Technical Program Manager, Broker Dealer

Betterment•New York, NY

13h•$100,000 - $120,000•Hybrid

About The Position

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