Technical Program Manager, Broker Dealer

Betterment • New York City, NY

9h • Hybrid

About The Position

About Betterment Betterment is a leading, technology-driven financial services company that offers investing, savings 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, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the role As a Technical Program Manager supporting Betterment’s Broker Dealer and Investor divisions, you will play a critical role in driving execution, coordination, and operational clarity across highly interconnected and interdisciplinary teams. You'll work alongside quantitative researchers, engineers, compliance partners, and product leaders who care deeply about getting it right, and who will notice and appreciate a TPM who makes their work easier and faster. This role is an early-stage opportunity to help define what great TPM practice looks like at the intersection of many of Betterment's most technically complex domains — broker-dealer infrastructure, quantitative research, and investor-facing products — at a time when the division is executing its most ambitious roadmap yet. You'll start by owning a focused portfolio of high-stakes initiatives, with a clear path toward broader strategic ownership as you build context and credibility across the division.

Requirements

• Ability to independently manage multiple concurrent workstreams, maintaining structure and follow-through to ensure details, decisions, and commitments are met
• Demonstrated focus on execution, with experience streamlining workflows, improving delivery rhythms, and reducing operational friction
• Ability to build alignment around structured execution practices by helping teams build intrinsic buy-in on practical value of clarity in scope, ownership, and sequencing
• Strong communication skills, with the ability to translate between technical and non-technical stakeholders and tailor messaging to the audience and context
• Proven ability to collaborate effectively across multi-disciplinary teams, building trust and driving alignment in support of shared delivery goals
• Curiosity and a growth mindset, with interest in developing technical program management skills and deepening domain knowledge over time
• 3+ years of experience in project and program management or delivery operations in software development or investment management space
• Experience supporting investment products or platforms in a regulated environment and downstream impacts on reporting, operations, and regulatory obligations
• Demonstrated ability to build strong working relationships across cross-functional teams
• Proficient in iterative delivery workflows and tools such as Jira or Confluence
• Clear written and verbal communication skills across various audiences

Nice To Haves

• Experience with Agile methodologies and SDLC
• Exposure to securities lifecycle concepts (order placement, execution, settlement, custody), either through direct platform work or close partnership with engineering and operations teams

Responsibilities

• Partner with cross-functional stakeholders to translate ambiguous ideas into structured projects with clear roles, comms channels, and measurable deliverables and timeframes
• Drive alignment and foster communication across stakeholders to create accountability on delivery targets and strengthen decision-making confidence and speed
• Maintain accurate and concise project documentation from planning through post-launch
• Track timeliness, dependencies, risks, and action items across multiple projects, and provide consistent, concise, audience-tailored status updates
• Act as the primary TPM partner for Betterment’s team of quantitative researchers and subject matter experts, providing hands-on support across planning, execution, and stakeholder alignment to ensure momentum, clarity, and follow-through

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed