Retirement Account Manager & Education Specialist

The Partners Group
$70,000-80,000
dental insurance, paid time off, retirement plan

Apr 08, 2025
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 partnerships. 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 exceptional opportunity for a retirement plan professional to join our Retirement team in Portland, Oregon as an Account Manager & Education Specialist. How you will make an impact at TPG The Retirement Plan Account Manager & Education Specialist will play a pivotal role in delivering exceptional service to clients, helping ensure their retirement plans are well managed and compliant with regulations. By proactively supporting the Retirement Plan Consulting team, this individual will be integral to building strong client relationships, strategizing with vendor partners, and delivering valuable employee education. If you are a motivated, detail-oriented professional with a passion for retirement plans, this is a chance to be part of a close-knit, dynamic team where you can make a meaningful impact! A typical day in this role Serve as the primary point of contact for assigned clients, ensuring satisfaction by addressing concerns, meeting service commitments, and providing timely resolutions. Support consultants with plan implementation, compliance, administration, and preparation of plan materials, presentations, and proposals. Organize and conduct employee enrollment and education meetings, including group and one-on-one sessions to assist with enrollments, savings goals, and investment allocations. Monitor and ensure compliance with ERISA and other regulatory requirements for existing retirement plans. Maintain strong relationships with clients and vendors, providing continuous support and facilitating the bid solicitation process. Lead or assist with special projects as needed, including preparing reports, materials, and contributing to internal processes and improvements. Key details Location: Portland, Oregon in-office with hybrid remote opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $70,000-80,000 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: Locally with minimal overnight stays for client meetings, educational workshops, and other business needs. What you'll bring to the table At least 2 years of experience in pension and retirement plan administration, with the ability to clearly communicate plan details and conduct participant education. A bachelor's degree (preferred) or equivalent professional experience. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and industry-specific software. Excellent written and verbal communication skills, with the ability to explain complex issues clearly and professionally. What will make you really stand out 3-5 years of experience in the retirement plan industry, with a solid understanding of plan administration and investment concepts. Series 65 license (or willingness to obtain within the first 6 months of employment). Experience with participant education, guidance, or one-on-one interactions Proven ability to provide outstanding customer service What TPG can offer you A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, retirement plan, and employee stock purchase program Support and development to cultivate your knowledge and continuing education to maintain or support your professional designations 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 Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us. Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only. The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.