K Client Success Manager

About Betterment

Betterment is a leading, technology‑driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium‑sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY‑based positions (four days a week in‑office).

As a Client Success Manager focused on Betterment’s 401(k) offering, you’ll serve as a strategic partner to both plan sponsors and their advisors. You will lead the ongoing relationship, ensuring each client’s plan delivers measurable value to their organization and employees.

A core part of your work will involve supporting Advisors by simplifying their partnership with Betterment—making it easy for them to deliver value to their clients, navigate the platform, and meet their fiduciary responsibilities. You’ll provide insights, guidance, and tactical execution that elevate their experience and build long‑term trust.

You’ll also collaborate cross‑functionally with teams like Product, Marketing, Compliance, and Sales to elevate the advisor and sponsor experience, and act as a champion for both in internal conversations.

This role is based out of our NYC office. In NYC, the base salary range is $95,000–$113,000. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short‑term and long‑term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus.

• 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

• 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