Sr. Manager, Account & Transfers Operations

<div class="content-intro"><h2><strong>About Betterment</strong></h2> <p><a href="http://www.betterment.com/">Betterment</a> is a leading, technology-driven financial services company that offers investing 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, <strong>to empower people to build wealth with confidence and ease</strong>. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office).</p></div><h2> </h2> <h2><strong>About the role</strong></h2> <p>The Sr. Manager, Account Transfers Operations leads the team responsible for getting money onto and off the Betterment platform quickly, accurately, and with minimal friction. You’ll own day-to-day execution and long-term scalability of core transfer flows - ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds and more. We’re looking for a senior operator with deep transfers expertise who can bring best practices from other institutions, design smoother journeys for customers and advisors, and reduce cases where we have to say “no” because processes or tooling aren’t yet built.</p> <p>This role is based out of our NYC office. 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 location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. </p> <ul> <li>New York City: $120,000 - $145,000</li> </ul> <p>We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.</p> <p> </p> <h2><strong>What you’ll do</strong></h2> <ul> <li> <p>Lead and develop the Account Transfers Operations team (internal associates and BPO agents) across all transfer-related workflows.</p> </li> <li> <p>Own SLAs, quality, and risk controls for transfers, ensuring accurate, timely, and consistent experiences for customers and advisors.</p> </li> <li> <p>Use your expert transfer knowledge to diagnose gaps, design better end-to-end processes, and increase completion rates while reducing manual workarounds.</p> </li> <li> <p>Partner with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to prioritize tooling, automation, and policy changes that make transfers faster and more self-serve.</p> </li> <li> <p>Use data (volumes, SLAs, errors, rework, escalations, CSAT/DSAT drivers) to identify bottlenecks and build business cases for improvements.</p> </li> <li> <p>Serve as the escalation point for complex transfer and account servicing issues; work with internal and external partners to resolve and prevent recurrences.</p> </li> <li> <p>Contribute to broader Operations strategy and planning, including roadmap input for “best-in-class” transfers.</p> </li> </ul> <h2> </h2> <h2><strong>What we’re looking for</strong></h2> <p><strong>Core skills competencies</strong></p> <ul> <li> <p>Deep account and transfers operations expertise – Hands-on experience with ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds, and related servicing, including common failure modes and counterparty dynamics.</p> </li> <li> <p>Strong people leadership – Proven track record leading high-performing operations teams (internal and BPO), with clear expectations, coaching, and performance management.</p> </li> <li> <p>Operational excellence mindset – Rigor around SLAs, controls, and quality; constant focus on reducing manual work, errors, and turnaround times while maintaining regulatory standards.</p> </li> <li> <p>Cross-functional collaboration – Comfortable partnering with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to solve problems end-to-end and influence roadmap ... (truncated, view full listing at source)