drjobs Director Broker Channel Sales

Director Broker Channel Sales

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

$ 170000 - 185000

Vacancy

1 Vacancy

Job Description

About Betterment

Betterment is a leading technologydriven 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 mediumsized businesses. Our team is passionate about our mission: making peoples lives better. Were headquartered in NYC and offer hybrid NYbased positions (three days/ week inoffice).

About the role

The Director of Broker Channel Sales will be vital in formulating and executing our gotomarket motion focused on referral partners (Benefit Brokers Accountants) for our Betterment at Work business line. This role will be responsible for new partner acquisition and net new bookings and will oversee a Channel Sales Manager and team of full cycle account executives. The Director of Broker Channel Sales will collaborate closely with the Head of Retirement for our Financial Advisor channel and the Head of Direct Sales.

This role is out of state optional but NYC preferred. Below weve 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 Betterments total compensation package for employees.

  • New York City: $170000 $185000 Commission

We offer a competitive equity package health dental and vision benefits life and AD&D shortterm and longterm disability insurance EAP commuter/parking FSA/HSA and a 401(k) offering with employer match as well as a 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 Tuesday through Thursday weekly.

A day in the life

  • Acquire and drive revenue from new national partners in the Benefit Broker Accountant and HR Consultancy verticals
  • Evolve value proposition and pitch for the Betterment at Work platform to drive adoption
  • Collaborate on partner and deal level opportunities across Direct and Financial Advisor channels to optimize broader business GTM
  • Develop and motivate a highperforming team
  • Communicate forecasts pipeline and key business metrics bimonthly to executive stakeholders using metric driven process
  • Design and implement the Referral Partner Playbook for Benefits Brokers and Accountants (at a minimum) including all software tools messaging and outreach methodologies
  • Create event strategies executing them to meet and exceed revenue targets
  • Ensure effective and consistent use of Salesforce
  • Provide voice of the partner client and industry to marketing and product management to drive roadmaps

What were looking for

  • 7 years of partnership sales experience working in B2B tech/SaaS sales and payroll/HCM or retirement services
  • 3 years of experience and strong expertise working with referral partners
  • 3 years of demonstrated success with leading frontline quotacarrying team
  • Expertise in the latest prospecting tools and methodologies
  • Curiosity and interest in financial products and retirement planning
  • Demonstrated track record of inspiring and mentoring a highperformance team
  • Ability to give and receive feedback you will collaborate with our sales team to drive process improvements
  • Experience with sales technology stacks like Outreach and Salesforce

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 peoples lives better.

We set audacious goals

We set them for the company our customers and ourselvesand we wont stop until we reach them. We dont just show up; we give our all then celebrate our wins.

We value all perspectives

When we collaborate were 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 inhouse chef three days a week at our NYC headquarters

What happens next

Well take a few weeks to review all applications. If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues.

In the interview process well 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 35 weeks to make a hiring decision depending on your availability and sense of urgency. As a best practice we aim to interview at least 23 final round candidates before making a hiring decision. Please note that as we usually receive an overwhelming number of applications for open positions were 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 mayredactor remove ageidentifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized forredactingor removing this information.

Come join us!

Were 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.

EVerify Statement

Betterment participates in EVerify. We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization. Please note that we do not use this information to prescreen job applicants.
EVerify Notice
EVerify 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 thirdparty 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 .


Required Experience:

Director

Employment Type

Full Time

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