401(K) Client Success Manager

About the role

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 role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly. 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: $95,000 - $113,000

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. This job may also be eligible for variable compensation in the form of a company incentive bonus.

A day in the life

• 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

• 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

What we're looking for

• 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 is preferred