Sr. Manager, Account & Transfers Operations

Betterment(1 day ago)

HybridFull TimeManager$120,000 - $145,000Operations

About this role

Betterment is a NYC-headquartered, technology-driven financial services company offering investing and retirement solutions. The Sr. Manager, Account & Transfers Operations is a senior leadership role based in New York City overseeing the Account & Transfers Operations function and contributing to broader operations strategy. This position is hybrid (four days/week in-office) and focuses on scaling transfer capabilities and improving customer outcomes.

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Required Skills

Transfers
ACATS
DTC
Trusts
IRAs
Mutual Funds
People Leadership
SLAs
Risk Controls
Process Improvement

+5 more

About Betterment

betterment.com

Betterment is a digital financial-advice and automated investing platform that helps individuals save, invest, and plan for retirement with goal-based "buckets" and tailored portfolios built from low-cost ETFs. Operating as a fiduciary robo-advisor, it offers guided investing, automated rebalancing, tax-smart strategies, and cash management products (Checking via nbkc bank and a high-yield Cash Reserve). Customers can pay for access to licensed human advisors (Premium plan) while account protections include SIPC coverage for securities and FDIC insurance for cash programs. The service emphasizes ease of use, adjustable risk profiles, and expert-led portfolio management.