Director of Product, Broker-Dealer

Betterment is a leading, technology-driven financial services company that offers investing, savings 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, with no required office days during the summer and winter holidays).

• Oversee the Product teams responsible for our portfolio management, trade execution, recordkeeping, high-yield cash and market data platforms, which are fundamental to our role as an investment manager and custodian for our clients.
• Deeply understand our target clients, championing functionality that enriches their asset management experience and drives business value.
• Ensure that PMs and engineers in the Broker-Dealer domain understand the business and strategic context behind their work. 
• Dive into the technical weeds of high-impact project efforts that require additional support and cross-functional alignment
• Use AI-driven workflows and prototyping to accelerate the product development lifecycle and enable better team velocity and collaboration
• Balance and find throughlines between the  needs of investors across all three lines of business: retail clients, advised clients, and 401(k) participants.
• Define and track the metrics that matter for platform health, from trade execution quality to reconciliation accuracy, and hold a high bar for operational excellence.
• Communicate with conviction the Broker-Dealer’s roadmap priorities and tradeoffs to executives and stakeholders alike, translating deep technical work into business impact.
• Partner with Operations leadership to ensure staff have the proper tools to manage rapidly expanding cash and brokerage systems.
• Hire, manage, and develop a team of high-performing PMs.

• 8-12 years of product management experience leading products in complex technical domains. Prior experience in trading or investment platforms is a significant plus. 
• Technical fluency to engage credibly with engineers on system design, data flows, and platform tradeoffs.
• Experience managing, leading, and developing a team of product managers.
• Strong storytelling skills to distill complex technical concepts into accessible information for partner organizations and clients.
• Comfort operating at multiple altitudes: setting multi-year platform strategy one day, unblocking a mutual fund edge case the next.
• Creative problem-solving skills to deliver innovative functionality within regulatory and technical constraints.
• A self-starter with proven success in launching products in collaboration with a broad set of stakeholders.
• Strong analytical abilities and enthusiasm for data-driven decision-making.

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.

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.

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’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

• We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
• Ownership: Equity for all employees, including new hire and refresher grants.
• Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Growth: Company-paid professional coaching for all employees.
• Wealth: Day-one 401(k) match plus matching on qualified student loan payments.

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.

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.