Account Manager, Retirement

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 Department: Retirement. ATS provider: Paylocity. Salary: USD.