Client-Focused Retirement Plan Account Manager

The Partners Group; Portland (OR); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

Retirement plan

Employee ownership opportunities

Hybrid work schedule

Job summary

The Partners Group is seeking an Account Manager to serve as the main day-to-day partner for retirement plan clients in a hybrid in-office/remote role. You will support plan administration, client deliverables, and employee education, working closely with Retirement Consultants to deliver personalized service and practical retirement plan expertise.

Ideal candidates bring 3+ years in retirement plans, a Series 65 license (or ability to obtain), and a strong track record of building client

Qualifications

• 3+ years’ experience in retirement plans, pension services, recordkeeping, or related retirement industry role.
• Series 65 license, or ability to obtain within 90 days of hire.
• Experience communicating retirement plan concepts to participants, sponsors, or stakeholders.
• Strong knowledge of retirement plans and investment concepts.
• Proven ability to build client relationships and deliver exceptional service.
• Excellent verbal and written communication skills, including presenting to groups.

Responsibilities

• Serve as the primary day-to-day contact for assigned retirement plan clients and meet service commitments.
• Partner with Retirement Consultants to support plan administration, meetings, and initiatives.
• Prepare presentations, reports, and client deliverables on plan performance and demographics.
• Coordinate client and vendor communications, schedule meetings, and follow through on requests.
• Conduct employee education sessions and participant meetings on enrollment, investments, and retirement goals.
• Monitor compliance requirements and help clients navigate regulatory aspects.

Skills

Retirement plans

Series 65

Client relationships

Communication skills

Retirement concepts

Team collaboration

Education

Bachelor's degree or equivalent experience

Job description

The Partners Group is seeking an Account Manager to serve as the main day-to-day partner for retirement plan clients in a hybrid in-office/remote role. You will support plan administration, client deliverables, and employee education, working closely with Retirement Consultants to deliver personalized service and practical retirement plan expertise.

Ideal candidates bring 3+ years in retirement plans, a Series 65 license (or ability to obtain), and a strong track record of building client