Consultant, Retirement

Description

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 retirement plan consulting and client relationship management professional to join our Retirement Plan team as a Consultant in Renton, WA.

As a Consultant with the Retirement team, you will be responsible for retirement plan business development and exceptional customer service. You will serve as a trusted advisor to retirement plan clients, helping organizations navigate plan governance, fiduciary responsibilities, investment oversight, and long-term retirement strategy. You'll work closely with plan committees and stakeholders to provide guidance that supports sound decision-making, strong participant outcomes, and a high level of client service.

By building and strengthening client relationships, you'll help ensure clients receive proactive, strategic support while contributing to the continued growth and success of TPG's Retirement Planning practice. You'll also play an important role in participant education and engagement, helping individuals better understand and maximize their retirement benefits.

This role is well suited for someone who enjoys balancing relationship management, strategic consulting, and client education. The ideal candidate is a proactive team player who brings a positive attitude, communicates confidently with a variety of audiences, and genuinely enjoys helping clients achieve their retirement plan goals.

• Advise retirement plan sponsors on governance, investments, and plan design
• Build trusted relationships with retirement plan clients and committees
• Lead participant education and retirement planning discussions
• Collaborate with internal service teams to support client needs
• Review investment data and present actionable recommendations
• Develop new relationships within the Seattle retirement plan market

Title:

Consultant

Location:

Renton, WA preferred (in-office with hybrid remote opportunities). Open to Portland,

Hours:

40 hours/week, Mon-Fri

Salary Range: $110,000 - $200,000 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; local with periodic overnight travel

• Active Series 65 license
• 3-5 years of retirement plan consulting, sales, or relationship management experience
• Strong knowledge of qualified retirement plans and fiduciary principles
• Exceptional presentation, communication, and client relationship skills
• Proven commitment to delivering an outstanding client experience
• Proficiency with Microsoft Office and business technology tools.

• Series 6 or Series 7 license
• CPFA and/or AIF designation
• Experience delivering participant education and guidance
• Bachelor's degree in finance, business, economics, or a related field
• Knowledge of retirement plan investments and investment analysis

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:

• A comprehensive benefits package including generous Paid Time Off, Medical and Dental…