Strategic Product Consultant – Retirement Advice

Role Summary

Strategic Product Consultant executes against two primary RPS Strategic Imperatives – (1) acquiring target clients and (2) client retention. The incumbent provides critical deal‑specific support by positioning and articulating the technology offer, product offer, plan sponsor experience, and participant communications experience as well as our innovation strategy during new business and rebid opportunities. A primary responsibility of this role is to present and position our advice offering(s) during client meetings, including those with prospects, advisors, plan sponsors and participants, clearly articulating its value proposition, differentiation, and impact on participant outcomes.

The role also supports key business metrics related to participant adoption and engagement with advice services, leveraging client‑facing insights to help drive increased utilization and measurable impact. In addition, the role may support the go‑to‑market strategy for the advice offering, working closely with Product, Marketing, Sales, Client Services and other cross‑functional partners to develop, refine, and evolve the most clear and effective way to describe, position, and deliver the offering in market.

Through this collaboration and direct client engagement, the incumbent plays a key role in influencing messaging, presentation strategy, and overall market positioning via B2B and B2C audiences.

Interactions with Clients/Prospects/Advisors – This position is responsible for representing the technology offer, product offer, plan sponsor experience, and participant experience as well as our innovation strategy during new business and rebid opportunities during sales finals/semi‑finals, including new business and rebids. The Strategic Product Consultant must be well‑versed in all aspects of the product offering for both participants and plan sponsors and able to present this information effectively to Plan Sponsors.

Preparation for each individual prospect and client meeting is also critical and requires a structured process in order to be strategic with the approach to each meeting. This role acts as a key leader/participant in the sales planning process.

Internal Influence – The Strategic Product Consultant synthesizes and interprets client feedback to help develop and influence the Product Roadmap and overall portfolio of RPS Products and Services. This role acts as internal advisor and information conduit to/from Clients, Advisors, Communications Consultants, Product team, Marketing leadership, Relationship Management and Sales to understand and optimize processes, content, organizational changes, and client sentiment.

Competitive and Client‑Specific Knowledge – The Strategic Product Consultant develops an understanding of clients’ business and industry to enhance the ability to work as a strategic partner and the deal team strategy as well as goals for current clients. Maintains a broad external competitive view of market best practices and identifies ways to leverage this information when consulting with prospects and advisors on implementation of strategies.

Utilizes information gathered from clients, prospects, and advisors to influence broader practices within RPS.

• FINRA Series 65 license required.
• Bachelor’s degree and 4 years of related work experience, or Associate’s degree and 6 years related work experience, or High School diploma/equivalent and 8 years related work experience.
• Excellent communication skills (verbal, written, and interpersonal) with the ability to effectively communicate with individuals at all levels.
• Flexible style with the ability to assess people and quickly understand their preferences and style in receiving information.
• Demonstrated ability to understand an individual’s stated and unstated needs and respond appropriately.
• Excellent organizational, time management and follow‑through skills.
• Advanced knowledge of T. Rowe Price Retirement products and services.
• Experience working with plan sponsors and advisors.
• In‑depth knowledge of retirement plans.
• Works well in a deadline‑driven environment.
• Displays strong problem‑solving and…