Sr. 401(k) Onboarding Associate

About Betterment

Betterment 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: making people’s lives better. We’re headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.

About the role

The Senior 401(k) Onboarding Associate's main focus is to help guide Betterment at Work’s clients through a pleasant and efficient onboarding experience.

In this role, the Onboarding Associate will contribute to a cross functional work environment by facilitating a seamless hand off from the sales team and successfully driving a client through to their first payroll launch on the Betterment platform. The onboarding Associate will liaise with the 401(k) compliance team to help design and implement a client’s 401(k) plan design. This role reports into the 401(k) Onboarding Manager.

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. 

• New York City: $75,000 - $95,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy.  For this role, we require in office attendance.

A day in the life

• Project manage and drive custom efforts to migrate clients from prior recordkeepers to the Betterment at Work product
• Own tracking plans in detail during the new plan set up or conversion process
• Review and apply all information relevant to the conversion process of the plan to ensure accuracy, efficiency and effectiveness
• Clearly communicate with and guide our clients through any questions they may have during the onboarding process
• Support the plan conversion process by communicating with other retirement and payroll providers as necessary
• Assist with scheduling and participate (as needed) in client meetings, phone calls, Zooms, and hand-off meetings
• Use systems such as Salesforce, Zendesk, and our proprietary tool Clinic to drive client deliverables
• Partner cross functionally with team members from Compliance, Operations, and Payroll to get clients up and running

What we’re looking for

• Ability to manage projects end-to end and drive clarity in ambiguous situations 
• Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
• Experience in retirement services and/or B2B onboarding environments
• Subject matter expertise in finance and 401(k)
• Technical savvy, specifically the ability to navigate multiple complex systems while simultaneously communicating with clients
• Exceptional written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
• Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
• Strong organizational and time management skills

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

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 invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own an