401 Consultant

A Day in the Life

• Manage a book of strategic 401(k) clients, serving as a trusted advisor focused on driving plan success and participant outcomes.
• Align with clients on retirement and financial wellness goals, and deliver a clear roadmap to achieve them.
• Guide clients and their employees on plan design, rollovers, and participation strategies through engaging sessions and impactful resources.
• Guide the client through annual compliance needs serving as the main point of contact and trusted advisor.
• Partner with Sales and Implementation to ensure seamless onboarding and early value realization.
• Identify risks, resolve challenges resourcefully, and implement strategies to retain and grow client relationships.
• Collaborate cross-functionally to represent the Voice of the Customer and enhance the platform experience.
• Conduct regular strategy sessions to track progress, optimize plans, and uncover opportunities to expand Betterment’s offerings.

What We’re Looking For

• 4+ years of client-facing experience, within the retirement plan space.
• Deep understanding of 401(k) plan administration, participant engagement strategies, and plan sponsor dynamics.
• Proven ability to influence and align internal and external stakeholders toward measurable outcomes.
• Highly skilled in managing multiple complex priorities and resolving issues independently with accountability and follow-through.
• Strong communication skills—verbal and written—with the ability to engage clients at all organizational levels.
• Demonstrated resourcefulness: leverages available tools effectively and seeks opportunities to improve outcomes even in ambiguous or constrained environments.
• Strong emotional intelligence and a growth mindset with a passion for continuous learning and coaching others.
• Advanced proficiency in tools such as Salesforce, Asana, and Excel is preferred.