Customer Engagement Marketing Manager, Betterment
Betterment at Work
$110-125k
+ Competitive Equity Package
More information about location
3 days a week in office
Banking and investment app
Open for applications
Banking and investment app
501-1000 employees
Open for applications
$110-125k
+ Competitive Equity Package
More information about location
3 days a week in office
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- Betterment’s B2B Marketing Team is seeking a driven marketing or communications professional to assist in the development and execution of engagement strategies for our rapidly growing 401(k) business line
- 3+ years experience in B2B Marketing or Corporate Communications
- Experience in the retirement or employer benefits industry a major plus
- Demonstrated self-starter with strong project management skills and ability to work independently
- Collaborative team player who excels at building relationships and has a desire to learn
- Excellent written and verbal communication skills
What the job involves
- Reporting to our Sr. Customer Engagement Marketing Manager and working with Betterment at Work teams, you will help engage plan sponsors (employers) and participants (their employees) via various marketing channels
- Facilitate creative project management workflow (e.g., coordinate with Creative and Compliance teams) and ensure on-time delivery of campaigns and initiatives
- Execute recurring webinars, including content development, subject matter expert coordination, webinar promotion, follow-up emails, and reporting
- Participate in quarterly and monthly planning sessions to develop a content and communications calendar for both plan sponsors and participants, including brief development
- Coordinate quarterly investment review content to educate our employer clients on market conditions that may affect their 401(k) plan
- Serve as connective tissue between Betterment at Work post-sale partners and assist with cross-functional project management (compliance, client experience, product and engineering)
- Grow into an internal subject matter expert on post-sale activities, providing a key point of view and customer voice in cross-functional contexts
Application process
- 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
Otta's take
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.
Insights
Few candidates hear
back within 2 weeks
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
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
Founders
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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