# Sr. Manager, Licensed Customer Experience at Betterment

- Company: Betterment
- What the company does: 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.
- Company website: https://www.betterment.com/
- Type: Startups
- Level: Senior
- Location: Betterment HQ - New York City
- Work setup: On-site
- Pay: $145K to $165K base salary per year (USD)
- Posted: 2026-06-23
- Apply by: 2026-10-08
- Apply: https://www.betterment.com/careers/current-openings/job?gh_jid=8014433&gh_jid=8014433
- Page: https://www.1752.vc/careers/jobs/betterment-sr-manager-licensed-customer-experience/

## 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

Tags: Financial Advice