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 tha…
InnVentures Overview Driven by an innovative, entrepreneurial spirit, InnVentures has a culture of building teams that produce winning results. We operate over 75 hotels in 20+ states for some of the Nation’s largest REI…
Skills: Leadership, Mentoring, Revenue management, Financial reporting, Staff training
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 tha…
Skills: Business Development, Relationship Management, Wealth Management, Strategic Outreach, Networking
Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Seeking a job that fits around your life? L…
Pay Range: $45000 - $115000 / year ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related prod…
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $55000 - $125000 / year ** Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related prod…
Skills: Sales leadership, Team management, Customer service, Mentorship, Coaching
Cascade Management, Inc.
Accountant
Tigard, Oregon, United States · On-site
$25/hr–$30/hr
Mid level
About Us Compensation: $25.00-30.00 Schedule: Monday-Friday (8am-5pm) Hours: 40 Full-Time Location: Tigard, OR Properties: Corporate Office Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term…
Skills: Accounting, Financial Reporting, General Ledger, Journal Entries, Account Reconciliation
Cascade Management, Inc.
Accounting Assistant III - Rent Journalist
Tigard, Oregon, United States · On-site
$22/hr–$25/hr
Mid level
About Us Compensation: $22.00-25.00 Schedule: Monday-Friday (8am-5pm) Hours: 40 Full-Time Location: Tigard, OR Properties: Corporate Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disabi…
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment t…
Description CRMG is in search of a seasoned Senior Affordable Portfolio Manager to provide strategic leadership. This is a high-impact role ideal for a results-driven professional with deep experience in asset and proper…
About the Role: This role supports the efforts of Credit Risk Administration in maintaining sound and effective management of the Bank’s credit exposures by providing a robust Dual Risk Rating (DRR) system. Responsibilit…
Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket commercial equipment leases. FinPac originates business through partnering with vendors, third pa…
Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Licensed Tax Consultants (Tax P…
Regional Business Director Pacific North – Dental Services Organization (DSO) Position Overview: The Regional Business Director will oversee the operational, financial, and strategic performance of 6 to 8 dental practice…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Member Advocate (Spanish Speaking), Bridgeport Village Branch
Tigard, Oregon, United States · On-site
$20/hr–$27/hr
Entry level
At Unitus, each employee has an opportunity to make a difference for our members. As part of the Bridgeport Village branch team, the Member Advocate will initiate sales, process routine transactions, open new accounts an…
CCommunity leader. Protector of dreams. That's what makes an American Family Insurance Agent. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our custom…
Skills: Agency Management, Sales, Business Growth, Team Leadership, Strategic Planning
Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket commercial equipment leases. FinPac originates business through partnering with vendors, third pa…
Skills: Collections, Customer service, Negotiation, Data entry, Microsoft Outlook
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitiv…
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
Skills: Tax preparation, Client services, Communication, Problem-solving, Customer service
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$70k–$85k/yr
Full-time
bachelor degree
Paid Time Off, Medical Insurance, Dental Insurance, Life Insurance, Disability Insurance, Retirement Plan
Posted 17d ago
~40 hrs/week
Responsibilities
The Account Manager serves as the primary day-to-day contact for retirement plan clients, ensuring responsive service and high-quality plan administration. They collaborate with consultants to prepare deliverables, conduct employee education sessions, and monitor compliance with regulatory requirements.
Requirements
Candidates must have at least 3 years of experience in retirement plans, pension services, or recordkeeping. A Series 65 license is required or must be obtained within 90 days of hire.
Full job description
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 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 outstanding opportunity for a client-focused retirement plan services professional to join our Retirement Planning team as an Account Manager.
How you will make an impact at TPG
As an Account Manager, you'll serve as a trusted day-to-day partner to retirement plan clients, helping ensure they receive responsive service, thoughtful guidance, and a high-quality experience. Working closely with Retirement Consultants, you'll support plan administration, client deliverables, compliance-related activities, and employee education initiatives that help plan sponsors and participants make informed retirement decisions. Your ability to build relationships, communicate complex concepts clearly, and proactively address client needs will contribute directly to client satisfaction and long-term retention. You'll also help strengthen TPG's reputation for delivering personalized service and practical retirement plan expertise.
This role is well suited for someone who enjoys balancing client service, relationship management, and participant education. You'll thrive here if you're proactive, collaborative, naturally curious, and find fulfillment in helping people better understand and prepare for retirement.
A typical day in this role
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
Key details
Title: Account Manager
Location: Portland, Oregon or Renton, WA strongly preferred (in-office with hybrid remote opportunities). Open to considering fully remote for highly qualified individuals (Pacific or Mountain time zones preferred).
Hours: 40 hours/week, Mon-Fri
Salary Range: $70,000-85,000 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, if any
Requirements
What you’ll bring to the table
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
What will make you really stand out
Prior experience conducting retirement plan education workshops, enrollment meetings, or participant guidance sessions
A bachelor's degree in a relevant field or equivalent professional experience (preferred)
Offer familiarity with ERISA, retirement plan compliance, and fiduciary responsibilities
Why join The Partners Group?
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 Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities
Ongoing support & development, including Continuing Education and encouragement toward professional designations
A hybrid work schedule that supports flexibility while maintaining strong team connection
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
If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, 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.
Your Partner in Insurance and Financial Planning
Today's investment climate offers unprecedented opportunities. At The Partners Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1.A clear understanding of their financial and insurance goals
2.A well-defined roadmap to help achieve those goals
3.Ongoing advice to help adjust their roadmap when their needs change
We offer many online tools to help you get started with your own planning. We have online Risk Management calculators, which will help you determine if you have the right amount of insurance protection in place. As well as an online insurance quoting tool where you can compare what you are currently doing to what is avaliable. Look at the Saving & Investing calculators to see if you are on track for your college funding needs and give you an idea if your are truely on track for retirement.
Offices: 5984 S. Prince St. #102, Littleton, Colorado 80120, US
How many Finance & Accounting jobs are open in Tigard, OR right now?
There are currently 70 open finance & accounting positions in Tigard, OR listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Tigard, OR?
Companies currently hiring include Global Elite Consultants, Columbia Bank, Lithia & Driveway, Cascade Management, Inc., Chubb Life Hong Kong, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Tigard, OR?
Yes — 22 of the 70 open finance & accounting positions offer remote or hybrid work (12 remote, 10 hybrid).
How do I apply for Finance & Accounting jobs in Tigard, OR?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.