Staff Technical Program Manager, Betterment


+ Equity

Senior and Expert level
New York

More information about location

3 days a week in office


Banking and investment app

Open for applications


Banking and investment app

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Open for applications


+ Equity

Senior and Expert level
New York

More information about location

3 days a week in office

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Company mission

To make people’s lives better.


Who you are

  • 6+ years of technical product/program/project management experience
  • Proven experience in managing multi-disciplinary projects and teams, across multiple time zones
  • Proficiency in project management tools such as Jira, or Asana
  • Agile certification required
  • A systems thinker, capable of taking a data-driven approach to problem solving and process improvemen
  • A track record of communicating effectively and translating between technical and non-technical stakeholders, both written and orally; experienced in tailoring communications and presentations for multiple levels of staff and executives regularly
  • Interpersonal skills to build relationships and collaborate with diverse, cross-functional teams
  • Someone who is self-motivated, action oriented, pragmatic, and intellectually curious
  • A track record of fostering accountability among stakeholders regardless of seniority or tenure


  • Experience working in Fintech
  • Experience as a software developer and/or systems engineering
  • PMP, PgMP, or similar certification
  • Experience as an Agile coach

What the job involves

  • The Staff Technical Program Manager (TPM) will play a crucial role in the orchestration of complex technical projects that align with our strategic objectives
  • For this senior-level individual contributor role, the ideal candidate will have a blend of technical prowess, leadership acumen, and a deep commitment to cross-functional collaboration
  • Drive the delivery of technical projects, processes and programs for key org and company-wide initiatives to ensure cross-functional alignment and accountability
  • Manage the lifecycle of multiple cross-functional projects simultaneously, from planning to launch
  • Guide and manage the usage of Agile methodologies to simplify project delivery
  • Partner with multiple stakeholders and cross functional teams (Product, Engineering, Operations Leadership, Analytics, etc.) to prioritize and maximize the impact of your projects
  • Implement and evangelize process improvements across the Engineering org
  • Streamline collaboration with external partners and vendors to ensure seamless integration of third-party products and services
  • Drive decision-making, fostering alignment and accountability while dealing with ambiguity
  • Provide mentorship to more junior team members
  • A Staff TPM bridges the gap between technical intricacies and overarching company goals, ensuring streamlined progress and optimal outcomes for cross-functional projects and programs
  • Partner closely with Engineering Managers and Product Managers to review priorities and project/program statuses
  • Lead or attend Agile ceremonies and other process meetings with cross-functional teams, ensuring alignment and addressing potential roadblocks
  • Coach PDE teams in improving squad-level processes
  • Collaborate with stakeholders in meetings or async on priorities, process and status updates, ensuring alignment across the organization
  • Contribute to risk assessments, resource allocation discussions, and strategic planning sessions
  • Collaborate with external partners, ensuring seamless integration and timely project execution

Application process

  • 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

Otta's take

Theo Margolius headshot

Theo Margolius

COO of Otta

Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.

The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.

Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.


Top investors

Few candidates hear
back within 2 weeks

-6% employee growth in 12 months


Funding (last 2 of 7 rounds)

Sep 2021



Jul 2017



Total funding: $335m

Company benefits

  • Health and wellness: Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.©
  • Generous time off: We encourage you to take time off (seriously) and get the rest you need to do your best work.
  • Paid parental leave: We welcome new additions to your family with 12-18 weeks of parental leave.
  • Matching benefits: We offer a 401(k) match and a match on qualified student loan payments
  • Equity: Gain stake in Betterment’s success with company equity grants.
  • Free food: Snacks, beverages, and catered lunches at our NYC HQ
  • Long-term health resources: We provide LGBTQIA+ transition and fertility support.
  • Find your community: Make connections through seven employee affinity groups and a social calendar of hybrid events.

Company values

  • Pursue happiness
  • Start with the customer
  • Build relationships beyond the task
  • Own it and lead it
  • Iterate to breakthrough
  • Embrace efficiency
  • Create enduring quality

Company HQ

Flatiron District, New York, NY


Jonathan Stein

(Board Member)

After studying Economics at Harvard, Jonathan worked as a Consultant at First Manhattan Consulting Group for over 4 years. He founded Betterment in 2007, serving as CEO until 2020 when he stepped down to Chairman of the Board.

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