This role pays less than
78%
of similar roles. Most pay
$160,400–$223,187
— the shaded band above.
At the midpoint, this role pays about
$155k
versus about
$192k
for comparable roles.
Based on 240 similar postings.
Employer
About Betterment
Betterment is an automated investment service (robo-advisor) that uses technology to provide personalized investment management, retirement planning, and savings optimization at low cost for retail investors. Industry: Financial Technology & Wealth Management
Betterment currently has
9 open roles
on FindRole.
Listed pay typically runs
$155,000–$175,000
across 9 roles with salary data.
Sr. Manager, Licensed Customer Experience leads and develops a team of licensed Investment Adviser Representatives within the Human Advice organization to provide white-glove support for high-net-worth customers. The role involves managing day-to-day operations, including staffing, scheduling, and monitoring performance metrics such as SLAs, handle time, and customer satisfaction scores. You will conduct quality assurance reviews, provide actionable feedback to staff, and serve as an escalation point for complex client conversations regarding portfolios, tax features, and account management. The ideal candidate possesses experience in financial services or customer experience, holds a FINRA Series 65, 66, or CFP® certification, and is proficient with Zendesk, Salesforce, and other CRM or telephony platforms. This role addresses the complexities of managing high-balance accounts by ensuring accurate, empathetic, and compliant interactions to build long-term trust for sophisticated investors.
Windows 365
Azure Virtual Desktop
Microsoft 365
Intune
Microsoft Endpoint Manager
Configuration Manager
Azure Active Directory
Azure
Remote Desktop Services
Networking
Compute
Data Analysis