Senior Consultant, Client Education

Job not on LinkedIn

🔥 3 hours ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $73.5k - $157k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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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

• Facilitates a communication and education strategy by conducting 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.

🎯 Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience • 5+ years of total relevant work experience • FINRA Series 7, 63 & 65 or 66 upon hire and CRPC (must be obtained within 6 months) • Must be willing to travel up to 70-80% • Strong presentation skills • Preferred: Charted Retirement Planning Counselor (CRPC) • Bilingual - Spanish Speaking • FINRA Requirements FINRA licenses are required and will be supported for this role

🏖️ 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