Sr. Product Manager, Employer Recordkeeping
About The Position
Employer Recordkeeping sits at the heart of the Betterment at Work platform, serving as the foundation for how we process and safeguard contributions and transactions on behalf of employers and their employees. As a Senior Product Manager on this team, you’ll help shape the systems that make those operations seamless and trustworthy — powering 401(k) plans and other innovative employer-sponsored offerings. This role focuses on the back-end infrastructure and processes that keep our recordkeeping platform compliant, efficient, and built to scale. You’ll execute against an existing roadmap while also developing the long-term vision for how governance, compliance, and operational rigor should evolve across Betterment at Work. You’ll collaborate closely with engineering, operations, legal, and compliance partners to bring structure, clarity, and efficiency to a highly complex domain. Your work will be critical in shaping the durable systems that enable growth, mitigate risk, and make it easier for employers and employees to benefit from Betterment’s platform. 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.
Requirements
- Product Management experience, ideally in financial services or financial technology. A focus on recordkeeping or back-end financial operations is strongly preferred.
- Deep curiosity and aptitude for mastering complex, regulated domains
- Self starter with demonstrated success leading cross-functional collaboration with Legal, Compliance, Operations, and Engineering teams
- Strong communication skills and the ability to clearly articulate technical and compliance-driven topics to diverse audiences
- Experience balancing short-term delivery with long-term strategic planning
- Analytical mindset and comfort using data to inform product decisions
- Obsessive attention to detail and strong organization skills in a fast-paced environment
- A passion for designing systems that enable both growth and trust
Responsibilities
- Driving the Employer Recordkeeping roadmap — executing on customer and organizational priorities while identifying and advocating for enhancements that strengthen the platform’s long-term foundation
- Partnering with Legal, Compliance, and Operations to ensure the recordkeeping systems meet regulatory requirements while maintaining operational excellence
- Deeply understanding the intricacies of employer recordkeeping — including contribution processing, reconciliation, and data integrity — and advocate for system improvements that strengthen accuracy and auditability
- Working closely with Engineering to define requirements, prioritize initiatives, and navigate trade-offs between scalability, compliance, and efficiency
- Conducting customer and competitive research to inform the direction of our platform and ensure it continually exceeds customer expectations
- Collaborating with cross-functional partners to define what governance and controls should look like in a best-in-class recordkeeping platform
- Building narratives and frameworks that help Betterment leadership align on the long-term platform vision and the customer needs it will drive forward
Benefits
- 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.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
