Marketing Coordinator, Regulatory
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: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
About the role
The Betterment Marketing team is seeking a Coordinator to join our Regulatory Marketing team. Working closely with all facets of the Marketing department, you will own the business execution and maintenance of our promoter program and other marketing compliance programs as assigned. As a highly-regulated business, it’s critical that marketing assets and partnerships meet the standards of regulatory bodies like the SEC, as well as our internal Legal and Compliance teams' guidance.
This is a salaried, non-exempt role that is based out of our NYC office. 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: $65,000 - $80,000
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 generous PTO policy. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.
A day in the life
Reporting to the Regulatory Marketing Manager, this role will assume marketing compliance program responsibilities including promoter, award, and claim support across our three lines of business (i.e., Betterment for Retail Clients, Betterment Advisor Solutions, and Betterment at Work). They will do the following:
- Onboard new promoter partners and testimonials per our approved processes, including facilitating promoter agreements
- Partner with Sales colleagues and partnership leaders to manage the promoter recertification process, status reviews, and refer-a-friend program on an ongoing basis
- Partner with Marketing and Compliance colleagues to launch and oversee content remediations (e.g. claim re-substantiation, promoter material deprecation, expired asset clean-ups)
- Conduct testing routines, including confirming collection of final records of approved templates and spot-checking submissions to ensure record quality
- Serve as the promoter point-of-contact internally, guiding team members and partners on how to maintain approved promoter standards
- Work to develop updated best practices for marketing compliance programs based on feedback from the team
What we’re looking for
- Experience in a marketing-related role, with a focus on business controls, operational risk, or compliance risk as a plus
- Highly organized and detail-oriented
- Ability to manage multiple projects and deadlines
- Comfortable reading and interpreting legal language
- Experience using Google Sheets or Excel, with Confluence, Red Oak, or other record-keeping softwares as a plus
- Ability to effectively anticipate and communicate trade-offs and priorities
- Strong cross-functional partner
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 three days a week 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.
Average salary estimate
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Join Betterment as a Marketing Coordinator in our Regulatory team, where your organizational skills will shine and help us uphold our commitment to compliance in marketing. Based in NYC, you’ll enjoy a hybrid work environment while engaging collaboratively with diverse departments in our vibrant office. In this role, you will manage our promoter program and ensure that our marketing assets align with the stringent standards set by regulatory bodies such as the SEC. You'll onboard new promoters, oversee recertification processes, and work closely with Sales and Compliance to ensure all marketing content meets required guidelines. Your attention to detail will be key as you conduct testing routines and maintain quality records for our marketing activities. If you're passionate about working in a highly regulated environment and love collaborating with cross-functional teams, Betterment is the perfect place for you. Get ready to make an impact in the world of financial technology while we contribute to making people's lives better. With a base salary range of $65,000 to $80,000, complemented by a robust benefits package, Betterment is dedicated to your professional development and well-being. Join our mission-driven community today and let’s create positive change together!
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