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).

The 401(k) Onboarding Associate plays a pivotal role in shaping the first impressions of Betterment at Work’s experience. As a client-facing project lead, your core mission is to ensure a streamlined, accurate, and empowering onboarding experience for clients transitioning their existing 401(k) plans to Betterment (a “conversion”).

You’ll take ownership of the onboarding process immediately after a successful sale, acting as the primary driver of the trans...