Account Manager, Retirement

Role summary

Account Manager, Retirement is a role at The Partners Group LLC in Tigard, Oregon, United States (hybrid). Posted 2026-08-26. Salary: USD 70,000–85,000 per year. Experience level: 2-5.

Job title

Account Manager, Retirement

Company

The Partners Group LLC

Location

Tigard, Oregon, United States

Work arrangement

hybrid

Category

Sales

Salary

USD 70,000–85,000 per year

Experience level

2-5

Date posted

2026-08-26

Job description

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partner ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for a client-focused retirement plan services professional to join our Retirement Planning team as an Account Manager.

How you will make an impact at TPG

As an Account Manager, you'll serve as a trusted day-to-day partner to retirement plan clients, helping ensure they receive responsive service, thoughtful guidance, and a high-quality experience. Working closely with Retirement Consultants, you'll support plan administration, client deliverables, compliance-related activities, and employee education initiatives that help plan sponsors and participants make informed retirement decisions. Your ability to build relationships, communicate complex concepts clearly, and proactively address client needs will contribute directly to client satisfaction and long-term retention. You'll also help strengthen TPG's reputation for delivering personalized service and practical retirement plan expertise.

This role is well suited for someone who enjoys balancing client service, relationship management, and participant education. You'll thrive here if you're proactive, collaborative, naturally curious, and find fulfillment in helping people better understand and prepare for retirement.

A typical day in this role

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

Key details

Title: Account Manager

Location: Portland, Oregon or Renton, WA strongly preferred (in-office with hybrid remote opportunities). Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred).

Hours: 40 hours/week, Mon-Fri

Salary Range: $70,000-85,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

Requirements

What you’ll bring to the table

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

What will make you really stand out

Prior experience conducting retirement plan education workshops, enrollment meetings, or participant guidance sessions

A bachelor's degree in a relevant field or equivalent professional experience (preferred)

Offer familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:

A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities

Ongoing support & development, including Continuing Education and encouragement toward professional designations

A hybrid work schedule that supports flexibility while maintaining strong team connection

Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day

Commitment to Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

Apply Today

If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!

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