Account Manager, Retirement

External•Portland, OR

1d•Hybrid

About The Position

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG’s success is driven by a culture that values partner ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together! The Partners Group currently has an outstanding opportunity for a client-focused retirement plan services professional to join our Retirement Planning team as an Account Manager. How you will make an impact at TPG As an Account Manager, you'll serve as a trusted day-to-day partner to retirement plan clients, helping ensure they receive responsive service, thoughtful guidance, and a high-quality experience. Working closely with Retirement Consultants, you'll support plan administration, client deliverables, compliance-related activities, and employee education initiatives that help plan sponsors and participants make informed retirement decisions. Your ability to build relationships, communicate complex concepts clearly, and proactively address client needs will contribute directly to client satisfaction and long-term retention. You'll also help strengthen TPG's reputation for delivering personalized service and practical retirement plan expertise. This role is well suited for someone who enjoys balancing client service, relationship management, and participant education. You'll thrive here if you're proactive, collaborative, naturally curious, and find fulfillment in helping people better understand and prepare for retirement. A typical day in this role 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

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