401(k) Consultant
About The Position
As a 401(k) Consultant, you will own and nurture relationships with our most strategic clients, ensuring they derive maximum value from Betterment’s retirement plan offering. 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. This is a salaried, exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA.
Requirements
- 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.
Nice To Haves
- Advanced proficiency in tools such as Salesforce, Asana, and Excel is preferred.
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.
Benefits
- medical, dental, and vision coverage
- life and AD&D insurance
- short- and long-term disability
- infertility support and WPATH-aligned transgender health benefits
- an 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
