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Betterment // online financial advisor
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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:

At Betterment, we work constantly to maximize every dollar our customers have entrusted us with. Data plays a critical role in both business analytics & the customer journey. Its core to everything from understanding our competitive position to our B2B sales funnel to our pursuits in acquiring retail customers, to how we monitor the performance & adoption of our products.

The analytics team operates with a 360-degree view of the company, partnering across the business to help shape strategy, identify opportunities & influence product decisions that create the best experience for our users. Projects range from creating beautiful dashboards that provide a pulse on the business to developing data infrastructure that enables the entire analytics team to answer key strategic questions such as growth, customer behavior & production adoption.

In this role, you will be a Lead Analyst with the ability to have a direct impact working across our business lines. You will partner closely with our product, engineering, finance, strategy, customer support & marketing teams to improve business performance. 

We are looking to hire this role based in our NYC office location, where we offer hybrid working conditions. 

A Day in the Life:  

  • Collaborate with stakeholders such as product, marketing & sales to create actionable insights & recommendations for change through data-driven analysis
  • Partner with product management end-to-end on analytics: implement Segment tracking alongside engineering, quantify the impact of features through A/B testing, monitor performance & understand customer behavior
  • Create intuitive data visualizations that help senior leadership make key decisions
  • Build models to understand customer behavior, segmentation & natural language processing (NLP)

What Were Looking For: 

  • The powerful combination of technical expertise, curiosity & business acumen
  • Experience understanding customer behavior metrics, such as funnel conversion, user churn, lifetime value (LTV) & cross-sell metrics
  • A knack for distilling raw data into compelling stories with actionable recommendations 
  • Willingness & ability to take ownership of critical business reporting
  • Experience creating & maintaining dashboards with Looker or other BI tools
  • Strong SQL skills & a desire to advance your technical abilities
  • Experience using product analytics tools such as Segment & Mixpanel
  • Strong communication skills & ability to work across disciplines while building rapport with stakeholders 
  • Experience with experimentation & hypothesis testing

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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