Account Manager, Retirement

Summary

The Partners Group is a purpose-driven insurance brokerage committed to making a difference in its community through its work. The Account Manager will serve as the primary day-to-day partner for retirement plan clients, supporting plan administration, client deliverables, compliance activities, and employee education initiatives while building strong client relationships.

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

Skills

• 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
• Offer familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities
• Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time
• 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 (preferred)
• Portland, Oregon or Renton, WA strongly preferred (in-office with hybrid remote opportunities)
• Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred)

Qualifications

Must Haves

• 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
• Offer familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities
• Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time

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 (preferred)
• Portland, Oregon or Renton, WA strongly preferred (in-office with hybrid remote opportunities)
• Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred)

Benefits

• Generous Paid Time Off
• Medical and Dental Insurance
• Life and Disability Insurance
• A Retirement plan
• Employee ownership opportunities
• Ongoing support & development, including Continuing Education and encouragement toward professional designations
• A hybrid work schedule that supports flexibility while maintaining strong team connection
• 8 hours paid volunteer time per quarter
• Charitable contributions matched by TPG
• An All-company holiday volunteer day