Sr. Program Manager, Business Systems & Tooling

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

The Business Systems & Tooling (BS&T) team builds and operates the internal systems that power Betterment's B2B businesses — from Salesforce and its surrounding integrations to the tooling that connects our sales, service, and advisor workflows to the Betterment platform itself. Because Betterment sells across multiple lines of business, our sales tech stack has to reflect that complexity: it's not one product and one funnel, but a set of interconnected systems serving distinct teams with distinct needs.

This role owns the interface between BS&T and its stakeholders. You'll embed deeply within stakeholder teams — attending their meetings, learning their day-to-day workflows, and understanding their u