Operations Team Manager

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime.

• Partner cross-functionally with the product management and engineering teams to constantly iterate on, improve, and automate our core processes. Find a more efficient way and make it happen
• Scale the team: continually monitor operational capacity and drive hiring plan
• Define and standardize manual processes in support of new product offerings
• Oversee the team to ensure all daily activities are completed:
• Reconciliations: make sure all the cash and ETFs are in the right place
• KYC, AML, SAR: keep out the bad guys and prevent fraud
• Rollovers: keep the money rolling in (and out)
• Be the ultimate point of escalation for all brokerage related issues; be ready for any question, and be able to figure out anything you don’t know
• Know our business inside and out, and be able to explain it to regulators and auditors

• Bachelor’s degree, preferably in finance, economics, or related field
• A passion for investing and a broad knowledge of the securities industry
• Minimum of 4 years work experience
• Ability to draft clear policies and procedures, and apply these to a growing team
• A healthy obsession with compliance
• Analytical prowess / Excel skills / exceedingly sharp with numbers
• Ability to work across disciplines to generate new processes and/or resolve issues
• A self-starter with meticulous attention to detail
• Excellent presentation and communication skills