# 401 Consultant

**Company:** [Betterment](https://hotfix.jobs/companies/betterment)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $85k – $118k/yr
**Experience:** 4+ years
**Skills:** 401(k) plan administration, retirement plan consulting, Salesforce, Asana, Excel, participant engagement, plan design, compliance management, Stakeholder Management
**Posted:** 2026-07-21

> Manage a book of strategic 401(k) clients as a trusted advisor, driving retirement plan success, participant outcomes, compliance, and financial wellness goals through strategy sessions, cross-functional collaboration, and continuous optimization.

## Job Description

## 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.

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