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 and lead change and affect the business
- Dedicated professional development opportunities
- Lunch from our in-house chef three days a week at our NYC headquarters
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.In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. 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.
As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!Please note that Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Come join us!
We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.E-Verify NoticeE-Verify Notice (Spanish)Right to Work NoticeRight to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email team.hire@betterment.com.
