Sr. Consultant, Client Education

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

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.

• 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.

• 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

• Charted Retirement Planning Counselor (CRPC)
• Bilingual - Spanish Speaking

FINRA licenses are required and will be supported for this role.

This role is eligible for full time remote work.

• Please review the job posting for the location of this specific opportunity.
• $73,500.00 - $ for the location of:
  Maryland, Colorado, Washington and remote workers
• $81,000.00 - $ for the location of:
  Washington, D.C.
• $92,000.00 - $ 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…