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Betterment · 1 day ago

401(k) Client Success Manager

New York, NY

Full-time

Hybrid

Mid Level

$95K/yr - $113K/yr

4+ years exp

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions. As a Client Success Manager focused on Betterment’s 401(k) offering, you will serve as a strategic partner to plan sponsors and advisors, managing relationships and ensuring client satisfaction through tailored strategies and support.

FinanceFinancial ServicesFinTechImpact InvestingRetirement

Culture & Values

Responsibilities

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

Qualification

Relationship managementFinancial technologySalesforceData fluencyProject coordinationCommunication skillsEmotional intelligenceTeam-first mindset

Required

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