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Betterment // online financial advisor
Marketing, Full Time    New York, New York    Posted: Wednesday, February 17, 2021
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Betterments B2B business lines, Betterment for Business (B4B) & Betterment for Advisors (B4A), aim to deliver disruptive finance technology solutions to businesses in the same manner we have to consumers since 2010. To help scale these initiatives, were seeking a seasoned B2B marketer to join the team. 

The Senior Marketing Manager, B2B will design & aid in the execution of growth strategies for Betterments 401k & Advisor business lines. This position will develop & put into practice a comprehensive lead gen marketing strategy for both products across email, content, digital lead gen advertising, & event channels. As the Senior Marketing Manager, B2B you will systematize the development & own the creation of templated collateral & materials used by the sales organization.

A Day in the Life:

  • Accelerate the growth of Betterments two Institutional B2B business lines: Betterment for Business (B4B) & Betterment for Advisors (B4A)
  • Lead & implement marketing strategy, spanning marketing areas including positioning, lead generation/nurture, sales enablement, & CRM efforts across multiple target audiences & lifecycle stages
  • Own the cross-business unit strategy execution for key channels including conferences & events
  • Execute digital marketing automation & analyze performance metrics
  • Collaborate cross-functionally & resourcefully to get things done across product, sales, engineering & corporate brand & PR groups
  • Implement B2B2C engagement tactics to expand existing client relationships through education, thought leadership & promotions

What Were Looking For:

  • Highly experienced in B2B marketing, including MQL & SQL
  • Highly experienced with marketing & CRM tech for lead generation & nurturing
  • Experience creating sales enablement materials 
  • Proficient with budget planning & performance reporting skills
  • Indirect or direct experience mentoring or managing direct reports 
  • An ability to initiate & steer projects to completion
  • Experience working with 401k or financial services technology a plus

What Being at Betterment Means for You:

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

  • Youll join a Community: 
    • Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, & celebrations.  
    • Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, & regular knowledge sharing.
  • Youll stay Happy & Healthy:
    • Regardless of where you are, we will ensure you're well set up & cared for, through gym reimbursements, a customizable workstation, enrollment in our 401(k) service, flexible parental leave, & a whole suite of thoughtful benefits. 
    • Youll have unlimited paid personal & vacation days, & a team that cares about your whole life, not just what youre working on.
  • Youll Learn & Grow:
    • Enhance your skills & abilities through Betterment University courses & additional spending for outside learning. 
    • Contribute to our knowledge & transparent workspace through mentoring & career coaching programs, weekly company meetings, show & tells & BetterDev.  

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  

About Betterment

Betterment is the largest independent online financial advisor with more than $22 billion in assets under management. The service is designed to help increase customers long-term returns & lower taxes for retirement planning, building wealth, & other financial goals. Betterment takes advanced investment strategies & uses technology to deliver them to more than 500,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, & Betterment for Business. Learn more.

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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