Note: The job is a remote job and is open to candidates in USA. The Partners Group is hiring an Account Manager for its Retirement Planning team. The role supports retirement plan clients through day-to-day service, plan administration, compliance-related activities, client deliverables, and employee education.
Responsibilities
- 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
Skills
- 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
- Prior experience conducting retirement plan education workshops, enrollment meetings, or participant guidance sessions
- Offer familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities
- A bachelor's degree in a relevant field or equivalent professional experience (preferred)
Benefits
- Generous Paid Time Off
- Medical and Dental Insurance
- Life and Disability Insurance
- A Retirement plan
- Employee ownership opportunities
- Continuing Education and encouragement toward professional designations
- A hybrid work schedule that supports flexibility while maintaining strong team connection
- Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred)
- 8 hours paid volunteer time per quarter
- Charitable contributions matched by TPG
- An All-company holiday volunteer day
Company Overview
Company H1B Sponsorship