401(k) Client Success Manager

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 (Four days/ week in-office).

About the role

As a Client Success Manager focused on Betterment’s 401(k) offering, you’ll serve as a strategic partner to both plan sponsors and their advisors. You will lead the ongoing relationship, ensuring each client’s plan delivers measurable value to their organization and employees. In this role, you’ll coordinate communication, manage initiatives, and align internal and external stakeholders—including Advisors—around shared goals.

A core part of your work will involve supporting Advisors by simplifying their partnership with Betterment—making it easy for them to deliver value to their clients, navigate the platform, and meet their fiduciary responsibilities. You’ll provide insights, guidance, and tactical execution that elevate their experience and build long-term trust.

You’ll also collaborate cross-functionally with teams like Product, Marketing, Compliance, and Sales to elevate the advisor and sponsor experience, and act as a champion for both in internal conversations.

This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday 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 portfolio of strategic 401(k) clients, serving as the lead relationship owner for plan sponsors and their advisors
• Align stakeholders on goals and success metrics, and deliver tailored strategies to drive participation, rollovers, and optimized plan design
• Simplify and strengthen the Advisor’s partnership with Betterment by providing responsive support, proactive updates, and platform fluency
• Own communication and project coordination between clients, advisors, and internal teams to ensure execution and forward momentum
• Deliver education and consultative guidance to clients and participants, driving measurable retirement outcomes
• Proactively identify risks and implement mitigation plans to protect client satisfaction and retention
• Advocate for client and advisor needs across Product, Marketing, and Compliance to continuously improve the platform experience
• Uncover opportunities to expand client engagement with Betterment’s broader suite of offerings
• Lead regular strategy sessions to assess progress, refine success plans, and strengthen alignment across all parties
• Contribute to the growth of the Client Success team through mentorship, process improvement, and knowledge sharing

What we’re looking for

• 4+ years of client-facing experience, ideally within retirement plan services, financial technology, or consulting
• Deep understanding of 401(k) plan operations, fiduciary structures, and the advisor-sponsor-participant relationship
• Proven ability to support and build trust with financial advisors by understanding their workflow, simplifying interactions, and driving joint success
• Strong relationship management and communication skills across stakeholder groups with varied priorities
• Ability to coordinate and manage multi-party projects, communications, and timelines with accountability and clarity
• A proactive, solutions-oriented mindset; skilled at identifying opportunities, solving problems, and driving results
• Experience with Salesforce, Excel, and data fluency to support client insights.
• Demonstrated emotional intelligence, resourcefulness, and ownership of client outcomes
• Team-first mindset with a desire to support internal growth and elevate the client experience

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 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.
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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 [email protected] .