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Job Opening

Betterment logo

Sr. 401(k) Onboarding Associate

Betterment · Betterment HQ - New York City · Posted 34 days ago

$70k–$95kremoteic
SalesforceZendeskproject managementcustomer service401(k) administrationretirement servicesfinancial servicescompliance

Drive enterprise 401(k) plan migrations end-to-end, partnering across compliance and operations to launch clients seamlessly on Betterment's platform.

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 Sr. Manager of 401(k) Onboarding.

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. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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.

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Related roles

There are 27 open roles at Betterment right now. This role centers on Project Management, 401(k) Administration, Retirement Services, and Customer Service.

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