401(k) Client Success Manager

Betterment; New York (NY); Hybrid; USD 95,000 - 113,000; Full time

Job summary

Betterment is seeking a 401(k) Client Success Manager to enhance client relationships and deliver retirement solutions. The ideal candidate will have over 4 years of experience in client-facing roles, focusing on strategic planning and client outcomes. This hybrid role requires attendance three days a week in the NYC office, offering a competitive salary and benefits package.

Benefits

Flexible paid time off

Health, dental, and vision insurance

401(k) with employer match

Commuter and parking benefits

Competitive equity package

Qualifications

• 4+ years of client-facing experience in retirement plans.
• Deep understanding of 401(k) plan administration.
• Ability to influence stakeholders toward outcomes.

Responsibilities

• Manage strategic 401(k) clients, ensuring plan success.
• Guide clients on retirement strategies and plan design.
• Collaborate cross-functionally to enhance client engagement.

Skills

Customer-centricity

Emotional intelligence

Communication

Influencing

Problem-solving

Tools

Salesforce

Asana

Excel

Job description

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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 positions (three days/ week in-office).

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 positions (three days/ week in-office).

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
  
  

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!

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.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

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 Notice

E-Verify Notice (Spanish)

Right to Work Notice

Right 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 [e-mail].

Seniority level

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Employment type

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