B
Sr. 401(k) Onboarding Associate
Betterment
Overview
New York City: $82,000 - $95,000 Other locations: $70,000 - $85,000
Benefits, from the posting itself
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Day-one 401(k) matchreceipt ⟳
“Day-one 401(k) match plus matching on qualified student loan payments.”
Medical, dental, visionreceipt ⟳
“medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability;”
Infertility supportreceipt ⟳
“infertility support and WPATH-aligned transgender health benefits;”
Transgender health benefitsreceipt ⟳
“infertility support and WPATH-aligned transgender health benefits;”
Transit benefitsreceipt ⟳
“transit benefits and FSA and HSA options”
Key Responsibilities
- New York City: $82,000 - $95,000
- Other locations: $70,000 - $85,000
Key Requirements
- 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
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