Employee Meeting Consultant

Requisition Number: 76044

Position Title:

External Description:

Role Summary

The Employee Meeting 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 clients 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. 
• Project Management – Initiates, leads, and coordinates projects working with the Marketing Managers, Client Experience Manager, and Meeting Team Department Manager to identify areas of improvement to increase productivity and quality levels.
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues. Escalates highly complex issues to management or senior staff.

Qualifications

Required:

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

Preferred:

• Retirement planning 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 and requires travel to our Owings Mills, MD and/or Colorado Springs, CO office locations up to two times per year.

City:

State:

Community / Marketing Title: Employee Meeting Consultant

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.