Employee Meeting Consultant

2 weeks ago

Owings Mills, United States T. Rowe Price Full time

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

Leverages a general knowledge of T. Rowe Price retirement plan offerings and services. Consultant is responsible for working with RPS plan sponsors to consult, plan, and organize retirement plan meeting campaigns that drive action for their employees and revenue for the firm. The position’s primary duties include goal setting, content and strategy development and implementation, resource planning and organizing, campaign measurement, and client servicing for both internal and external clients.

**Responsibilities**:

- Client Consulting - Working directly with plan sponsors, external plan consultants, and internal contacts to develop an investor meeting strategy for RPS clients. Expected to consultatively interact with plans using CCI skills and provide them with expert meeting advice and insight on the most effective ways to message and reach their retirement plan goals.
- Resource Planning - Responsible for managing the capacity of the team against the goals of the client. Responsibilities include managing an assignment calendar, gathering client and meeting information, and drafting meeting assignment documents for internal and external presenters/customers. Effectively resolve client conflicts and negotiate to win-win solutions. Expected to foresee resource constraints and work with management to solve or work around resource needs in order to keep daily operations functional as needs change.
- Campaign Creation - Responsible for creating client campaigns based on their consultative interaction with plans. These campaigns include a presentation, appropriate presenter assignment, promotional materials through registration, onsite materials, and impact reports that highlight campaign results including level of success in reaching the pre-campaign goal(s) and a recommended course of action for future communication campaigns.

Qualifications:
Required:

- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 2+ years of total relevant work experience

Preferred:

- Knowledge of Retirement Plan Services

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

Regional Requirements:
Base salary range:
$54,500 - $92,500 USD

For the location of:
Colorado

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 package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until 8/15/2024.

Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon 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 country, federal, state, or local law.

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