Job brief: Investment Strategist

What JoRoute checked · Checked by JoRoute

• Listed on Betterment's own job board. JoRoute does not take listings from job ads or recruiters.
• First seen by JoRoute 2026-11-10 (1 day ago); last confirmed on the board 2026-11-10.
• The apply link opens betterment.com, the address Betterment's board gives for this job.
• No other listing with this title and place on this board in the last 90 days.
• No layoff notices (WARN) under this name in the state files JoRoute reads.

What the listing says · Employer's own words, not checked

• Pay: $130,000 to $155,000 a year
• Job type: Not stated
• Where: Betterment HQ - New York City
• Posted: 2026-11-10

What the job asks · Employer's own words, not checked

Level: Senior. The posting asks for 8 years of experience.

Must have

• 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).
• Betterment’s Investment Strategy Team provides the domain expertise required to manage Betterment’s portfolios and communicate the platform’s investment offerings to our clients.
• 5-8 years of experience in financial services
• Retirement industry experience is advantageous but not required
• Experience with Claude Code, Python, and Git is advantageous but not required
• As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision.

Main duties

• Lead meetings and webinars with prospects and clients, such as 401(k) plan sponsors and advisors, serving as an expert on Betterment’s investment platform
• Own recurring workflows involving the updating and maintenance of portfolio allocations and our fund selection
• Create portfolio management related materials for internal and external audiences, including slides presented to the Betterment Executive Investment Committee
• Help our sales teams win: run investing trainings for Betterment at Work and Betterment Advisor Solutions sellers, and build talk tracks
• Answer client and internal stakeholder questions on Betterment’s approach to investing

Lines copied from the posting, not rewritten. "Preferred" or "nice to have" items are not listed as must-haves.

How it compares · Compared by JoRoute from listings

• Across Betterment's 26 open listings, 31% of those with a posting date were first posted more than 60 days ago. How Betterment hires

What nobody outside the employer knows · Not known

• Whether the role is already filled or on hold: employers often leave listings up.
• How many people applied, and who reads the applications.
• Where in the published range an offer would land.

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