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Account Manager, Retirement at The Partners Group

Department: Retirement

Compensation

$70,000 – $85,000/yr

Setup
Remote, Hybrid
Location
Portland, Oregon
Type
Full-time
Level
mid
Posted

Description

The Partners Group is hiring an Account Manager for its Retirement Planning team to serve as the primary contact for retirement plan clients, support plan administration and compliance activities, prepare client deliverables, coordinate vendors and meetings, and conduct employee education sessions. The role requires at least three years of retirement-plan or related experience, a Series 65 license or ability to obtain it within 90 days, strong communication skills, and knowledge of retirement plans and investment concepts. It is based in Portland, Oregon or Renton, Washington, with hybrid remote opportunities and a stated salary range of $70,000 to $85,000 annually.

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