Betterment · 1 day ago
Sr. Product Manager, Employer Recordkeeping
New York, NY
Full-time
Hybrid
Senior Level
$140K/yr - $165K/yrBetterment is a leading, technology-driven financial services company that offers investing and retirement solutions. The Senior Product Manager for Employer Recordkeeping will shape the systems for processing and safeguarding contributions and transactions, ensuring compliance and operational efficiency.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Driving the Employer Recordkeeping roadmap — executing on customer and organizational priorities while identifying and advocating for enhancements that strengthen the platform’s long-term foundation
Partnering with Legal, Compliance, and Operations to ensure the recordkeeping systems meet regulatory requirements while maintaining operational excellence
Deeply understanding the intricacies of employer recordkeeping — including contribution processing, reconciliation, and data integrity — and advocate for system improvements that strengthen accuracy and auditability
Working closely with Engineering to define requirements, prioritize initiatives, and navigate trade-offs between scalability, compliance, and efficiency
Conducting customer and competitive research to inform the direction of our platform and ensure it continually exceeds customer expectations
Collaborating with cross-functional partners to define what governance and controls should look like in a best-in-class recordkeeping platform
Building narratives and frameworks that help Betterment leadership align on the long-term platform vision and the customer needs it will drive forward
Qualification
Required
Product Management experience, ideally in financial services or financial technology
A focus on recordkeeping or back-end financial operations is strongly preferred
Deep curiosity and aptitude for mastering complex, regulated domains
Self starter with demonstrated success leading cross-functional collaboration with Legal, Compliance, Operations, and Engineering teams
Strong communication skills and the ability to clearly articulate technical and compliance-driven topics to diverse audiences
Experience balancing short-term delivery with long-term strategic planning
Analytical mindset and comfort using data to inform product decisions
Obsessive attention to detail and strong organization skills in a fast-paced environment
A passion for designing systems that enable both growth and trust
Benefits
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
401(k) with employer match
Flexible PTO policy
Generous parental leave
Meaningful opportunity for community building through our 7 Employee Resource Groups
Dedicated professional development opportunities
Lunch from our in-house chef at our NYC headquarters
Company
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Founded in 2008
201-500 employees
H1B Sponsorship
Betterment has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$435MKey Investors
TreasuryORIX Growth CapitalSharesPost Investment Management
2021-09-29Series F· $60M
2021-09-29Debt Financing· $100M
2021-04-30Series Unknown
Leadership Team
John Mileham
CTO
Jon Stein
Founder and Board Member
Recent News
New Orleans CityBusiness
2025-12-30
Menlo Ventures
2025-12-24
Company data provided by crunchbase