Betterment

401(k) Consultant

Betterment HQ - New York City

No sponsorship$99k-$118kDetected 11 hours ago

SalesforceExcelRecruitingCommunicationMentoring

About the role

This role is ideal for someone who thrives on partnership, plan administration, strategic and creative thinking, and delivering measurable retirement outcomes for clients and their employees.
You'll work cross-functionally with teams such as Onboarding, Operations, Product, Compliance, Marketing, and Payroll Services.
The ideal candidate is highly customer-centric, emotionally intelligent, and skilled in driving results through influence, insight, and action.

Manage a book of strategic 401(k) clients, serving as a trusted advisor focused on driving plan success and participant outcomes.
Guide clients and their employees on plan design, rollovers, and participation strategies through engaging sessions and impactful resources.
Partner with Sales and Implementation to ensure seamless onboarding and early value realization.
Identify risks, resolve challenges resourcefully, and implement strategies to retain and grow client relationships.
Collaborate cross-functionally to represent the Voice of the Customer and enhance the platform experience.
Our team is passionate about our mission, to empower people to build wealth with confidence and ease.
Conduct regular strategy sessions to track progress, optimize plans, and uncover opportunities to expand Betterment's offerings.

Proven ability to influence and align internal and external stakeholders toward measurable outcomes.
Strong communication skills-verbal and written-with the ability to engage clients at all organizational levels.

Advanced proficiency in tools such as Salesforce, Asana, and Excel is preferred.
Day-one 401(k) match plus matching on qualified student loan payments.
What happens next
We'll take a few weeks to review all applications.
If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
Many of our questions will be aimed at understanding how you might operate here at Betterment.
Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency.

Below we've reflected the base salary range we would offer for this position in locations with city or state requirements.
The range listed is just one component of Betterment's total compensation package for employees.
Guide the client through annual compliance needs serving as the main point of contact and trusted advisor.

Align with clients on retirement and financial wellness goals, and deliver a clear roadmap to achieve them.
Equity for all employees, including new hire and refresher grants.
Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.

Deep understanding of 401(k) plan administration, participant engagement strategies, and plan sponsor dynamics

This listing is sourced directly from Betterment's careers page and normalized into a canonical job model.