Betterment · 11 hours ago
Sr. Manager, Account & Transfers Operations
Betterment HQ - New York City
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $145K/yrBetterment is a leading, technology-driven financial services company that offers investing and retirement solutions. The Sr. Manager, Account & Transfers Operations leads the team responsible for managing transfer workflows and improving processes to enhance customer experiences.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Lead and develop the Account & Transfers Operations team (internal associates and BPO agents) across all transfer-related workflows
Own SLAs, quality, and risk controls for transfers, ensuring accurate, timely, and consistent experiences for customers and advisors
Use your expert transfer knowledge to diagnose gaps, design better end-to-end processes, and increase completion rates while reducing manual workarounds
Partner with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to prioritize tooling, automation, and policy changes that make transfers faster and more self-serve
Use data (volumes, SLAs, errors, rework, escalations, CSAT/DSAT drivers) to identify bottlenecks and build business cases for improvements
Serve as the escalation point for complex transfer and account servicing issues; work with internal and external partners to resolve and prevent recurrences
Contribute to broader Operations strategy and planning, including roadmap input for 'best-in-class' transfers
Qualification
Required
Deep account and transfers operations expertise – Hands-on experience with ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds, and related servicing, including common failure modes and counterparty dynamics
Strong people leadership – Proven track record leading high-performing operations teams (internal and BPO), with clear expectations, coaching, and performance management
Operational excellence mindset – Rigor around SLAs, controls, and quality; constant focus on reducing manual work, errors, and turnaround times while maintaining regulatory standards
Cross-functional collaboration – Comfortable partnering with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to solve problems end-to-end and influence roadmaps
Analytical and outcomes-focused – Use data to prioritize, make trade-offs, and communicate clear narratives and recommendations to senior stakeholders
Preferred
Prior experience in brokerage or wealth management operations owning transfers and complex asset movements
Proven ability to improve transfer workflows (better turnaround times, completion rates, or new asset types/channels)
Experience managing BPO/vendor teams and the systems that support these flows (custody/ledger systems, transfer tooling, ticketing/workflow tools like Zendesk/Jira, reconciliation tools)
Benefits
Competitive equity package
Health, dental and vision benefits
401(k) offering with employer match
Flexible PTO policy
Variable compensation in the form of a discretionary 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 (and encouragement to use it!)
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
2026-01-22
2026-01-22
2026-01-22
Company data provided by crunchbase