Hybrid Retirement Plan Account Manager

Socket.dev; Portland (OR); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Paid volunteer time off

Charitable contributions matched

All-company volunteer day

Employee ownership opportunities

Job summary

The Partners Group is seeking an Account Manager to serve as a trusted day-to-day partner for retirement plan clients, ensuring responsive service and high-quality experiences. You will work with Retirement Consultants to support plan administration, deliver client reports, coordinate communications, and educate employees.

Ideal candidates will have 3+ years in retirement plans, Series 65 or ability to obtain, and strong communication skills.

Qualifications

• 3+ years’ experience in retirement plans, pension services, recordkeeping, or related retirement industry role.
• Series 65 license, or 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.

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

Client relationship management

Strong communication

Retirement plan knowledge

Series 65 license readiness

Education

Bachelor's degree or equivalent experience

Job description

The Partners Group is seeking an Account Manager to serve as a trusted day-to-day partner for retirement plan clients, ensuring responsive service and high-quality experiences. You will work with Retirement Consultants to support plan administration, deliver client reports, coordinate communications, and educate employees.

Ideal candidates will have 3+ years in retirement plans, Series 65 or ability to obtain, and strong communication skills.