Retirement Plan Account Manager — Hybrid

The Partners Group LLC; Renton (WA); 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

Job summary

The Partners Group LLC, a leading retirement planning firm, seeks an Account Manager to act as the primary day-to-day partner for retirement plan clients, delivering responsive service, guidance, and a high-quality experience. Collaborate with Retirement Consultants and strengthen client retention through proactive education and timely deliverables.

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

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.
• Demonstrated ability to build client relationships and deliver exceptional customer service.
• Excellent verbal and written communication skills, including presenting to groups.

Responsibilities

• Serve as 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 and education.
• Coordinate client and vendor communications, schedule meetings, and follow up on requests.

Skills

Client relationships

Retirement planning

Plan administration

Presentation skills

Regulatory knowledge

Education

Series 65 license

Bachelor's degree

Job description

The Partners Group LLC, a leading retirement planning firm, seeks an Account Manager to act as the primary day-to-day partner for retirement plan clients, delivering responsive service, guidance, and a high-quality experience. Collaborate with Retirement Consultants and strengthen client retention through proactive education and timely deliverables.

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