Hybrid Retirement Plan Account Manager

The Partners Group; Renton (WA); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off

Medical & Dental Insurance

Retirement plan

Employee ownership opportunities

Hybrid work schedule

Continuing Education

Volunteer time off

Job summary

The Partners Group in Renton, WA is seeking an Account Manager to serve as a trusted day-to-day partner to retirement plan clients, delivering responsive service, thoughtful guidance, and a high-quality experience.

You'll collaborate with Retirement Consultants to support plan administration, client deliverables, and compliance activities, while educating employees to empower informed retirement decisions.

Qualifications

• 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

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

Retirement plans experience

Series 65 license

Communication skills

Client relationship building

Financial concepts

Presentation skills

Education

Bachelor's degree in a relevant field

Job description

The Partners Group in Renton, WA is seeking an Account Manager to serve as a trusted day-to-day partner to retirement plan clients, delivering responsive service, thoughtful guidance, and a high-quality experience.

You'll collaborate with Retirement Consultants to support plan administration, client deliverables, and compliance activities, while educating employees to empower informed retirement decisions.