Demand Generation Marketing Manager, Betterment for Advisors

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing 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 : making people's lives better. We're headquartered in NYC, and offer hybrid NY-based (three days / week in-office) and select, non-NY-based remote positions.

About the role

Betterment for Advisors is a leading RIA custodian that empowers financial advisors to grow their businesses and deliver personalized planning services to clients.

We are at the forefront of wealth management technology, and pride ourselves on delivering exceptional products to the independent firms we serve.

Betterment's B4A Marketing Team is seeking a driven marketer to lead the development and implementation of demand generation strategies for our rapidly growing advisor business line.

Reporting to our Sr. Advisor Marketing Manager and working closely with the broader Acquisition Marketing and Betterment for Advisors organizations, you will be expected to ensure top-of-funnel lead generation and manage our media buying processes.

You will also be the go-to expert on all things marketing automation, building our lead routing, scoring, and nurture practices using Hubspot.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance.

The range listed is just one component of Betterment's total compensation package for employees.

New York City : $110,000 - $125,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA / HSA, and 401(k) with employer match as well as a flexible PTO policy.

This job may also be eligible for variable compensation in the form of a company incentive bonus. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.

A day in the life

• Develop and implement full-funnel B2B demand generation programs in partnership with Advisor Marketing team lead to reach ideal customers, increase brand awareness, and drive customer acquisition
• Design and optimize multi-channel campaigns to drive qualified inbound pipeline growth
• Own lead generation and pipeline targets
• Steer lead nurture and scoring practices, partnering closely with Marketing Operations and Sales
• Collaborate closely with Content team, designers, and subject matter experts to produce compelling inbound content
• Manage quarterly budget and media planning end-to-end, from vendor vetting to tracking and paid channel performance analysis
• Ensure consistent alignment with Sales on target accounts and lead quality
• Establish closed-loop analytics with Sales to understand how our inbound marketing activity turns into customers, and continually refine conversion strategies
• Use data-driven analysis to identify trends, measure campaign effectiveness, and inform decision-making
• Present campaign insights and performance reporting to stakeholders across Marketing and Sales leadership

What we're looking for

• 5+ years experience in B2B demand generation at a high-growth SaaS startup
• Strong communication and stakeholder management skills
• Business acumen with a focus on quantitative goals
• Exceptional project management and organizational skills
• Experience with media planning and allocating budgets toward brand awareness and lead generation tactics for B2B businesses
• Experience managing to a revenue target and building a tops-down plan to ensure pipeline generation
• Experience using Hubspot and Salesforce (or similar marketing automation and CRM systems)
• Excellent written and verbal communication skills
• Analytical mindset with the ability to interpret data, draw insights, and optimize campaign strategies for the greatest down-funnel impact
• Collaborative team player who excels at building relationships and has a desire to learn
• Experience working with financial advisors or in the financial sector a plus, but not required

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission : making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves-and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We invest in you with :

A competitive suite of benefits, including : medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits;

and generous parental leave.

• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Lunch from our in-house chef three days a week at our NYC headquarters

What happens next

We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment.

Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision.

Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

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

Come join us!

We're an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws.

We strictly prohibit and 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 and 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.

E-Verify Statement

Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization.

Please note that we do not use this information to pre-screen job applicants.

E-Verify Notice

E-Verify Notice (Spanish)

Right to Work Notice

Right to Work Notice (Spanish)

CPRA Language - CA Applicants ONLY

We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities).

The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting.

To access the data that is collected, request deletion or to make updates to your candidate profile, please email redacted .