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Strategic Sales Manager– West Coast Territory, Advisor Custody
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. 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).
About the role:We are seeking an experienced and motivated Sales Executive to join our team, focusing on the West Coast territory of the United States. This role is critical in driving growth within the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms. As a key player in our sales team, you will collaborate with cross-functional teams to deliver tailored solutions that meet the needs of our clients while expanding our market presence.
Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed below is just one component of Betterment’s total compensation package for employees.
West Coast (Remote): Target OTE between $190,000 - $220,000
We offer a competitive equity package, health, dental, and vision benefits, and a 401(k) offering with employer match and a flexible PTO policy. This job is eligible for variable compensation through a commission bonus.
- Business Development: Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West Coast region
- Client Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions
- Sales Strategy: Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
- Territory Management: Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West Coast territory, while managing time effectively across a wide geographic region
- Collaboration: Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
- Market Expertise: Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West Coast
- Reporting & Forecasting: Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership
- Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions)
- Proven Track Record: Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
- Knowledge of Advisor Custody: Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
- Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
- Relationship-Building: Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
- Self-Motivated: Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
- Technology Proficiency: Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process
- Experience working with RIAs or wealth management firms in the West Coast region
- Familiarity with the Betterment Advisor Solutions platform and/or digital advisory solutions
- Bachelor’s degree in Business, Finance, or a related field
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
- Lunch from our in-house chef at our NYC headquarters
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.
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
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 team.hire@betterment.com.
