Consultant, Client Education

Requisition Number: 70995

Position Title:

External Description:

Role Summary
Leverages a general knowledge of T. Rowe Price retirement plan offerings and services and provides a wide variety of basic trainings. Participates in and performs product demonstrations. Becomes familiar with the roles and responsibilities of internal colleagues and services. Engages in cross-training with client education (training) team to grow knowledge of various retirement products. May be supervised by more senior staff.

Responsibilities:

• Delivers trainings to small and medium-sized clients on a variety of products and offerings and has a broader understanding of retirement products.
• Communicates with clients to discuss and determine training needs. Develops understanding around clients' plans and may partner with client to review training plan. May provide input into the development of events to support customization if needed. Works with more senior professionals to develop plan presentations.
• Completes follow-up activities with clients; 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.
• Works to resolve a wide variety of basic issues with appropriate internal function(s) or client; escalates complex issues or training requests when customization is required.

Required Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience
• Travel required to conduct employee retirement education

FINRA Requirements

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

Work Flexibility

This role is eligible for full time remote work.

Regional Requirements:

Base salary range:

$54,500 - 92,500 USD for the locations of: Colorado and the State of Washington

$68,000 - $116,500 USD for the locations of: California and New York

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 7/3/2024.

City:

State:

Community / Marketing Title: Consultant, Client Education

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: 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.