Retirement Strategist

🕒 vor 1 Monat

🦀 Maryland – Remote

infoinfo

💵 $143.000 - $245.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

🗣️🇺🇸🇬🇧 Englisch erforderlich

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T. Rowe Price

5001 - 10000 Mitarbeiter

💼 Beratung

🛡️ Versicherung

💸 Finanzen

Consulting • Insurance • Finance

T. Rowe Price ist eine führende globale Vermögensverwaltungsgesellschaft, die aktiv in Chancen investiert, um Menschen in einer sich verändernden Welt zum Erfolg zu verhelfen.

Beschreibung

• Develop and deliver differentiated retirement research, insights, and thought leadership aligned to enterprise priorities and market opportunities • Create market-facing content and presentations on retirement topics for clients, prospects, and industry stakeholders • Represent the firm in client meetings, prospect discussions, conferences, and other external engagements as a retirement subject matter expert • Partner with distribution teams to support strategic client conversations, meeting opportunities, and capability positioning • Translate proprietary research, industry developments, and client feedback into clear, relevant, and actionable insights • Establish and maintain a feedback loop capturing market trends, client perspectives, and competitive intelligence • Collaborate with marketing, product, research, and investment teams to ensure retirement messaging and content are timely, differentiated, and commercially relevant • Support modular content tailored to plan sponsors, consultants, and advisors • Contribute to the firm’s point of view on retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement issues • Report to Jessica Sclafani, Head of Retirement Strategist Team

🎯 Anforderungen

• Bachelor’s degree and 10+ years of related work experience supporting retirement • Significant experience in retirement, asset management, financial services • Deep knowledge of retirement topics, including defined contribution plan investments, plan design, participant behavior, retirement income and industry trends • Strong written and verbal communication skills, with the ability to present complex topics clearly and effectively • Experience developing thought leadership, strategic content, presentations, or research-based materials • Demonstrated ability to engage credibly with institutional clients, prospects, and internal stakeholders • Strong collaboration skills and the ability to work effectively across functions and teams • Commercial mindset and understanding of how insights and content can support business development and client engagement • Ability to travel up to 50% of the time • Experience working with or supporting distribution, institutional, intermediary, or retirement-focused client segments • Familiarity with US retirement market and retirement policy themes • Experience speaking at conferences, client events, or industry forums • Advanced degree or relevant professional designation preferred but not required • FINRA licenses are not required and will not be supported for this role

🏖️ Vorteile

• 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 • Full time remote work eligibility

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