Senior 401(k) Onboarding Associate

Summary

Join Betterment as a 401(k) Onboarding Associate and play a pivotal role in shaping the initial client experience. As a client-facing project lead, you will ensure a smooth and efficient onboarding process for clients converting their 401(k) plans to Betterment. You will manage the entire transition process, from contract signing to the first payroll and asset transfer. You will build strong relationships with Plan Sponsors and Advisors, providing support and guidance throughout the onboarding journey. This role is remote eligible and offers a competitive salary and benefits package. The position requires 4+ years of experience in 401(k) plan conversions and a proven track record of success. You will be responsible for managing projects, communicating effectively with clients, and collaborating with internal teams.

Requirements

• 4+ years of experience in implementing 401(k) plan conversions with a proven track record of delivering results on time and with high customer satisfaction
• Demonstrated ability to lead high-stakes projects , manage competing priorities, and resolve challenges swiftly and decisively
• Deep knowledge of the 401(k) lifecycle , including payroll, plan design, and conversions—with the ability to collaborate cross-functionally to solve nuanced onboarding needs
• Prior experience in B2B onboarding or implementation roles where relationship-building and influencing skills were critical to success
• Technical dexterity—comfortable navigating multiple complex systems and client tools while maintaining presence and clarity in real-time conversations
• Strong written and verbal communication skills that inspire confidence, clarity, and trust across multiple audiences
• Proficiency in CRM and project management platforms (Salesforce, Zendesk, Asana, etc.)
• Highly organized and resourceful under pressure , with an instinct for anticipating client needs and solving issues before they escalate
• A natural influencer , able to advocate for client needs while aligning stakeholders to project goals

Responsibilities

• Drive onboarding success : Own a book of client conversions end-to-end, serving as the primary project manager responsible for hitting conversion milestones with precision and urgency
• Master cross-functional project planning : Build and manage detailed weekly project plans, proactively removing blockers and aligning internal and external stakeholders across key phases of implementation
• Deliver accurate and efficient plan transitions : Validate and apply all critical information for plan conversions, ensuring quality, consistency, and speed
• Build client trust through clear communication : Confidently lead clients through every step of onboarding, providing prompt, jargon-free guidance and anticipating potential roadblocks
• Resourcefully manage third-party coordination : Act as the client’s advocate by navigating conversations with payroll and retirement providers to keep transitions on track and reduce friction
• Partner for complex success : Collaborate deeply with internal teams (401(k) Compliance, Client Success, etc.) on sensitive issues such as plan design, conversion files, and wires
• Lead with influence : Use Zoom, phone, and email to guide onboarding meetings, instill confidence in clients, and reinforce Betterment's expertise and reliability
• Work smart, work connected : Leverage tools like Salesforce, Zendesk, Asana, and our internal systems to track progress, ensure accountability, and deliver a consistently exceptional experience

Benefits

• 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