401(k) Onboarding Manager at Betterment

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About Betterment:

Betterment at Work is a 401(k) service built from the ground up with the needs of the modern employee in mind. It’s selected by employers who want to offer their employees tailored financial advice that will help them create a more secure future. Betterment’s 401(k) offering is powered by Betterment’s proprietary, smart technology that automates and optimizes asset allocation to enhance financial wellness. As a fiduciary that is independent of the funds it invests in, Betterment believes that everyone has the fundamental right to expert financial advice. Headquartered in New York City and created by the largest independent online financial advisor, Betterment’s 401(k) is used by leading employers like Casper. For more information, visit www.betterment.com/401k.

About the Role:

The Betterment 401(k) Onboarding Manager’s main focus is to oversee a team of 401(k) Onboarding associates and ensure they have the tools to effectively navigate our clients through a pleasant and efficient onboarding process.

As the Onboarding manager, you will focus on building a team of high-performing associates while fostering a positive work environment. You will also be responsible for measuring team performance through KPIs, while keeping an eye on the big picture and driving towards broader 401(k) team OKRs. 

This role is remote eligible. Colorado has an annual starting salary of $74,000, a competitive equity package, health, dental and vision benefits, and a 401(k) offering. This job may also be eligible for variable compensation in the form of an incentive bonus. The actual pay may be higher depending on your skills, qualifications, and experience.

A Day in the Life:

People Management

  • Lead and coach the 401(k) Onboarding team to provide clients with a strong first impression of Betterment.
  • Keep the team informed and up-to-date on department updates. 
    • This includes explaining business reasons behind new initiatives so that all team members have appropriate context into what’s happening across the larger organization and why. 
  • Engage team members in long-term career development conversations, amplifying their strengths as they grow within the business.
  • Perform regular Quality Assurance checks and provide timely, constructive feedback to your team.

401(k) Team Efficiency & Development

  • Strive to optimize team processes and performance for the benefit of your team, customers, and the business.
  • Ensure the daily activities of the team, including phone and email support, and other related functions are executed well.
  • Manage customer escalations as needed.

Cross-Functional Development

  • Stay current on Betterment product developments to accurately coach and prepare your team on fielding customer inquiries.
  • Influence the broader strategy for the department with cross-functional collaboration, including reporting on KPI and team SLAs to stakeholders.
  • Lead projects and partner with cross functional peers on various local or departmental initiatives.
  • Identify opportunities to delight and serve our clients in a scalable way.
What We’re Looking For:
  • Strong leadership and effective management skills.
  • Exhibits true ownership and assures results are achieved. Strives for measurable, high-quality and timely results.
  • Aptitude for learning, creating, and iterating rapidly.
  • Self-aware in recognizing your own and others’ emotions. Demonstrates a mature and empathetic approach and reaction no matter the situation.
  • Inherently operates in a service mindset, always keeping our customers top of mind.
  • Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Jira, Asana, etc.).
  • Experience in financial services, including 401(k)s, is a plus!
What Being at Betterment Means for You:

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution. 

You’ll join a Community that Cares: 

  • Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations. 
  • Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote friendly way.
  • Join one or more of our 6 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterment’s culture and product for years to come.

You’ll stay Happy and Healthy:

  • We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, benefit packages that fit your needs (infertility and World Professional Association for Transgender Health approved benefits available), flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits. 
  • You’ll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what you’re working on.

You’ll Learn & Grow:

  • Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning. 
  • As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells.

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to [email protected] 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application.

Throughout the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 2-3 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that we’re unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesn’t have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help. 

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • RubyGemsLibraries
    • AngularJSFrameworks
    • DjangoFrameworks
    • Ember.jsFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • TensorFlowFrameworks
    • BootstrapFrameworks
    • CassandraDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • AirflowDatabases
    • RedshiftDatabases
    • RAnalytics
    • TableauAnalytics
    • SQLAnalytics
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM
    • MandrillEmail

What are Betterment Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide lunch three times a week on Monday, Wednesday and Friday. Lunch is curated by our in-house chef to be both seasonal and take note of dietary restrictions.
Happy Hours
Recreational Clubs
Fitness Subsidies
Betterment reimburses employees up to $900/year for fitness services.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks

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