Sr. Manager, Account & Transfers Operations

Betterment•New York City, NY

1d•$120,000 - $145,000•Hybrid

About The Position

The Sr. Manager, Account & Transfers Operations leads the team responsible for getting money onto and off the Betterment platform quickly, accurately, and with minimal friction. You’ll own day-to-day execution and long-term scalability of core transfer flows - ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds and more. We’re looking for a senior operator with deep transfers expertise who can bring best practices from other institutions, design smoother journeys for customers and advisors, and reduce cases where we have to say “no” because processes or tooling aren’t yet built. This role is based out of our NYC office.

Requirements

Deep account and transfers operations expertise – Hands-on experience with ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds, and related servicing, including common failure modes and counterparty dynamics.
Strong people leadership – Proven track record leading high-performing operations teams (internal and BPO), with clear expectations, coaching, and performance management.
Operational excellence mindset – Rigor around SLAs, controls, and quality; constant focus on reducing manual work, errors, and turnaround times while maintaining regulatory standards.
Cross-functional collaboration – Comfortable partnering with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to solve problems end-to-end and influence roadmaps.
Analytical and outcomes-focused – Use data to prioritize, make trade-offs, and communicate clear narratives and recommendations to senior stakeholders.

Nice To Haves

Prior experience in brokerage or wealth management operations owning transfers and complex asset movements.
Proven ability to improve transfer workflows (better turnaround times, completion rates, or new asset types/channels).
Experience managing BPO/vendor teams and the systems that support these flows (custody/ledger systems, transfer tooling, ticketing/workflow tools like Zendesk/Jira, reconciliation tools).

Responsibilities

Lead and develop the Account & Transfers Operations team (internal associates and BPO agents) across all transfer-related workflows.
Own SLAs, quality, and risk controls for transfers, ensuring accurate, timely, and consistent experiences for customers and advisors.
Use your expert transfer knowledge to diagnose gaps, design better end-to-end processes, and increase completion rates while reducing manual workarounds.
Partner with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to prioritize tooling, automation, and policy changes that make transfers faster and more self-serve.
Use data (volumes, SLAs, errors, rework, escalations, CSAT/DSAT drivers) to identify bottlenecks and build business cases for improvements.
Serve as the escalation point for complex transfer and account servicing issues; work with internal and external partners to resolve and prevent recurrences.
Contribute to broader Operations strategy and planning, including roadmap input for “best-in-class” transfers.