Senior 401(k) Onboarding Associate, Betterment
$63.8-90k
Salary dependent on location + Equity
Banking and investment app
Job no longer available
Banking and investment app
501-1000 employees
Job no longer available
$63.8-90k
Salary dependent on location + Equity
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- Ability to manage projects end-to end and drive clarity in ambiguous situations
- Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
- Experience in retirement services and/or B2B onboarding environments
- Subject matter expertise in finance and 401(k)
- Technical savvy, specifically the ability to navigate multiple complex systems while simultaneously communicating with clients
- Exceptional written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
- Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
- Strong organizational and time management skills
What the job involves
- 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 Client Experience Operations Manager
- Project manage and drive custom efforts to migrate clients from prior recordkeepers to the Betterment at Work product
- Own tracking plans in detail during the new plan set up or conversion process
- Review and apply all information relevant to the conversion process of the plan to ensure accuracy, efficiency and effectiveness
- Clearly communicate with and guide our clients through any questions they may have during the onboarding process
- Support the plan conversion process by communicating with other retirement and payroll providers as necessary
- Assist with scheduling and participate (as needed) in client meetings, phone calls, Zooms, and hand-off meetings
- Use systems such as Salesforce, Zendesk, and our proprietary tool Clinic to drive client deliverables
- Partner cross functionally with team members from Compliance, Operations, and Payroll to get clients up and running
Application process
- 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!
Our take
Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.
The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.
Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
Total funding: $335m
Company benefits
- Health and wellness: Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.©
- Generous time off: We encourage you to take time off (seriously) and get the rest you need to do your best work.
- Paid parental leave: We welcome new additions to your family with 12-18 weeks of parental leave.
- Matching benefits: We offer a 401(k) match and a match on qualified student loan payments
- Equity: Gain stake in Betterment’s success with company equity grants.
- Free food: Snacks, beverages, and catered lunches at our NYC HQ
- Long-term health resources: We provide LGBTQIA+ transition and fertility support.
- Find your community: Make connections through seven employee affinity groups and a social calendar of hybrid events.
Company HQ
Flatiron District, New York, NY
Leadership
Jonathan Stein
(Board Member)After studying Economics at Harvard, Jonathan worked as a Consultant at First Manhattan Consulting Group for over 4 years. He founded Betterment in 2007, serving as CEO until 2020 when he stepped down to Chairman of the Board.
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