Sr. Manager, Operations
Sr. Manager, Operations
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$ 120000 - 145000
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 Sr. Manager Operations role is highly visible and hybrid in nature as it calls for interactions with a number of teams under the Operations umbrella including but not limited to internal & clientfacing operations and working with crossfunctional teams for all of our business lines. The role will encompass process improvement people management project management senior stakeholder communications and more.
This role is based out of our NYC office. For jobs based out of our NYC HQ we require in office attendance Tuesday through Thursday weekly. 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: $120000 $145000
We offer a competitive equity package health dental and vision benefits life and AD&D shortterm and longterm 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
- Serve as Lead Project Manager for Operations projects which require technical knowledge of both Betterment products as well as Operations processes. Collaborate with a variety of teams including but not limited to product engineering legal and compliance to drive these projects to completion
- Primary liaison and point of contact for vendor relationships with Betterment. Research and grow additional relationships with other companies/platforms accordingly
- Manage a team of (6) associates; develop their career trajectories as thought partners in identifying and executing process improvements in Operations
- Drive a culture of accountability feedback and continuous improvement.
- Set clear performance expectations and development plans for direct reports.
- Serve as the primary resource for metrics around Ops processes and deliverables. Manage meetings with respective teams and identify opportunities for growth and/or improvement both individually and as a team
- Create reporting for the CEO and deliver status reports/metrics in standing meetings
- Partner with current stakeholders to make sure the team is adequately trained to handle current deliverables
- Work with Operations managers to build robust training programs and increase visibility so that opportunities to learn and advance skill sets are not siloed
What were looking for
- 5 years of operations experience in a highly regulated environment preferably in financial services wealth management custody or brokerage
- 2 years of people management experience with demonstrated success coaching earlycareer talent
- Deep knowledge of KYC asset transfer processes and regulatory documentation requirements (preferred)
- Proven ability to lead through ambiguity drive change management and build team engagement
- Analytical mindset with the ability to leverage metrics to diagnose issues and measure improvement
- Strong project management and stakeholder communication skills
- Experience partnering with Risk Compliance or Legal teams a plus
- Series 99 and SIE licenses (or willingness to obtain)
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:
Manager
Employment Type
Full Time
