Betterment
Sr. Product Manager, Employer Recordkeeping
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About Betterment Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/week in-office).
About The Role Employer Recordkeeping sits at the heart of the Betterment at Work platform, serving as the foundation for how we process and safeguard contributions and transactions on behalf of employers and their employees. As a Senior Product Manager on this team, you’ll help shape the systems that make those operations seamless and trustworthy — powering 401(k) plans and other innovative employer-sponsored offerings.
This role focuses on the back-end infrastructure and processes that keep our recordkeeping platform compliant, efficient, and built to scale. You’ll execute against an existing roadmap while also developing the long‑term vision for how governance, compliance, and operational rigor should evolve across Betterment at Work.
You’ll collaborate closely with engineering, operations, legal, and compliance partners to bring structure, clarity, and efficiency to a highly complex domain. Your work will be critical in shaping the durable systems that enable growth, mitigate risk, and make it easier for employers and employees to benefit from Betterment’s platform.
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 reflect the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.
New York City: $140,000 – $165,000
We offer a competitive equity package, health, dental and vision benefits, 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
Driving the Employer Recordkeeping roadmap — executing on customer and organizational priorities while identifying and advocating for enhancements that strengthen the platform’s long-term foundation
Partnering with Legal, Compliance, and Operations to ensure the recordkeeping systems meet regulatory requirements while maintaining operational excellence
Deeply understanding the intricacies of employer recordkeeping — including contribution processing, reconciliation, and data integrity — and advocate for system improvements that strengthen accuracy and auditability
Working closely with Engineering to define requirements, prioritize initiatives, and navigate trade-offs between scalability, compliance, and efficiency
Conducting customer and competitive research to inform the direction of our platform and ensure it continually exceeds customer expectations
Collaborating with cross‑functional partners to define what governance and controls should look like in a best‑in‑class recordkeeping platform
Building narratives and frameworks that help Betterment leadership align on the long‑term platform vision and the customer needs it will drive forward
What We’re Looking For
Product Management experience, ideally in financial services or financial technology. A focus on recordkeeping or back‑end financial operations is strongly preferred.
Deep curiosity and aptitude for mastering complex, regulated domains
Self‑starter with demonstrated success leading cross‑functional collaboration with Legal, Compliance, Operations, and Engineering teams
Strong communication skills and the ability to clearly articulate technical and compliance‑driven topics to diverse audiences
Experience balancing short‑term delivery with long‑term strategic planning
Analytical mindset and comfort using data to inform product decisions
Obsessive attention to detail and strong organization skills in a fast‑paced environment
A passion for designing systems that enable both growth and trust
Benefits
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.
Equal Opportunity & E-Verify We’re an equal‑opportunity employer and comply with all applicable federal, state, and local fair employment practice 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.
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.
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 team.hire@betterment.com.
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About Betterment Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/week in-office).
About The Role Employer Recordkeeping sits at the heart of the Betterment at Work platform, serving as the foundation for how we process and safeguard contributions and transactions on behalf of employers and their employees. As a Senior Product Manager on this team, you’ll help shape the systems that make those operations seamless and trustworthy — powering 401(k) plans and other innovative employer-sponsored offerings.
This role focuses on the back-end infrastructure and processes that keep our recordkeeping platform compliant, efficient, and built to scale. You’ll execute against an existing roadmap while also developing the long‑term vision for how governance, compliance, and operational rigor should evolve across Betterment at Work.
You’ll collaborate closely with engineering, operations, legal, and compliance partners to bring structure, clarity, and efficiency to a highly complex domain. Your work will be critical in shaping the durable systems that enable growth, mitigate risk, and make it easier for employers and employees to benefit from Betterment’s platform.
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 reflect the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.
New York City: $140,000 – $165,000
We offer a competitive equity package, health, dental and vision benefits, 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
Driving the Employer Recordkeeping roadmap — executing on customer and organizational priorities while identifying and advocating for enhancements that strengthen the platform’s long-term foundation
Partnering with Legal, Compliance, and Operations to ensure the recordkeeping systems meet regulatory requirements while maintaining operational excellence
Deeply understanding the intricacies of employer recordkeeping — including contribution processing, reconciliation, and data integrity — and advocate for system improvements that strengthen accuracy and auditability
Working closely with Engineering to define requirements, prioritize initiatives, and navigate trade-offs between scalability, compliance, and efficiency
Conducting customer and competitive research to inform the direction of our platform and ensure it continually exceeds customer expectations
Collaborating with cross‑functional partners to define what governance and controls should look like in a best‑in‑class recordkeeping platform
Building narratives and frameworks that help Betterment leadership align on the long‑term platform vision and the customer needs it will drive forward
What We’re Looking For
Product Management experience, ideally in financial services or financial technology. A focus on recordkeeping or back‑end financial operations is strongly preferred.
Deep curiosity and aptitude for mastering complex, regulated domains
Self‑starter with demonstrated success leading cross‑functional collaboration with Legal, Compliance, Operations, and Engineering teams
Strong communication skills and the ability to clearly articulate technical and compliance‑driven topics to diverse audiences
Experience balancing short‑term delivery with long‑term strategic planning
Analytical mindset and comfort using data to inform product decisions
Obsessive attention to detail and strong organization skills in a fast‑paced environment
A passion for designing systems that enable both growth and trust
Benefits
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.
Equal Opportunity & E-Verify We’re an equal‑opportunity employer and comply with all applicable federal, state, and local fair employment practice 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.
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.
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 team.hire@betterment.com.
#J-18808-Ljbffr