Retirement Plan Manager

Role Summary

Are you looking to grow your career in the Retirement Plan Industry by working for a premier asset management and retirement services organization? There’s a place for you to grow, contribute, learn, and make a difference at T. Rowe Price as a Retirement Plan Manager (Consultant) in Retirement Plans Services. You’ll utilize your strong communication, project management, and relationship building skills to lead the administration of employer‑sponsored retirement plans.

This role maintains communication with assigned sponsors, retirement advisors and consultants, to meet or exceed their operational and administrative needs. The Retirement Plan Manager (Consultant) helps maintain the effective and efficient operation of retirement plans to drive desired outcomes of plan sponsors. This includes bringing value‑add solutions to offload administrative items, mitigate risk, and create a positive client experience.

• Maintains a firm understanding of assigned clients’ retirement plan objectives, plan design and the processes involved in the daily operation of the retirement plan
• Regularly consults with assigned clients to maintain a positive relationship
• Proactively uncovers ways to improve the daily operations of the plan
• May support development of a service strategy, depending upon the client complexity and retention risk
• Serves as the primary contact to discuss operational challenges and establishes an execution plan for resolution
• Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
• May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high‑quality client experience
• Helps develop and implement process improvements
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
• Escalates highly complex issues to management or senior staff
• Works with internal business partners and clients on adoption of new products, platforms, and services
• Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption
• Periodically travels and presents at client sales and rebid meetings
• Works with internal partners on best practices and service value to position to win

• Required:
  
  Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience
• Preferred: ASPPA Credentials such as QKA, QPA, etc. or certificates such as RPF or similar;
  Foundational Retirement plan knowledge;
  Account management experience;
  Project management experience

This role is eligible for hybrid work, with up to one day per week from home. May consider telework schedule.

Please review the job posting for the location of this specific opportunity. $72,000 - $118,000 for Maryland, Colorado, Washington and remote workers, as well as for Washington, D.C., New York, and California. Placement within the range provided above is based on the individual’s relevant experience and skills for the role.

• 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

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends on the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by law.