Account Manager, Retirement

The Partners Group LLC•Tigard, OR

2d•$70,000 - $85,000•Hybrid

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 focused on helping individuals understand and prepare for retirement.

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