Betterment · 5 days ago
Sr. Product Manager, Investor
Betterment HQ - New York City
Full-time
Hybrid
Senior Level
$147K/yr - $173K/yr
5+ years expBetterment is a leading, technology-driven financial services company that offers investing and retirement solutions. The Senior Product Manager will help define and deliver a modern investing experience, focusing on client understanding and clarity in automated financial advice.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Own the product vision for the investing experience, helping clients understand their portfolios, performance, and progress toward their goals
Design clear, intuitive experiences that communicate the financial value of Betterment’s automated advice, tax optimization, and portfolio decisions
Partner deeply with design to deliver modern, visually clear experiences that balance sophistication with approachability
Work closely with engineering to define solutions and tradeoffs, while actively questioning assumptions and default approaches before converging on an implementation
Translate changes in portfolio or tax strategy into clear, trustworthy client-facing experiences
Define and track success metrics tied to real client outcomes, and use data, experimentation, and research to continuously improve the product
Lead cross-functional work across design, engineering, investing, portfolios, custody, and data to deliver scalable, durable solutions
Qualification
Required
Senior-level product management experience building consumer-facing products within fintech, financial services, or a closely related regulated domain
A passion for designing intuitive, thoughtful, and visually compelling user experiences
Comfort with investment concepts, markets, and portfolio mechanics; deeper financial literacy is a strong plus
Strong analytical judgment and a data-informed approach to product decision-making, with experience collaborating closely with engineering, design, and subject-matter experts in regulated domains
Ability to translate complex systems such as performance calculation, rebalancing, or tax strategies into experiences that build client understanding and trust
Excellent communication and storytelling skills, with the ability to articulate product direction and influence cross-functional stakeholders
A self-starter who can craft a long-term vision while executing quickly against near-term priorities, with a demonstrated ability to operate in ambiguous problem spaces, question assumptions, and distinguish real constraints from legacy decisions
Obsessive attention to detail and a high-quality bar, especially in areas that directly impact client 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
Variable compensation in the form of a company incentive bonus
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
Generous parental leave
Flexible paid time off
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.
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
2026-01-13
New Orleans CityBusiness
2025-12-30
Company data provided by crunchbase