Account Manager, Retirement
About The Position
The Partners Group (TPG) is seeking a client-focused retirement plan services professional to join their Retirement Planning team as an Account Manager. This role involves serving as a trusted day-to-day partner to retirement plan clients, ensuring responsive service, thoughtful guidance, and a high-quality experience. The Account Manager will collaborate with Retirement Consultants to support plan administration, client deliverables, compliance-related activities, and employee education initiatives. The position is ideal for someone who enjoys client service, relationship management, and participant education, and thrives in a proactive, collaborative, and curious environment.
Requirements
- 3+ years’ experience in retirement plans, pension services, recordkeeping, or a related retirement industry role
- Series 65 license, or the ability to obtain the license within 90 days of hire
- Experience communicating retirement plan concepts to participants, plan sponsors, or other stakeholders
- Strong knowledge of retirement plans and a general understanding of investment concepts
- Demonstrated ability to build strong client relationships and deliver exceptional customer service
- Excellent verbal and written communication skills, including confidence presenting to groups and facilitating educational discussions
Nice To Haves
- Prior experience conducting retirement plan education workshops, enrollment meetings, or participant guidance sessions
- A bachelor's degree in a relevant field or equivalent professional experience
- Familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities
Responsibilities
- Serve as the primary day-to-day contact for assigned retirement plan clients and ensure service commitments are met
- Partner with Retirement Consultants to support plan administration, client meetings, and strategic service initiatives
- Prepare presentations, reports, and client deliverables related to plan performance, demographics, and employee education
- Coordinate client and vendor communications, schedule meetings, and follow through on requests and action items
- Conduct employee education sessions and participant meetings focused on enrollment, investments, and retirement savings goals
- Monitor retirement plan compliance requirements and help clients navigate regulatory and administrative considerations
Benefits
- Generous Paid Time Off
- Medical and Dental Insurance
- Life and Disability Insurance
- Retirement plan
- Employee ownership opportunities
- Continuing Education
- Encouragement toward professional designations
- 8 hours paid volunteer time per quarter
- Charitable contributions matched by TPG
- All-company holiday volunteer day
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
