Strategic Sales Manager

Summary

Join Betterment as a Sales Executive and drive growth in the Pacific Northwest! This crucial role focuses on securing new business with RIAs and financial advisory firms. You will build and maintain client relationships, develop sales strategies, and collaborate with cross-functional teams. Success requires proven sales experience in financial services, specifically within advisor custody. Betterment offers a competitive compensation package including base salary, commission, equity, and comprehensive benefits.

Requirements

• 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions)
• Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
• Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
• Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
• Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
• Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
• Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process

Responsibilities

• Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West region
• Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions
• Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
• Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West territory, while managing time effectively across a wide geographic region
• Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
• Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West
• Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership

Preferred Qualifications

• Experience working with RIAs or wealth management firms in the West region
• Familiarity with the Betterment Advisor Solutions platform and/or digital advisory solutions
• Bachelor’s degree in Business, Finance, or a related field

Benefits

• Competitive equity package
• Health, dental, and vision benefits
• 401(k) offering with employer match
• Flexible PTO policy
• Variable compensation through a commission bonus
• 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
• 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