Technical Program Manager, Broker Dealer

Back to jobs New Technical Program Manager, Broker Dealer Betterment HQ - New York City Apply 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 As a Technical Program Manager supporting Betterment's Broker Dealer and Investor divisions, you will play a critical role in driving execution, coordination, and operational clarity across highly interconnected and interdisciplinary teams. You'll work alongside quantitative researchers, engineers, compliance partners, and product leaders who care deeply about getting it right, and who will notice and appreciate a TPM who makes their work easier and faster. This role is an early-stage opportunity to help define what great TPM practice looks like at the intersection of many of Betterment's most technically complex domains — broker-dealer infrastructure, quantitative research, and investor-facing products — at a time when the division is executing its most ambitious roadmap yet. You'll start by owning a focused portfolio of high-stakes initiatives, with a clear path toward broader strategic ownership as you build context and credibility across the division. A Day in the Life Partner with cross-functional stakeholders to translate ambiguous ideas into structured projects with clear roles, comms channels, and measurable deliverables and timeframes Drive alignment and foster communication across stakeholders to create accountability on delivery targets and strengthen decision-making confidence and speed Maintain accurate and concise project documentation from planning through post-launch Track timeliness, dependencies, risks, and action items across multiple projects, and provide consistent, concise, audience-tailored status updates Act as the primary TPM partner for Betterment's team of quantitative researchers and subject matter experts, providing hands-on support across planning, execution, and stakeholder alignment to ensure momentum, clarity, and follow-through 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:

$100,000- $120,000 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. What we're looking for Ability to independently manage multiple concurrent workstreams, maintaining structure and follow-through to ensure details, decisions, and commitments are met Demonstrated focus on execution, with experience streamlining workflows, improving delivery rhythms, and reducing operational friction Ability to build alignment around structured execution practices by helping teams build intrinsic buy-in on practical value of clarity in scope, ownership, and sequencing Strong communication skills, with the ability to translate between technical and non-technical stakeholders and tailor messaging to the audience and context Proven ability to collaborate effectively across multi-disciplinary teams, building trust and driving alignment in support of shared delivery goals Curiosity and a growth mindset, with interest in developing technical program management skills and deepening domain knowledge over time Qualifications 3+ years of experience in project and program management or delivery operations in software development or investment management space Experience supporting investment products or platforms in a regulated environment and downstream impacts on reporting, operations, and regulatory obligations Demonstrated ability to build strong working relationships across cross-functional teams Proficient in iterative delivery workflows and tools such as Jira or Confluence Clear written and verbal communication skills across various audiences Nice to have Experience with Agile methodologies and SDLC Exposure to securities lifecycle concepts (order placement, execution, settlement, custody), either through direct platform work or close partnership with engineering and operations teams 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 . Create a Job Alert Interested in building your career at Betterment? Get future opportunities sent straight to your email. Create alert Apply for this job

• indicates a required field Autofill with MyGreenhouse First Name
• Last Name
• Email
• Phone Country
• Phone
• 244 results found No results found Afghanistan +93 Åland Islands +358 Albania +355 Algeria +213 American Samoa +1 Andorra +376 Angola +244 Anguilla +1 Antigua & Barbuda +1 Argentina +54 Armenia +374 Aruba +297 Ascension Island +247 Australia +61 Austria +43 Azerbaijan +994 Bahamas +1 Bahrain +973 Bangladesh +880 Barbados +1 Belarus +375 Belgium +32 Belize +501 Benin +229 Bermuda +1 Bhutan +975 Bolivia +591 Bosnia & Herzegovina +387 Botswana +267 Brazil +55 British Indian Ocean Territory +246 British Virgin Islands +1 Brunei +673 Bulgaria +359 Burkina Faso +226 Burundi +257 Cambodia +855 Cameroon +237 Canada +1 Cape Verde +238 Caribbean Netherlands +599 Cayman Islands +1 Central African Republic +236 Chad +235 Chile +56 China +86 Christmas Island +61 Cocos (Keeling) Islands +61 Colombia +57 Comoros +269 Congo - Brazzaville +242 Congo - Kinshasa +243 Cook Islands +682 Costa Rica +506 Côte d'Ivoire +225 Croatia +385 Cuba +53 Curaçao +599 Cyprus +357 Czechia +420 Denmark +45 Djibouti +253 Dominica +1 Dominican Republic +1 Ecuador +593 Egypt +20 El Salvador +503 Equatorial Guinea +240 Eritrea +291 Estonia +372 Eswatini +268 Ethiopia +251 Falkland Islands +500 Faroe Islands +298 Fiji +679 Finland +358 France +33 French Guiana +594 French Polynesia +689 Gabon +241 Gambia +220 Georgia +995 Germany +49 Ghana +233 Gibraltar +350 Greece +30 Greenland +299 Grenada +1 Guadeloupe +590 Guam +1 Guatemala +502 Guernsey +44 Guinea +224 Guinea-Bissau +245 Guyana +592 Haiti +509 Honduras +504 Hong Kong SAR China +852 Hungary +36 Iceland +354 India +91 Indonesia +62 Iran +98 Iraq +964 Ireland +353 Isle of Man +44 Israel +972 Italy +39 Jamaica +1 Japan +81 Jersey +44 Jordan +962 Kazakhstan +7 Kenya +254 Kiribati +686 Kosovo +383 Kuwait +965 Kyrgyzstan +996 Laos +856 Latvia +371 Lebanon +961 Lesotho +266 Liberia +231 Libya +218 Liechtenstein +423 Lithuania +370 Luxembourg +352 Macao SAR China +853 Madagascar +261 Malawi +265 Malaysia +60 Maldives +960 Mali +223 Malta +356 Marshall Islands +692 Martinique +596 Mauritania +222 Mauritius +230 Mayotte +262 Mexico +52 Micronesia +691 Moldova +373 Monaco +377 Mongolia +976 Montenegro +382 Montserrat +1 Morocco +212 Mozambique +258 Myanmar (Burma) +95 Namibia +264 Nauru +674 Nepal +977 Netherlands +31 New Caledonia +687 New Zealand +64 Nicaragua +505 Niger +227 Nigeria +234 Niue +683 Norfolk Island +672 North Korea +850 North Macedonia +389 Northern Mariana Islands +1 Norway +47 Oman +968 Pakistan +92 Palau +680 Palestinian Territories +970 Panama +507 Papua New Guinea +675 Paraguay +595 Peru +51 Philippines +63 Poland +48 Portugal +351 Puerto Rico +1 Qatar +974 Réunion +262 Romania +40 Russia +7 Rwanda +250 Samoa +685 San Marino +378 São Tomé & Príncipe +239 Saudi Arabia +966 Senegal +221 Serbia +381 Seychelles +248 Sierra Leone +232 Singapore +65 Sint Maarten +1 Slovakia +421 Slovenia +386 Solomon Islands +677 Somalia +252 South Africa +27 South Korea +82 South Sudan +211 Spain +34 Sri Lanka +94 St.

Barthélemy +590 St. Helena +290 St. Kitts & Nevis +1 St. Lucia +1 St. Martin +590 St. Pierre & Miquelon +508 St. Vincent & Grenadines +1 Sudan +249 Suriname +597 Svalbard & Jan Mayen +47 Sweden +46 Switzerland +41 Syria +963 Taiwan +886 Tajikistan +992 Tanzania +255 Thailand +66 Timor-Leste +670 Togo +228 Tokelau +690 Tonga +676 Trinidad & Tobago +1 Tunisia +216 Turkey +90 Turkmenistan +993 Turks & Caicos Islands +1 Tuvalu +688 U.S. Virgin Islands +1 Uganda +256 Ukraine +380 United Arab Emirates +971 United Kingdom +44 United States +1 Uruguay +598 Uzbekistan +998 Vanuatu +678 Vatican City +39 Venezuela +58 Vietnam +84 Wallis & Futuna +681 Western Sahara +212 Yemen +967 Zambia +260 Zimbabwe +263 Resume/CV

• Attach Attach Dropbox Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you legally authorized to work in the United States?
• Yes No Do you now, or will you in the future, require sponsorship for employment visa status? (e.g. H1-B, TN, E3, CPT, OPT, or other employment based visa)
• Yes No Are you currently based in the NYC metro area?
• Yes No This is a hybrid role. NYC HQ employees are required to be in-office Monday-Thursday, with flexibility to work remotely on Fridays. If you are NOT currently based in the NYC metro area, do you have plans to relocate in the next 90 days?
• Yes No Is there anything else we should know about you? LinkedIn Profile Website Please share your pronouns (optional). What is your full legal name?
• I certify that the information provided in this application is true, complete, and accurate to the best of my knowledge. I understand that any misrepresentation, falsification, or omission of facts may result in the rejection of my application, withdrawal of an offer, and/or disqualification from future employment opportunities.
• Select.

.. Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Betterment's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability.