Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards. Backed by Bessemer and Menlo.
About the role
Are you a process-driven problem solver who loves checking items off your to-do list? Do you thrive on turning inefficiencies into seamless processes? Does making complex tasks efficient and intuitive energize you? Do you seek to help scale solutions that aim to delight and empower clients? Do you have some relevant 401(k) industry experience?
What they're looking for
- Some experience in 401(k) retirement industry
- Interest in working towards QKA certification and other ASPPA certifications
- A detail-oriented mindset with excellent organizational skills
- Comfort handling multiple priorities at once and problem solving on the fly in a creative and holistic manner
- A proactive approach in reimagining existing processes to make them better
- Effective communication skills and experience working cross functionally with client facing teams or stakeholders
More about this role
Betterment is a leading, technology-driven financial services company that offers investing, savings 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, to empower people to build wealth with confidence and ease.
Are you a process-driven problem solver who loves checking items off your to-do list? Do you thrive on turning inefficiencies into seamless processes? Does making complex tasks efficient and intuitive energize you? Do you seek to help scale solutions that aim to delight and empower clients? Do you have some relevant 401(k) industry experience?
Betterment’s 401(k) team is seeking a detail-oriented compliance associate with a passion for 401(k). This role is part of the 401(k) Compliance team within Betterment at Work. This team is the go-to group for 401(k) compliance subject matter expertise and are skilled in efficiency and technical 401(k) plan administration. You will be joining a group of individuals that empower each other to take ownership, lead the charge to create solutions that last and who motivate others...
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