What are the responsibilities and job description for the Employee Meeting Liaison position at T. Rowe Price?
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
This position is responsible for developing and delivering employee education to T. Rowe Price 401(k) clients. The Education Consultant will deliver education in multiple formats to employees, in person and through use of industry leading technology. These include but are not limited to, leveraging strong understanding of T. Rowe Price retirement plan offerings and services to independently deliver basic and complex trainings, participating in and performing product demonstrations, leveraging internal and external consultative business partnerships to develop a strong understanding of client demographics and company culture and supporting cross-training staff as well as engaging in cross-training with client education (training) team to grow knowledge of various retirement products.
This position is responsible for developing and delivering employee education to T. Rowe Price 401(k) clients. The Education Consultant will deliver education in multiple formats to employees, in person and through use of industry leading technology. These include but are not limited to, leveraging strong understanding of T. Rowe Price retirement plan offerings and services to independently deliver basic and complex trainings, participating in and performing product demonstrations, leveraging internal and external consultative business partnerships to develop a strong understanding of client demographics and company culture and supporting cross-training staff as well as engaging in cross-training with client education (training) team to grow knowledge of various retirement products.
Responsibilities
- Facilitates a communication and education strategy by conduction group meetings and one on ones, in person, via the web, or in recorded presentations.
- Provide retirement education and expertise to our client and their employees.
- Managing meeting schedules and travel booking (May spend up to 80% of time on the road at client locations)
- Develops and manages strategic relationships with site contacts, plan sponsors and advisors within the book of business.
- Research and gains in depth understanding of company specific retirement plan, culture, and employee demographics.
- Collaborates with business owners across operations, service, product, and technology to understand business initiatives, challenges, and priorities that can be incorporated into the learning experience.
- Understands specifics around clients' plans, and partners with clients to review training plan, as well as propose and develop events that are tailored to group's needs and support the unit strategy.
- Customizes and delivers complex plan presentations.
- Completes follow-up activities with clients and resolves outstanding questions and/or issues; leverages tools to measure success of learning offerings and programs.
- Receives and shares feedback from clients in a continual effort to improve the overall user learning experience.
Qualifications
Required:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 5 years of total relevant work experience
- FINRA Series 7 & 66 and CRPC (must be obtained within 6 months)
- Must be willing to travel up to 70-80%
- Strong presentation skills
Preferred:
- Bilingual - Spanish Speaking
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$61,000.00 - $98,000.00 for the location of: Maryland, Colorado, Washington and remote workers$67,500.00 - $108,000.00 for the location of: Washington, D.C.
$76,500.00 - $123,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
04/13/2025
Commitment to Diversity, Equity, and Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Learn more about our benefits.
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Salary : $61,000 - $98,000
