Technical Program Manager, Broker Dealer

About Betterment

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. Were 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).

About the role

As a Technical Program Manager supporting Betterments Broker Dealer and Investor divisions you will play a critical role in driving execution coordination and operational clarity across highly interconnected and interdisciplinary teams. Youll work alongside quantitative researchers engineers compliance partners and product leaders who care deeply about getting it right and who will notice and appreciate a TPM who makes their work easier and faster.

This role is an early-stage opportunity to help define what great TPM practice looks like at the intersection of many of Betterments most technically complex domains broker-dealer infrastructure quantitative research and investor-facing products at a time when the division is executing its most ambitious roadmap yet.

Youll start by owning a focused portfolio of high-stakes initiatives with a clear path toward broader strategic ownership as you build context and credibility across the division.

A Day in the Life

• Partner with cross-functional stakeholders to translate ambiguous ideas into structured projects with clear roles comms channels and measurable deliverables and timeframes
• Drive alignment and foster communication across stakeholders to create accountability on delivery targets and strengthen decision-making confidence and speed
• Maintain accurate and concise project documentation from planning through post-launch
• Track timeliness dependencies risks and action items across multiple projects and provide consistent concise audience-tailored status updates
• Act as the primary TPM partner for Betterments team of quantitative researchers and subject matter experts providing hands-on support across planning execution and stakeholder alignment to ensure momentum clarity and follow-through

This role is based out of our NYC office. For jobs based out of our NYC HQ we require in office attendance Monday 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: $100000- $120000

We offer a competitive equity package health dental and vision benefits life and AD&D short-term and long-term 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.

What were looking for

• Ability to independently manage multiple concurrent workstreams maintaining structure and follow-through to ensure details decisions and commitments are met
• Demonstrated focus on execution with experience streamlining workflows improving delivery rhythms and reducing operational friction
• Ability to build alignment around structured execution practices by helping teams build intrinsic buy-in on practical value of clarity in scope ownership and sequencing
• Strong communication skills with the ability to translate between technical and non-technical stakeholders and tailor messaging to the audience and context
• Proven ability to collaborate effectively across multi-disciplinary teams building trust and driving alignment in support of shared delivery goals
• Curiosity and a growth mindset with interest in developing technical program management skills and deepening domain knowledge over time

Qualifications

• 3 years of experience in project and program management or delivery operations in software development or investment management space
• Experience supporting investment products or platforms in a regulated environment and downstream impacts on reporting operations and regulatory obligations
• Demonstrated ability to build strong working relationships across cross-functional teams
• Proficient in iterative delivery workflows and tools such as Jira or Confluence
• Clear written and verbal communication skills across various audiences

Nice to have

• Experience with Agile methodologies and SDLC
• Exposure to securities lifecycle concepts (order placement execution settlement custody) either through direct platform work or close partnership with engineering and operations teams

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 in-house chef 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 3-4 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 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 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 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.

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.

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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 third-party 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 .