Sr. Manager, Channel Partnerships

About this role

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 Senior Manager, Channel Partnerships role will be vital in executing our partnerships go-to-market motion focused on co-selling and referral partners for our Betterment at Work business line. This role will own a partnership’s channel and be responsible for acquisition, contracting, onboarding, and enablement. The role will collaborate deeply with sales leadership, marketing, RevOps, legal and finance.

This role is based in NYC. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• New York City: $170,000 - $180,000 + Bonus

This job may also be eligible for variable compensation in the form of commission.

A Day in the Life:

• Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.

• Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics.

• Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs.

• Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline.

• Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership.

• Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.

• Identify what is and is not working across the channel, and adjust messaging, enablement, and partner focus accordingly.

• Bring voice-of-partner and market feedback into the business to inform roadmap, positioning, and channel strategy.

What We’re Looking For:

• 5–7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.

• Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.

• Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth.

• Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams.

• Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline.

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .

We set audacious goals

We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

• We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options

• Ownership: Equity for all employees, including new hire and refresher grants.

• Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.

• Growth: Company-paid professional coaching for all employees.

• Wealth: Day-one 401(k) match plus matching on qualified student loan payments.

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

Betterment is dedi

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