Senior Manager of Advised 401k Sales

Join Betterment at Work as a Senior Manager of Advised 401k Sales. In this high-visibility role, you will lead the Advised channel team, manage a team of Account Executives, and work closely with Business Development to build out playbooks and processes. You will have direct input into pricing, product priorities, and partner strategy. The position offers competitive compensation, equity, comprehensive health coverage, flexible time off, and opportunities for growth and development.

• Lead and manage the Advised channel team, ensuring pipeline quality, forecast accuracy, and rep development.
• Collaborate with Business Development to build out playbooks, processes, and feedback loops for large advisor partnerships.
• Coach and develop Account Executives, holding them accountable to activity standards and ensuring they meet or exceed sales targets.
• Has managed a team through market disruption (competitor M&A, new entrant, pricing shift) and adjusted strategy accordingly
• Experience selling into or through financial advisors, RIAs, or broker-dealers strongly preferred
• Background in retirement, 401(k), fintech, or financial services preferred
• Direct communication style. Gives reps clear, honest feedback and holds them accountable without micromanaging
• Experience building or running sales playbooks, QBR structures, or account planning frameworks
• Comfortable being a process owner on your side of a two-team motion, where playbooks and definitions will change as the partnership channel matures
• Experience building or refining cross-functional processes from scratch, not just operating inside an existing one
• A track record of improving win rates or pipeline quality through coaching and process, not just growing headcount
• Comfortable with data: can read a pipeline dashboard, knows what qualification criteria and forecast categories actually mean, and uses both to hold the team accountable
• 3+ years managing a quota-carrying B2B sales team, ideally in a channel or partner-driven model where deals move through a third party rather than direct