Hiring: Account Manager, Retirement Company: The Partners Group Location: Portland, Oregon Metropolitan Area Job Posted Time: 2026-09-16 22:42:07 Employment Type: Remote About the job Experience: •3+ years’ experience in retirement plans, pension services, recordkeeping, or a related retirement industry role Required Skills: •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 Qualifications: •Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred). •Demonstrated capacity to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time. •What you’ll bring to the table •Series 65 license, or the ability to obtain the license within 90 days of hire •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 Compensation: •$70,000 - $85,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!