Note: The job is a remote job and is open to candidates in USA. Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions. As a 401(k) Consultant, you will manage relationships with strategic clients, ensuring they achieve their retirement plan goals while collaborating with various teams to enhance client experience and outcomes.
Responsibilities
- Manage a book of strategic 401(k) clients, serving as a trusted advisor focused on driving plan success and participant outcomes
- Align with clients on retirement and financial wellness goals, and deliver a clear roadmap to achieve them
- Guide clients and their employees on plan design, rollovers, and participation strategies through engaging sessions and impactful resources
- Guide the client through annual compliance needs serving as the main point of contact and trusted advisor
- 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
- Conduct regular strategy sessions to track progress, optimize plans, and uncover opportunities to expand Betterment’s offerings
Skills
- 4+ years of client-facing experience, within the retirement plan space
- Deep understanding of 401(k) plan administration, participant engagement strategies, and plan sponsor dynamics
- Proven ability to influence and align internal and external stakeholders toward measurable outcomes
- Highly skilled in managing multiple complex priorities and resolving issues independently with accountability and follow-through
- Strong communication skills—verbal and written—with the ability to engage clients at all organizational levels
- Demonstrated resourcefulness: leverages available tools effectively and seeks opportunities to improve outcomes even in ambiguous or constrained environments
- Strong emotional intelligence and a growth mindset with a passion for continuous learning and coaching others
- Advanced proficiency in tools such as Salesforce, Asana, and Excel
Benefits
- Medical, dental, and vision coverage
- Life and AD&D insurance
- Short- and long-term disability
- Infertility support and WPATH-aligned transgender health benefits
- Employee Assistance Program (EAP)
- Transit benefits and FSA and HSA options
- Equity for all employees, including new hire and refresher grants
- Flexible paid time off
- Paid parental leave
- A fully paid four-week sabbatical in your sixth year
- Company-paid professional coaching for all employees
- Day-one 401(k) match plus matching on qualified student loan payments
- Company incentive bonus
Company Overview
Company H1B Sponsorship