed. Proficiency in building frontend applications using React.js or a similar framework Experience building APIs using GraphQL. Proficiency with relational databases, including designing schemas and writing detailed SQL queries. A strong command of fundamental algorithms and data structures. Proven ability to lead and manage projects that span one or more teams, considering tradeoffs to ensuring on-time delivery while maintaining high standards of quality, performance and security. Passion for building delightful front end interfaces and components. Passion for ongoing learning and knowledge-sharing. Adept at approaching complex engineering challenges with innovative and unconventional solutions. 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 Lunch from our in-house chef 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 ************************ .

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Accounting team at Betterment is responsible for maintaining the accuracy, integrity, and timeliness of the company's financial information. The team partners across the organization to ensure financial results are reliable, compliant with US GAAP, and reflective of Betterment's business performance. Accounting plays a critical role in supporting company growth by managing the close process, enabling informed decision-making, and driving process improvements that keep pace with Betterment's evolving products and operations. As part of this collaborative, high-performing team, you'll contribute to strengthening Betterment's financial foundation, helping scale our accounting processes, support audits and compliance efforts, and deliver high-quality financial insights to leadership. This role is based out of our NYC office and we require in office attendance Monday through Thursday, weekly. 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: $125,000 - $145,000 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. A day in the life Help lead Betterment's monthly, quarterly, and annual financial close processes by supporting accuracy, completeness, and timeliness of results Assist in the preparation, review, and analysis of journal entries, account reconciliations, and fluctuation analyses across general ledger accounts in accordance with GAAP Maintain the integrity of Betterment's financial results by managing close deliverables, resolving issues proactively Champion process excellence and controls, helping Betterment scale its financial operations while maintaining compliance and efficiency Partner cross-functionally with Operations, Product, Marketing, Engineering, and Legal teams to ensure accounting alignment with new initiatives, revenue streams, and product launches Research and interpret complex accounting matters and apply appropriate US GAAP guidance to new products, vendor agreements, and corporate transactions Serve as a key point of contact for external auditors during interim and year-end audits, ensuring audit readiness and effective communication Contribute to the growth of the accounting team by providing guidance, constructive feedback, and opportunities for skill development What we're looking for Bachelor's degree in Accounting or Finance 5-6+ years of accounting experience, with evidence of assuming roles of greater responsibility Certified Public Accountant (CPA) or equivalent Strong knowledge of US GAAP with the ability to clearly explain accounting concepts to both financial and non-financial stakeholders Proven attention to detail and analytical thinking, paired with strong project management and execution skills A proactive, detail-oriented mindset and the ability to thrive in a fast-paced, collaborative environment Nice to have Experience in technology and/or financial services industries A mix of Big 4 public accounting and private company work experience 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 Lunch from our in-house chef 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 ************************ .

About the role Broker Dealer is the core of the Betterment platform. On a busy day, we securely move millions of dollars through the Betterment system and ensure each transaction flows through a complex series of risk checks for strict regulatory compliance. Every ounce of efficiency and intelligence we pour into this system translates into more value for our customers. We're looking for engineers to help us answer some of our most difficult backend scaling, software design, and optimization questions. As a Backend Engineer in Broker Dealer, you'll help balance on-time delivery of new platform features alongside system stability and scale. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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 - $170,000 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 Monday through Thursday, weekly. A day in the life * Build innovative trading and money-movement technology that empowers people to make the most of their money so they can live better * Solve "impossible" problems. Take your ideas to the next level right away. We experiment, iterate, learn, and repeat * Uphold a standard of excellence in your work, continuously seeking improvement and welcoming guidance from more experienced engineers * Collaborate with purpose. You'll work in small groups with other talented thinkers and figure out how to make Betterment's software even better * Gain trust through transparency. We believe in taking the guesswork out of investing. That means a consistent experience for our customers - you'll build the tools to make it possible * Create efficiency. Our software helps customers save time and money. We maintain it through clean code, pragmatic programming, and lean engineering * Contribute to an environment of open communication where engineers feel empowered to share ideas and take initiative to solve problems that achieve company objectives What we're looking for * 3+ years professional experience in at least one object-oriented language * Familiarity with writing Java code * 3+ years professional experience with SQL and relational databases * A strong command of fundamental algorithms and data structures * Demonstrated ability to contribute to complex projects and independently deliver small features in established codebases * Appreciation for agility and pragmatism in software development

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role Betterment at Work is an award-winning 401(k) solution that works as hard for your money as you do to earn it. Betterment for Advisors provides a cutting-edge custody platform that empowers financial advisors to enhance their wealth management services. We're seeking ambitious, enthusiastic individuals to join our BDR, supporting either our 401(k) or Custody businesses. In this role, you'll drive top-of-funnel growth through outbound prospecting in a fast-paced, activity-heavy environment. You're a tech-savvy seller who loves building connections - whether you're helping a business upgrade its 401(k) experience or introducing financial advisors to tools that make managing client assets easier. 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: $60,000-65,000 + Commission 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 commission bonus. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. A day in the life Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc) Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends Understanding the need of prospects and communicating them clearly to Account Executives Clearly articulating Betterment's value proposition and products to prospects in specific verticals Meet and exceed meeting set and meetings held goals Ensure effective and consistent use of Salesforce Provide “voice of the client and industry” to marketing and product management to drive roadmaps We are a close knit team - we work hard, collaborate to get things done and celebrate our wins! What we're looking for No experience required but if you've worked in any role that involves outreach and relationship building, you'll be set up for success here. B2B tech/SaaS sales experience as an SDR/BDR is a plus Curiosity and interest for financial products and retirement planning Demonstrated track record of high performance High energy and willingness to learn Strong oral and written communication skills with even stronger listening skills Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals Experience with sales technology stack- Outreach, Salesforce - is a plus 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 Lunch from our in-house chef 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 ************************ .

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Broker-Dealer Operations Team at Betterment oversees and operates Betterment's broker-dealer entity that safeguards over $65B in assets for over one million customers. The team is responsible for firm-level dividend and corporate action processing, reconciliations, design and operation of internal controls, and regulatory and financial reporting to maintain compliance with relevant FINRA and SEC financial responsibility rules. The team works collaboratively across departments to improve and automate processes, as well as owns the relationships with various third parties including the broker-dealer's auditors, clearing firm, and banking institutions. Additionally, the team partners with Product and Engineering to design and operate new products, such as Self-Directed Investing, Securities Lending, and more. As Director of Broker-Dealer Operations you will lead the team and oversee all financial and operational aspects of our broker dealer business. You will collaborate cross-functionally to ensure compliance with industry regulations, maintain accurate financial records, build new products, and optimize operational processes to support our growth. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $173,000 - $189,000 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. A day in the life The ideal candidate for this role will be an experienced manager who possesses a strong understanding of broker-dealer operations, financial reporting, regulatory compliance, and product development, particularly in financial services and technology. They are comfortable in a spreadsheet, talking to auditors and regulators, and working with our Product and Engineering teams to build out new products. On any given day you will: Manage the broker-dealer operations team, providing feedback and coaching, partnering to solve a complex issue, and overseeing the completion of all required tasks Design new systems to improve and enhance procedures for corporate action processing, control operation, net capital monitoring, and other key responsibilities Maintain partner relationships for key banking and securities servicing vendors Partner with our Legal and Compliance teams determine how best to structure a new product, design a control, or remediate an issue Whiteboard with Product and Engineering on how to implement a new process Collaborate with finance to on reporting and budgets What we're looking for Experience working in and knowledge of financial service operations, specifically related to securities products (e.g. corporate actions, margin, transfers, etc) 5+ years of management experience of an operational or related team A track record of launching new products and processes, as well as building out ongoing support FINRA Series 7, 24, and/or 27, or the ability to rapidly obtain Exceptional communication skills, both written and verbal Nice to haves: experience working in FinTech or interacting with auditors and regulators 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 Lunch from our in-house chef 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 ************************ .

About the role The Security Engineering team is a trusted partner throughout the organization who work hard to make Betterment the most secure place for our customers' money. We do this by building tools for our development teams, improving the security and integrity of our systems, and adding monitoring and visibility into our services. This helps us move faster and smarter, all while done within a highly regulated and secure environment. We write, review, and advise in Ruby, Javascript, Java, and Python just to name a few of our popular languages. We leverage a number of technologies to power our tools and platform, including AWS, Kubernetes (EKS), Helm, Terraform, Datadog, CircleCI, and Splunk. As an engineer on the Security Engineering team, you'll help deliver new products, tools, and systems in a secure manner that make engineering more impactful and help keep our customers safe and happy! This role is remote eligible. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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: $205,000 - $215,000 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. A day in the life * Lead and collaborate on product security initiatives strengthening our engineering practices * Write and review customer facing code to resolve security concerns alongside product development engineers * Conduct threat modeling exercises, architecture reviews, and offensive security engagements with product teams * Innovate with modern cloud technologies to secure systems such as CI/CD, sensitive data storage, mobile design, front end web services, and more * Provide mentorship and education for security and software engineering excellence What we're looking for * 5+ years of experience building software * Deep experience and understanding of securing modern web apps (OWASP top 10, CWEs, and language specific application security issues) * Experience working in a product setting where the needs of the business and users must be weighed against security requirements * Experience with exploiting common security vulnerabilities and fixing them * Experience building high-availability distributed systems and services with any Object Oriented Programming language * Experience with the Linux command line interface * Experience with securing AWS cloud infrastructure (EC2, RDS, S3, VPCs) * Experience with any of these technologies is a plus: GraphQL, React, CircleCI, Kubernetes, Terraform, Postgres

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Data Enablement Engineering team at Betterment sits at the intersection of the Product Analytics and Data Platform teams - serving as the domain and technical experts that translate business needs into beautiful data products. We own data cleanliness end-to-end, from extracting data from both internal and external sources to thoughtfully curating that data into easy-to-use and understand domains. Our work adds tremendous value to the business and we are looking for more thoughtful, driven, and curious people to push the business even further. 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:$100,000 - $120,000 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 Monday through Thursday, weekly. A day in the life Be a key curator of data. You will build and maintain the reporting layer of our team's data environment to make data standardized, easily accessible, and performant Work closely with Product Engineering and our stakeholders to create the data needed to market and measure the success of our product launches Maintain and optimize monitoring and alerting for our company's reporting pipelines and analytics infrastructure Partner with our Finance team to curate the data pipelines necessary to understand how our businesses are performing Find ways to spread knowledge and increase data literacy across the organization Think about scale and new technologies that will enable us to achieve a high level of efficiency for our data platforms What we're looking for 1 - 3 years of experience writing SQL statements and transforming data Familiarity with ETL, Python, and creating pipelines for large datasets Passion for scaling and automating analytics work Ability to take apart business problems, translate them into technical requirements, and translate results back to non-technical audiences Autonomy, curiosity, and tenacity as a data issue detective Previous exposure to DBT, Metabase, Airflow, Segment, Mixpanel, and/or DAG management platforms preferred 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 Lunch from our in-house chef 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 ************************ .

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, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role The Analytics team at Betterment is deeply integrated across the organization, forming strong strategic partnerships with nearly every function, including Product, Marketing, Engineering, Finance, Operations, and Sales. The team's primary function is to transform data into actionable insights that directly drive our company's strategy and execution priorities. They coordinate closely with stakeholders and senior leadership, ensuring that business priorities are based on informed decisions and influencing critical choices with their unique, data-driven perspective. The Director of Analytics is tasked with aligning the Analytics team's efforts with the company's highest-level goals. This involves: Setting Vision & Strategy: Defining and executing on team roadmaps that influence organization-wide strategic direction. You will anticipate future organizational gaps and implement solutions to close them. Strategic Coordination: Partnering with senior leaders across Betterment to ensure the team is focused on the most impactful projects with maximum efficiency. Team Leadership & Development: Building a high-performing analytics team. You will focus on coaching your team to their highest impact. Technical Leadership: Maintaining a deep understanding of the core technologies used by the team. You will focus on technical enablement and connecting team members to domain owners, while serving as a technical anchor-ready to step in and contribute to high-stakes projects or complex problem-solving when needed. Storytelling & Influence: Serving as the most visible "face" of the Analytics organization. You will synthesize complex data into a cohesive narrative that identifies opportunities across lines of business. This role requires both: a strong technical background to accurately assess the scope and effort of various initiatives, as well as exceptional communication and executive presence to effectively partner with peers and influence C-suite decisions. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $194,000 - $215,000 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. A day in the life Manage the day-to-day execution of the Analytics team Conduct the team's standup, gaining context on progress, blockers, and shifts in priority Have a 1 on 1 discussing career growth with a direct report Assist a junior team member in a conversation regarding how best to visualize a particular finding Catch up with the VP of Data and Engineering leads to communicate requirements for a new data domain Partner with stakeholders and leadership around the company to influence decision making Discuss upcoming campaigns with the VP of Marketing, ensuring that we're primed to measure the impact to cross sell and LTV growth Attend a product kickoff meeting, advising on bias potential in the AB testing plan Meet with the VP of Data and CEO to discuss Company OKR progress Present a plan to update key metrics definitions to the Finance team, and strategize on rollout Perform a quick ad-hoc analysis to help the VP of Finance tailor the annual financial plan What we're looking for 10+ years of experience working in Analytics, preferably at a tech company with a web-based product and in close partnership with decision makers 5+ years of experience directly managing a team of 5+ analytics professionals Passion for solving complex business problems with data and transforming analyses into concise insights and recommendations A storytelling mindset, including an ability to understand the business context and identify actionable improvement opportunities Strong fluency in SQL and experience working with modern database and data warehousing technologies Ability to triage and prioritize efficiently across hoc requests and long-term projects, as well as identify and implement tools to effectively communicate and drive alignment around team priorities Expertise in crafting A/B tests and multivariate tests and guiding teams to appropriately interpret results and internalize their learnings Experience with the OKRs framework Ability to distill complex concepts and methodologies, and articulate insights to cross-functional teams and clients with varying levels of knowledge in this space 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 Lunch from our in-house chef 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 ************************ .