National Accounts Manager
Betterment
This job is no longer accepting applications
See open jobs at Betterment.See open jobs similar to "National Accounts Manager" Menlo Ventures.About Betterment
Betterment is a leading, technology-driven 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 medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.
About the role
The National Accounts Manager (called Advisor Relationship Manager internally) will be vital in building out and driving our Advisor relationships with firms across both our Advisor custody and record keeping businesses. This individual will grow revenue by identifying new home office level business opportunities and will drive those opportunities to close. They’ll also be responsible for maintaining and growing the ongoing partnership.
This role will report directly to the Head of Relationship Management in the Betterment for Advisors business segment.
This role will be remote or based out of the New York City headquarters. Below we've reflected the base salary range we would offer for this position. The actual compensation offered will be based on candidate experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.
- New York City: $110,000 - $120,000 + Commission
We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and 401(k) 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
- Identify and cultivate a pipeline of firm-level institutional relationships across both wealth and retirement prospects including top broker/dealers, aggregators and retirement plan specialists
- Sign new firm-level relationships with Financial Institutions to drive revenue for the custody and retirement platforms at Betterment
- Develop a joint GTM with the firm relationships you have brought on. Track and measure results and iterate where needed to improve outcomes
- Manage existing firm-level relationships to expand revenue with those firms
- Partner closely with marketing to develop marketing campaigns to activate new approved firm’s advisors and grow the total number of advisors
- Partner closely with the Relationship Management and Sales teams to effectively coordinate business development efforts within firms where we have the most opportunity
- Conduct business reviews with partners to ensure alignment and drive mutual benefits in the partnership
- Responsible for forecasting, pipeline management, and reporting of partner revenue and overall relationship
- Guide business unit strategy and manage monthly/quarterly results/narrative with executive stakeholders
- Ensure effective and consistent use of Salesforce
- Provide “voice of the client and industry” to marketing and product management to drive roadmaps
What we’re looking for
- 7+ years business development experience working in B2B FinTech sales and/or financial services
- 4+ years of experience and strong track record in relationship management with financial services firms, exceeding revenue targets throughout
- Strong understanding of the financial services industry, key firms and industry dynamics
- Experience and track record selling to and collaborating with C-suite executives at financial institutions
- Ability to articulate and manage performance expectations at executive level
- Expertise in the latest prospecting tools and methodologies
- Curiosity and interest in financial products and retirement planning
- Demonstrated track record of high performance
- High energy and willingness to learn
- Self motivated and adaptable to change
- 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
- Strong communication skills
- National travel expectations of 25-40% of your time
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 people's lives better.
We set audacious goals
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.
We value all perspectives
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 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
- Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️
- Lunch from our in-house chef three days a week at our NYC headquarters
What happens next
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!
Please note that 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.
Come join us!
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.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify Notice
E-Verify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
This job is no longer accepting applications
See open jobs at Betterment.See open jobs similar to "National Accounts Manager" Menlo Ventures.