Business Development Representative

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

Betterment at Work is an award-winning 401(k) solution that works as hard for your money as you do to earn it. Betterment for Advisors provides a cutting-edge custody platform that empowers financial advisors to enhance their wealth management services. We’re seeking ambitious, enthusiastic individuals to join our BDR team, supporting either our 401(k) or Custody businesses. In this role, you’ll drive top-of-funnel growth through outbound prospecting in a fast-paced, activity-heavy environment. You’re a tech-savvy seller who loves building connections - whether you’re helping a business upgrade its 401(k) experience or introducing financial advisors to tools that make managing client assets easier. 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).

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

• New York City: $60,000-65,000 + Commission

A day in the life

• Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)

• Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends

• Understanding the need of prospects and communicating them clearly to Account Executives

• Clearly articulating Betterment’s value proposition and products to prospects in specific verticals

• Meet and exceed meeting set and meetings held goals

• Ensure effective and consistent use of Salesforce

• Provide “voice of the client and industry” to marketing and product management to drive roadmaps

• We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!

What we’re looking for

• No experience required but if you’ve worked in any role that involves outreach and relationship building, you’ll be set up for success here.

• B2B tech/SaaS sales experience as an SDR/BDR is a plus

• Curiosity and interest for financial products and retirement planning

• Demonstrated track record of high performance

• High energy and willingness to learn

• Strong oral and written communication skills with even stronger listening skills

• Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals

• Experience with sales technology stack- Outreach, Salesforce - is a plus

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

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 invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.

• Flexible paid time off (and encouragement to use it!)

• Meaningful opportunity for community building through our 7 Employee Resource Groups

• Empowerment to own and lead change and affect the business

• Dedicated professional development oppor