Interview Studio

Requirements found

Sales Marketing Writing Training Compliance Python Recruiting

What this posting asks for

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

Main responsibilities

• 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

Competencies an interviewer will look for

• Communication Core
  In the posting: “Betterment’s Investment Strategy Team provides the domain expertise required to manage Betterment’s portfolios and communicate the platform’s investment offe…” · “Interface with compliance and legal teams to help ensure appropriate governance and documentation of Betterment portfolio management and advice” · “Experience communicating finance and investing related topics externally and/or prior experience in a client facing role strongly preferred”
  Show it by: Adapts the message to the listener; Gives an example of explaining something clearly in writing or speech.
• Customer focus Core
  In the posting: “Betterment’s Investment Strategy Team provides the domain expertise required to manage Betterment’s portfolios and communicate the platform’s investment offe…” · “Integrated closely with the Capital Markets, Operations, Engineering, Product, Post-Sales, and Marketing teams, we engage in rigorous investment research, au…” · “As an Investment Strategist, you will primarily be responsible for contributing to our investment process and investment education across internal and client…”
  Show it by: Puts the customer's need in their own words; Shows a result for the customer, not only for the company.
• Stakeholder management Core
  In the posting: “Research and write content on the performance of financial markets and the macroeconomy and how both have influenced returns of Betterment investment portfolios” · “Create portfolio management related materials for internal and external audiences, including slides presented to the Betterment Executive Investment Committee” · “Engage our third-party asset manager partners in maintaining and launching their investment portfolios and products on our platform”
  Show it by: Shows how they aligned people with different goals; Explains how they handled a 'no' from someone senior.
• Technical skill Core
  In the posting: “Integrated closely with the Capital Markets, Operations, Engineering, Product, Post-Sales, and Marketing teams, we engage in rigorous investment research, au…” · “Experience with Claude Code, Python, and Git is advantageous but not required”
  Show it by: Names the tools, languages or systems used and how; Explains a technical choice and its trade-off.
• Planning and organisation Core
  In the posting: “This role will also provide exposure to each of Betterment’s retail customer, financial advisor, and 401(k) plan sponsor lines of business.” · “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”
  Show it by: Shows how priorities were set when everything was urgent; Mentions deadlines met and how.
• Adaptability and learning Core
  In the posting: “To be successful in this role, you will be curious and hands-on.” · “Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.”
  Show it by: Describes learning something new quickly and using it; Shows a change of plan and how they adjusted.
• Attention to detail and quality Core
  In the posting: “We’re seeking someone analytically minded, with a passion for financial markets and making investing better, combined with a strong attention to detail.” · “Interface with compliance and legal teams to help ensure appropriate governance and documentation of Betterment portfolio management and advice”
  Show it by: Gives an example of an error caught before it caused harm; Names the check or standard they used.
• Problem solving Supporting
  In the posting: “Experience using AI tools to speed up research, problem solving, and recurring workflows”
  Show it by: Describes a real problem, the options considered and the one chosen; Shows how the cause was found, not just the fix.
• Teamwork and collaboration Supporting
  In the posting: “When we collaborate, we're at our best.”
  Show it by: Says what they did inside a team, not only what 'we' did; Shows how a disagreement was handled.
• Ownership and accountability Supporting
  In the posting: “Ownership: Equity for all employees, including new hire and refresher grants.”
  Show it by: Takes a task from start to finish without being chased; Owns a mistake and what was changed after it.
• Leadership and mentoring Supporting
  In the posting: “Growth: Company-paid professional coaching for all employees.”
  Show it by: Describes setting direction or a standard others followed; Names someone they coached and what changed for them.
• Data and analysis Supporting
  In the posting: “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…”
  Show it by: Uses a number to describe the situation or the result; Explains what the data showed and what was done with it.

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