Investment Strategist
About The Position
Betterment’s Investment Strategy Team provides the expertise to manage the company’s portfolios and communicate its investment offerings to clients. Working closely with Capital Markets, Operations, Engineering, Product, Post-Sales, and Marketing, the team conducts investment research, creates content, advises on product development, and meets with clients. The Investment Strategist contributes to Betterment’s investment process and investment education across internal and client channels, and manages team processes related to portfolio monitoring. The role reports to the Director of Investing and offers exposure to Betterment’s retail customer, financial advisor, and 401(k) plan sponsor businesses. The team uses AI for research, workflow automation, and reviewing its work, and expects the new hire to advance those efforts. This role is based in Betterment’s New York City office. The position is hybrid, with four required in-office days per week and no required office days during the summer and winter holidays. The stated NYC base salary range is $130,000–$155,000, with possible variable compensation through a company incentive bonus.
Requirements
- 5–8 years of experience in financial services.
- Experience using AI tools to accelerate research, problem solving, and recurring workflows.
- Experience with FactSet and/or Bloomberg.
- Agility and resourcefulness.
- Clear and effective verbal and written communication skills.
Nice To Haves
- Experience communicating finance and investing topics externally and/or prior experience in a client-facing role.
- Retirement industry experience.
- Experience with Claude Code, Python, and Git.
Responsibilities
- Lead meetings and webinars with prospects and clients, including 401(k) plan sponsors and advisors, as an expert on Betterment’s investment platform.
- Research and write content about financial market and macroeconomic performance and their effects on Betterment portfolio returns.
- Own recurring workflows for updating and maintaining portfolio allocations and fund selection.
- Create portfolio-management materials for internal and external audiences, including slides for the Betterment Executive Investment Committee.
- Support sales teams by conducting investment trainings for Betterment at Work and Betterment Advisor Solutions sellers and building talk tracks.
- Work with third-party asset manager partners to maintain and launch investment portfolios and products on Betterment’s platform.
- Answer client and internal stakeholder questions about Betterment’s investment approach.
- Work with compliance and legal teams to support appropriate governance and documentation of portfolio management and advice.
Benefits
- Medical, dental, and vision coverage.
- Life and AD&D insurance.
- Short- and long-term disability.
- Infertility support and WPATH-aligned transgender health benefits.
- Employee Assistance Program (EAP).
- Transit benefits and FSA and HSA options.
- Equity for all employees, including new-hire and refresher grants.
- Flexible paid time off.
- Paid parental leave.
- Fully paid four-week sabbatical in the sixth year.
- Company-paid professional coaching for all employees.
- Day-one 401(k) match and matching on qualified student loan payments.
- Possible company incentive bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
