📌 Core Information
🔹 Job Title: Senior Retail Product Marketing Manager
🔹 Company: Betterment
🔹 Location: Betterment HQ - New York City
🔹 Job Type: Hybrid (In-office Tue-Thu)
🔹 Category: Financial Services
🔹 Date Posted: 2025-07-01
🔹 Experience Level: Mid-Senior Level (5-10 years)
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Developing and executing go-to-market strategies for Betterment's consumer investing and savings suite
- Collaborating with cross-functional teams to increase user acquisition, retention, and engagement
- Driving revenue growth through new customer acquisition, retention, cross-sell, and upselling
- Optimizing website marketing and performance, with a focus on conversion optimization and SEO
- Conducting market research and competitive analysis to inform product positioning and messaging
ASSUMPTION: This role requires a strong understanding of digital consumer behaviors and the competitive landscape in the fintech industry. The ideal candidate will have experience in product marketing, preferably within financial services or technology.
📋 Key Responsibilities
✅ Lead go-to-market strategy and execution for Betterment's consumer investing and savings suite
✅ Collaborate with internal teams (Product, Growth, Customer Marketing, Creative, Investing) to increase awareness, adoption, and engagement
✅ Drive revenue growth through customer acquisition, retention, cross-sell, and upselling
✅ Optimize website marketing and performance, with a focus on conversion optimization and SEO
✅ Conduct market research and competitive analysis to inform product positioning and messaging
✅ Define product-market fit, highlighting Betterment's resonance with target and tenured customers
✅ Monitor industry trends and competitive activity to guide positioning and go-to-market strategies
✅ Collaborate with the Insights team to turn insights into action and identify needs for additional market research
✅ Experience optimizing landing pages, content strategy, and SEO for fintech websites
✅ Define, test, measure, and iterate on marketing programs to achieve intended user behavior and alignment to revenue objectives
ASSUMPION: This role requires strong analytical skills, creativity, and the ability to work effectively across multiple teams. The ideal candidate will be comfortable navigating a fast-paced, leading digital investing brand.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)
Experience: 5-10 years of experience in product marketing, with a focus on financial technology, wealth management, or digital banking
Required Skills:
- Proven track record of success driving product marketing and go-to-market strategies for consumer technology or financial services brands
- Strong experience in website marketing, conversion optimization, and digital performance strategy
- Familiarity with MarTech platforms, Google Analytics, A/B testing, Mixpanel, Looker, and marketing automation tools (e.g., Braze, Iterable, HubSpot)
- Analytical mindset with the ability to interpret data, draw insights, and identify new opportunities
- Strong project management skills: plan, execute, and monitor initiatives effectively
- Creative problem-solving abilities and a passion for innovation and continuous improvement
- Experience with fintech products and a genuine passion for investing, savings, and personal finance
Preferred Skills:
- Experience with Betterment's products or a similar fintech platform
- Fluency in Spanish or another language relevant to Betterment's customer base
ASSUMPTION: While a Bachelor's degree is preferred, equivalent experience may be considered. Relevant experience in product marketing, digital marketing, or a related field may be substituted for a formal degree.
💰 Compensation & Benefits
Salary Range: $135,000 - $155,000 (New York City)
Benefits:
- Health, dental, and vision insurance
- Life and AD&D insurance
- Short-term and long-term disability insurance
- Employee Assistance Program
- Commuter and parking benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) with employer match
- Flexible PTO
- Equity package
Working Hours: Full-time (40 hours/week) with in-office attendance Tuesday through Thursday
ASSUMPTION: The salary range provided is for the New York City location. Actual salaries may vary depending on factors including location, experience, and performance. Betterment offers a competitive equity package, health, dental and vision benefits, life and AD&D insurance, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and a flexible PTO policy.
📌 Applicant Insights
🔍 Company Context
Industry: Betterment operates in the competitive and rapidly evolving fintech industry, focusing on digital investing and savings solutions for retail investors and investment advisors, as well as financial wellness solutions for small and medium-sized businesses.
Company Size: Betterment is a mid-sized company with 201-500 employees, offering a dynamic and collaborative work environment. As a mid-sized company, Betterment provides the resources and opportunities of a larger organization while maintaining the agility and innovation of a startup.
Founded: Betterment was founded in 2010 and has since grown to become a leading online investment advisor, managing over $30 billion in assets for its customers.
Company Description:
- 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.
- The company's mission is to make people's lives better through its investing and savings products, which are designed to be easy to use, transparent, and accessible to a wide range of customers.
- Betterment's platform is built on a proprietary technology stack and leverages data science and machine learning algorithms to provide personalized investment advice and portfolio management.
Company Specialties:
- Investing and retirement solutions
- Financial wellness solutions
- Digital investing and savings
- Personalized investment advice
- Portfolio management
- Data science and machine learning
Company Website: www.betterment.com
ASSUMPTION: Betterment's focus on technology, data science, and personalization sets it apart in the competitive fintech landscape. The company's commitment to making people's lives better through its products resonates with customers seeking convenient, accessible, and personalized financial solutions.
📊 Role Analysis
Career Level: This role is at the mid-senior level, requiring 5-10 years of experience in product marketing, with a focus on financial technology, wealth management, or digital banking.
Reporting Structure: The Senior Retail Product Marketing Manager will report directly to the Head of Retail Product Marketing and collaborate closely with cross-functional teams, including Product, Growth and Customer Marketing, Creative, Investing, and others.
Work Arrangement: This role is hybrid, with in-office attendance required Tuesday through Thursday at Betterment's NYC headquarters. The hybrid work arrangement offers flexibility while ensuring collaboration and alignment with the in-office team.
Growth Opportunities:
- As Betterment continues to grow and expand its product offerings, there will be opportunities for the Senior Retail Product Marketing Manager to take on additional responsibilities and advance their career within the marketing organization.
- The ideal candidate will have the opportunity to shape the direction of Betterment's retail product marketing efforts and make a significant impact on the company's growth and success.
- Betterment's commitment to professional development and internal mobility provides employees with the opportunity to explore new roles and advance their careers within the organization.
ASSUMPTION: Betterment's growth and expansion present exciting opportunities for the Senior Retail Product Marketing Manager to grow professionally and take on new challenges as the company continues to evolve and innovate.
🌍 Location & Work Environment
Office Type: Betterment's NYC headquarters is a modern, collaborative workspace designed to foster innovation and creativity. The office features an open floor plan, state-of-the-art technology, and amenities such as a fully-stocked kitchen and catered lunch three days a week.
Office Location(s): Betterment HQ - New York City (450 W 33rd St, New York, NY 10001, US)
Geographic Context:
- New York City is a major financial hub, offering a dynamic and diverse business environment for companies in the financial services industry.
- The city's vibrant tech scene and strong talent pool make it an ideal location for fintech companies like Betterment.
- Betterment's NYC headquarters is conveniently located in the Hudson Yards neighborhood, providing easy access to public transportation and nearby amenities.
Work Schedule: The work schedule for this hybrid role is full-time (40 hours/week) with in-office attendance required Tuesday through Thursday. The hybrid work arrangement offers flexibility while ensuring collaboration and alignment with the in-office team.
ASSUMPTION: Betterment's NYC headquarters provides a modern, collaborative work environment that fosters innovation and creativity. The hybrid work arrangement offers the best of both worlds, combining the flexibility of remote work with the collaboration and camaraderie of an in-office team.
💼 Interview & Application Insights
Typical Process:
- Initial screening and resume review
- Phone or video call with the Recruiting Team
- Interview with the Hiring Manager and/or other team members
- Case study exercise or technical assessment (if applicable)
- Final round interviews with key stakeholders
- Background check and offer extension
Key Assessment Areas:
- Product marketing experience and go-to-market strategy development
- Website marketing and optimization skills
- Analytical mindset and data-driven decision-making
- Collaboration and cross-functional teamwork
- Cultural fit and alignment with Betterment's mission and values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Demonstrate your understanding of Betterment's products and the competitive fintech landscape
- Showcase your ability to develop and execute go-to-market strategies and optimize website marketing
- Prepare for behavioral interview questions that focus on your problem-solving skills, collaboration, and adaptability
- Be ready to discuss your approach to data analysis and interpretation
ATS Keywords: Product Marketing, Go-to-market Strategy, Digital Marketing, Website Optimization, Conversion Optimization, SEO, Financial Technology, Fintech, Retail Investing, Savings, Customer Acquisition, Retention, Cross-sell, Upselling, Data Analysis, Marketing Automation, MarTech, Google Analytics, A/B Testing, Mixpanel, Looker, Braze, Iterable, HubSpot
ASSUMPTION: Betterment's interview process is designed to assess your skills, experiences, capabilities, and motivators. The company aims to collect a robust set of data points to better inform its hiring decisions. Betterment recognizes that interviewing for a new role is a big deal and aims to support and advocate for applicants throughout the interview process.
🛠️ Tools & Technologies
- Marketing automation platforms (e.g., Braze, Iterable, HubSpot)
- Analytics tools (e.g., Google Analytics, Mixpanel, Looker)
- Website optimization tools (e.g., A/B testing, SEO tools)
- Project management tools (e.g., Asana, Trello, Jira)
- Collaboration and communication tools (e.g., Slack, Microsoft Teams, Google Workspace)
- Design and prototyping tools (e.g., Sketch, Figma, Adobe XD)
ASSUMPTION: Betterment uses a variety of tools and technologies to support its marketing efforts, optimize website performance, and collaborate effectively across teams. The ideal candidate will have experience with relevant tools and be comfortable learning new technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Make people's lives better
- Set audacious goals
- Value all perspectives
Work Style:
- Collaborative and cross-functional
- Data-driven and analytical
- Innovative and adaptable
- Customer-focused and user-centered
Self-Assessment Questions:
- How do your personal values align with Betterment's mission and company values?
- Describe a time when you had to adapt to a significant change or challenge in a project or work environment. How did you approach the situation, and what was the outcome?
- How do you prioritize and manage multiple projects or responsibilities with competing deadlines and stakeholders?
ASSUMPTION: Betterment's company values and work style emphasize collaboration, innovation, and a customer-centric approach. The ideal candidate will be able to demonstrate alignment with these values and work style preferences through their experiences and self-assessment.
⚠️ Potential Challenges
- Betterment's competitive landscape is rapidly evolving, requiring the Senior Retail Product Marketing Manager to stay up-to-date with industry trends and adapt quickly to changes in the market
- The role requires strong collaboration and cross-functional teamwork, which can present challenges in coordinating with multiple stakeholders and balancing competing priorities
- The hybrid work arrangement may present communication and collaboration challenges, requiring the Senior Retail Product Marketing Manager to be proactive and adaptable in maintaining alignment with the in-office team
- The role may require occasional travel to attend industry events, conferences, or client meetings
ASSUMPTION: Betterment's dynamic and competitive environment presents both opportunities and challenges for the Senior Retail Product Marketing Manager. The ideal candidate will be able to thrive in a fast-paced, collaborative work environment and adapt quickly to changes in the market and industry.
📈 Similar Roles Comparison
- Betterment's Senior Retail Product Marketing Manager role is unique in its focus on retail investing and savings products within the fintech industry
- Compared to similar roles in wealth management or digital banking, this role requires a strong understanding of the digital consumer behaviors and the competitive landscape in the fintech industry
- Career progression in this role may involve moving into a leadership position within Betterment's marketing organization or transitioning into a product management or general management role within the company
ASSUMPTION: Betterment's Senior Retail Product Marketing Manager role offers a unique opportunity to work at the intersection of technology, finance, and marketing. The ideal candidate will have experience in product marketing, preferably within financial services or technology, and be passionate about investing, savings, and personal finance.
📝 Sample Projects
- Developing and executing a go-to-market strategy for a new Betterment product feature, such as automated tax-loss harvesting or socially responsible investing options
- Optimizing Betterment's website for improved conversion rates and user engagement, with a focus on driving customer acquisition and retention
- Conducting market research and competitive analysis to inform product positioning and messaging for Betterment's retail suite of products
- Collaborating with cross-functional teams to launch a new Betterment product or feature, ensuring alignment with product development and marketing efforts
ASSUMPTION: Betterment's Senior Retail Product Marketing Manager will have the opportunity to work on a variety of projects that drive customer acquisition, retention, and engagement. The ideal candidate will be excited about the prospect of taking on new challenges and making a significant impact on the company's growth and success.
❓ Key Questions to Ask During Interview
- Can you describe the company's approach to product development and how the marketing team collaborates with product and engineering teams?
- How does Betterment measure the success of its go-to-market strategies, and what metrics are most important for this role?
- Can you provide an example of a recent product launch or marketing campaign at Betterment, and how the team approached it?
- How does Betterment support the professional development and growth of its employees, particularly within the marketing organization?
- What is the company's approach to work-life balance, and how does the hybrid work arrangement support this?
ASSUMPTION: Betterment's interview process is designed to assess your skills, experiences, capabilities, and motivators. The company aims to collect a robust set of data points to better inform its hiring decisions. Betterment encourages applicants to ask questions and engage in a two-way conversation throughout the interview process.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for behavioral interview questions that focus on your problem-solving skills, collaboration, and adaptability
- Be ready to discuss your approach to data analysis and interpretation
- Follow up with the Betterment Recruiting Team one week after submitting your application to inquire about next steps
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
