Sr. 401(k) Onboarding Associate
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing, savings 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, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the role
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, S
