Creative Project Manager

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

As a Creative Project Manager, you’ll manage end-to-end creative production for multiple concurrent projects, ensuring work is delivered on time, meets a high bar for quality, and advances our business goals. Reporting to the Senior Manager of Creative Operations, you’re the bridge between Brand Creative and our cross-functional partners, including editorial, product marketing, CRM, and social. As AI accelerates our marketing and creative capabilities, you’ll orchestrate a growing volume of deliverables for increasingly segmented campaigns across the customer lifecycle, from onboarding through retention.

You thrive in a fast-paced environment, balancing deadlines, budgets, and shifting priorities with confidence and autonomy. Process-minded by nature, you seek out opportunities to streamline workflows, and your organizational, communication, and collaboration skills are valued by stakeholders and creative partners alike. You’re passionate about upholding brand standards and feel at home in a creative setting, even if you don’t consider yourself a “creative” person.

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: $94,500 - $110,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A Day in the Life:

Prioritize and resource creative projects in coordination with Brand Operations teammates

Review incoming creative briefs and lead project kick-offs, clearly defining goals, scope, and expectations from the start

Develop and manage production schedules in Jira, collaborating with creative, marketing, legal, and compliance to facilitate seamless and timely execution of project deliverables

Support vendor management, including procurement, onboarding, project assignments, and scheduling

Own quality control through delivery, ensuring all final deliverables meet the required file specifications and are properly documented and stored

Provide project management support for the video production team

Contribute ideas for process improvements — we value the knowledge you bring!

What We’re Looking For:

3+ years of project management experience within an in-house creative/marketing team or agency with a degree in marketing, PR, finance, or a related field

Background in financial services or other regulated industries a plus

Proven ability to understand and translate the needs of marketing into actionable creative project plans

Hands-on experience across a variety of tech tools that keep creative work moving efficiently, including project management platforms (e.g. Jira), design software (e.g. Figma, Adobe Creative Suite), and AI tools (e.g. Claude, Glean)

Familiarity with technical creative specs across media channels

Strong organizational skills with a keen eye for detail and the ability to manage multiple projects simultaneously

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .

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 simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options

Ownership: Equity for all employees, including new hire and refresher grants.

Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabb…