Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards. Backed by Bessemer and Menlo.
About the role
The Licensed Customer Experience Team at Betterment is the dedicated, white-glove support layer for our $100k+ customers—the power-users of Betterment. As a customer's net worth grows, so does the complexity of managing their money. The Licensed Customer Support Team is here to help.
What they're looking for
- People management experience leading customer-facing teams in financial services, CX, or operations, ideally in a licensed environment
- FINRA Series 65 or equivalent (Series 66 , CFP®)
- Proven coaching and performance management skills in a metric-driven support org (SLAs, CSAT/NPS, QA, and operational KPIs)
- Experience with modern service and CRM tools (e.g., Zendesk, telephony/CCaaS platforms, Salesforce/CRM) and comfort learning new systems quickly
- Excellent written and verbal communication, strong cross-functional collaboration, and the ability to lead through change in a fast-paced, high-growth environment
More about this role
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).
The Licensed Customer Experience Team at Betterment is the dedicated, white-glove support layer for our $100k+ customers—the power-users of Betterment. As a customer's net worth grows, so does the complexity of managing their money. The Licensed Customer Support Team is here to help.
When these customers have questions about their portfolios, performance, tax features, or how to get the most out of their Betterment accounts, this team of licensed fiduciaries is here to help (mostly over chat and email, but also via phone).
As the Senior Manager, Licensed Customer Experience , you will lead, coach, and develop this team of licensed Investment Adviser...
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