Retirement Plan Account Manager — Hybrid/Remote

Socket.dev; Renton (WA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical and Dental Insurance

Life and Disability Insurance

Retirement plan

Employee ownership opportunities

Hybrid work schedule

Volunteer time off

Job summary

The Partners Group in Renton, WA is seeking an Account Manager to serve as the trusted day-to-day partner for retirement plan clients. You will help ensure responsive service, thoughtful guidance, and a high-quality experience, collaborating with Retirement Consultants on plan administration, client deliverables, and education initiatives.

You'll build relationships, communicate complex concepts clearly, and address client needs to support long-term satisfaction and retention.

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

3+ years’ experience in retirement

Series 65 license

Communication skills

Relationship management

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 the trusted day-to-day partner for retirement plan clients. You will help ensure responsive service, thoughtful guidance, and a high-quality experience, collaborating with Retirement Consultants on plan administration, client deliverables, and education initiatives.

You'll build relationships, communicate complex concepts clearly, and address client needs to support long-term satisfaction and retention.