Retirement Strategist

🔥 0 minutes ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $133k - $241k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👻 Ghost score 0%

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T. Rowe Price

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world. Headquartered in Baltimore, Maryland, the firm provides a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients worldwide, including individuals, advisors, institutions, and retirement plan sponsors. With over 85 years of experience, T. Rowe Price employs an active, independent investing approach supported by rigorous research, aiming to deliver consistent performance in varying market conditions. Their focus is on building deep partnerships with clients to match their goals with the firm's investment expertise.

📋 Description

• 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 on timely, differentiated, commercially relevant retirement messaging and content • Support modular content development for 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

🎯 Requirements

• 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

🏖️ Benefits

• 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 • Flexible work arrangements

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