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Betterment // online financial advisor
Betterment HQ - New York City    Posted: Wednesday, October 05, 2022
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About Betterment:

Betterment is a leading, technology-driven financial services company that offers investing & retirement solutions for retail investors & investment advisors as well as financial wellness solutions, including a 401(k) for small & medium-sized businesses. Our growing team of 400+ is passionate about our mission to make peoples lives better. Were headquartered in NYC, with hubs in Philadelphia & D.C, & offer in-office, hybrid, & remote working based on role & location.

About the Role:

As our Senior Director of HR & Workplace Experience, you will be responsible for setting, enforcing, & evaluating HR policies, procedures, & best practices, & identifying & implementing long-term strategic talent management plans. We are looking for a leader who is both strategic & hands-on to define & execute the HR strategy. You will further build out the HR function for efficiency & effectiveness to accelerate Betterments business by enabling people & teams to do their best work. Reporting to the Chief People Officer, you will champion our values & develop, launch, & embed programs to support all employees to deliver on their ambitious goals across our NYC based & distributed populations. You'll identify gaps in current practices & develop high impact programs & interventions, whilst adopting an employee-centric approach when addressing key moments that matter to employees through the employee lifecycle.

Your goal is to act as a thought partner to our Leadership Team & People Team Leadership ensuring the employee engagement strategy aligns with the business priorities & focus areas.

Please note this is a role based out of our NYC HQ.

A Day in the Life:

  • Build highly scalable processes through the employee lifecycle, including overseeing & leading the bi-annual performance review process, the annual engagement survey & action planning process while achieving ambitious engagement goals, & monitor progress & changes to keep senior leadership team informed of organizational health
  • Identify key performance indicators for the human resources & workplace experience function & assess organizations success & market competitiveness based on these metrics 
  • Enable Betterments employer value proposition & create actionable steps to  position us as a top employer through people-centric best practices & promote employee engagement
  • Provide both strategic & functional expertise, thought leadership & coaching as an active member of the People Leadership Team
  • Oversee people data & analytics to ensure data-driven decision-making, incorporating feedback from engagement surveys, 1:1s, exit interviews, etc., creating effective people programs
  • Develop an innovative & inclusive employee experience strategy for a scaling organization in multiple locations, enabling a thoughtful practice to meet department needs
  • Leverage data & analytics to understand employee engagement & opportunities to enhance retention & satisfaction, lead change management efforts as it relates to human capital
  • Identify risks & opportunities through the lens of the People community & make appropriate recommendations as to further the growth of the company

What Were Looking For: 

  • Demonstrated success translating the vision, purpose, & strategy of the business to design & implement a relevant & meaningful employee life cycle
  • Experience supporting a distributed workforce across large & small offices, as well as fully remote employees, having extensive experience in people development, coaching, & mentoring
  • Ability to use People reporting & analytics in generating insights & presenting findings back to the business, as well as tracking & disseminating key data
  • Demonstrated success in furthering company DEIB strategy & implementing initiatives that have resulted in measurable impact on employee engagement & retention
  • Experience building successful people programs & initiatives, consensus, & comfortable having both strategic & tactical responsibilities
  • Substantial knowledge of progressive HRBP leadership experience and  employment laws & regulations
  • Experience building strong, effective & trusted relationships & networks, ability to influence & articulate a variety of issues to different audiences, tailoring messages accordingly, as well as with incident management & emergency/crisis response teams & efforts
  • Strong planning & project management skills centralized around employee development, stakeholder management, business acumen, & partnership; experience with forecasting, adhering to budgets & managing costs
  • Expertise in anticipating issues across the organization & recognizing opportunities & proactively developing initiatives

What Being at Betterment Means for You:

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, & continuing on a journey of non-stop growth & evolution. 

Youll join a Community that Cares: 

  • Betterment is a place to bring your whole self & make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, & regular knowledge sharing.
  • Join one or more of our 6 Employee Resource Groups as a member or an ally, & help us shape Betterments culture & product for years to come.

Youll stay Happy & Healthy:

  • We will ensure you're set up & cared for with a customizable workstation, benefit packages that fit your needs (including infertility support & World Professional Association for Transgender Health approved benefits), a Self Care stipend of $600 per year to invest in your wellness however you see fit, as well as additional professional development opportunity.
  • Youll have flexible paid time off, & a team that cares about you, not just what youre working on.

Youll Learn & Grow:

  • Enhance your skills & abilities through Betterment University courses & additional allowance for outside learning. 
  • As part of a team that values knowledge sharing & transparency you can opt into mentoring & career coaching programs as well as weekly company meetings.

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of meetings with your future colleagues in the weeks following your application.

Throughout the interview process, well look to learn more about your skills, experiences, capabilities, & motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 2-3 weeks to make a hiring decision, depending on your availability & sense of urgency. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that were unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, & our hiring team simply doesnt have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support & advocate for you through the interview process, so please let us know how we can help. 

Come join us!

Were an equal opportunity employer & comply with all applicable federal, state, & local fair employment practices laws. We strictly prohibit & do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity & status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. 

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