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Joseph Shure, CFP®

Senior Product Manager - Engagement, Betterment


About Joseph

Joseph and his team drive efficiency and delight in building tools for Betterment’s customer-facing teams. Earlier, he served hundreds of clients as a financial planner at LearnVest (acquired by Northwestern Mutual) before joining the team that built that company's financial planning algorithm. He holds a B.A. in History from Rutgers University.

Articles written by Joseph

Test Big or Go Home

Running lots of small split-tests made my team feel productive and gave us plenty to talk about. But it failed to answer the questions that mattered most.

Why Product Managers Must Resist “Quick Wins”

Tackling unplanned tasks from stakeholders made me feel helpful, but it bogged my team down. Here’s how I narrowed our focus to the most impactful tasks.