Job Description

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, 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).

About The Role

The Analytics team at Betterment is deeply integrated across the organization, forming strong strategic partnerships with nearly every function, including Product, Marketing, Engineering, Finance, Operations, and Sales. The team's primary function is to transform data into actionable insights that directly drive our company's strategy and execution priorities. They coordinate closely with stakeholders and senior leadership, ensuring that business priorities are based on informed decisions and influencing critical choices with their unique, data-driven perspective.

The Director of Analytics is tasked with aligning the Analytics team's efforts with the company's highest-level goals. This involves:

• Setting Vision & Strategy: Defining and executing on team roadmaps that influence organization-wide strategic direction. You will anticipate future organizational gaps and implement solutions to close them.
• Strategic Coordination: Partnering with senior leaders across Betterment to ensure the team is focused on the most impactful projects with maximum efficiency.
• Team Leadership & Development: Building a high-performing analytics team. You will focus on coaching your team to their highest impact.
• Technical Leadership: Maintaining a deep understanding of the core technologies used by the team. You will focus on technical enablement and connecting team members to domain owners, while serving as a technical anchor—ready to step in and contribute to high-stakes projects or complex problem-solving when needed.
• Storytelling & Influence: Serving as the most visible "face" of the Analytics organization. You will synthesize complex data into a cohesive narrative that identifies opportunities across lines of business.

This role requires both: a strong technical background to accurately assess the scope and effort of various initiatives, as well as exceptional communication and executive presence to effectively partner with peers and influence C-suite decisions.

This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $194,000 - $215,000

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.

A day in the life

• Manage the day-to-day execution of the Analytics team
  • Conduct the team’s standup, gaining context on progress, blockers, and shifts in priority
  • Have a 1 on 1 discussing career growth with a direct report
  • Assist a junior team member in a conversation regarding how best to visualize a particular finding
  • Catch up with the VP of Data and Engineering leads to communicate requirements for a new data domain
• Partner with stakeholders and leadership around the company to influence decision making
  • Discuss upcoming campaigns with the VP of Marketing, ensuring that we’re primed to measure the impact to cross sell and LTV growth
  • Attend a product kickoff meeting, advising on bias potential in the AB testing plan
  • Meet with the VP of Data and CEO to discuss Company OKR progress
  • Present a plan to update key metrics definitions to the Finance team, and strategize on rollout
  • Perform a quick ad-hoc analysis to help the VP of Finance tailor the annual financial plan
    

What We’re Looking For

• 10+ years of experience working in Analytics, preferably at a tech company with a web-based product and in close partnership with decision makers
• 5+ years of experience directly managing a team of 5+ analytics professionals
• Passion for solving complex business problems with data and transforming analyses into concise insights and recommendations
• A storytelling mindset, including an ability to understand the business context and identify actionable improvement opportunities
• Strong fluency in SQL and experience working with modern database and data warehousing technologies
• Ability to triage and prioritize efficiently across hoc requests and long-term projects, as well as identify and implement tools to effectively communicate and drive alignment around team priorities
• Expertise in crafting A/B tests and multivariate tests and guiding teams to appropriately interpret results and internalize their learnings
• Experience with the OKRs framework
• Ability to distill complex concepts and methodologies, and articulate insights to cross-functional teams and clients with varying levels of knowledge in this space

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 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!

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.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

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 team.hire@betterment.com .

Job Tags

Full time, Temporary work, Work at office, Local area, Monday to Thursday, Flexible hours, Shift work,

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