Investment Strategist

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing, savings 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, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).

About the role

Betterment’s Investment Strategy Team provides the domain expertise required to manage Betterment’s portfolios and communicate the platform’s investment offerings to our clients. Integrated closely with the Capital Markets, Operations, Engineering, Product, Post-Sales, and Marketing teams, we engage in rigorous investment research, author content, advise on product development, and meet with clients to drive our business. As an Investment Strategist, you will primarily be responsible for contributing to our investment process and investment education across internal and client channels. You will also be responsible for running team processes related to portfolio monitoring and will report to the Director of Investing.

We’re seeking someone analytically minded, with a passion for financial markets and making investing better, combined with a strong attention to detail. To be successful in this role, you will be curious and hands-on. You will be joining a team that cares deeply about the product, doing the right thing, and motivating others to always keep the common goal in mind. We utilize AI to conduct research, automate recurring workflows, and review our output, and we expect new team members to drive this even further. This role will also provide exposure to each of Betterment’s retail customer, financial advisor, and 401(k) plan sponsor lines of business.

This role is based out of our NYC office. Below we've reflected the base salary range 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: $130,000-$155,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A day in the life

- Lead meetings and webinars with prospects and clients, such as 401(k) plan sponsors and advisors, serving as an expert on Betterment’s investment platform

- Research and write content on the performance of financial markets and the macroeconomy and how both have influenced returns of Betterment investment portfolios

- Own recurring workflows involving the updating and maintenance of portfolio allocations and our fund selection

- Create portfolio management related materials for internal and external audiences, including slides presented to the Betterment Executive Investment Committee

- Help our sales teams win: run investing trainings for Betterment at Work and Betterment Advisor Solutions sellers, and build talk tracks

- Engage our third-party asset manager partners in maintaining and launching their investment portfolios and products on our platform

- Answer client and internal stakeholder questions on Betterment’s approach to investing

- Interface with compliance and legal teams to help ensure appropriate governance and documentation of Betterment portfolio management and advice

What we’re looking for

- 5-8 years of experience in financial services

- Experience communicating finance and investing related topics externally and/or prior experience in a client facing role strongly preferred

- Experience using AI tools to speed up research, problem solving, and recurring workflows

- Experience with FactSet and/or Bloomberg

- Retirement industry experience is advantageous but not required

- Exper