Retirement Plan Manager (Consultant) (Finance)

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  

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.

Responsibilities

• 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

Qualifications 

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 

FINRA Requirements 

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

Work Flexibility 

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$72,000 - $113,500 for the location of: Maryland, Colorado, Washington and remote workers
$72,000 - $113,500 for the location of: Washington, D.C.
$72,000 - $113,500 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 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:

01/31/2025

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

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.