Manager, Employee Meeting Team– Retirement Plan Services

Requisition Number: 78132

Position Title:

External Description:

About this Position

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 Manager, Employee Meeting Team in Retirement Plans Services.  You’ll utilize your strong communication, project management, and relationship building skills to lead the delivery of employee education to T. Rowe Price’s 401(k) clients/plan participants. 

Role Summary
The individual in this role will have the opportunity to manage a team of Employee Meeting Consultants who are responsible for delivering high impact employee education to T. Rowe Price’s 401(k) clients/plan participants through live and virtual presentations.  This will include, but is not limited to, overseeing team performance, training, resource allocation, and professional development as well as driving continuous improvement by shaping policies, processes/procedures, and presentation standards to deliver exceptional client experiences.

Responsibilities

• Recruit, coach, and mentor team members, fostering a culture of collaboration, accountability, and continuous learning.
• Ensure new associates receive comprehensive onboarding and ongoing cross-training to maximize effectiveness.   
• Ensure the team consistently delivers engaging, relevant, client-specific presentations in both live and webinar formats.
• Actively manage staffing to support program delivery and high client satisfaction.
• Implement training strategies that align with business priorities and meet the evolving needs of clients and participants.
• Ensure content and delivery methods remain effective and compliant.
• Integrate business initiatives, change events, and priorities into team operations.
• Address escalations, maintain awareness of potential client sensitivities, and ensure education content aligns with client needs and objectives.
• Partner with retirement product managers to stay informed of new products and service enhancements.
• Provide input as appropriate and ensure the team is prepared to educate participants about product updates.
• Maintain written supervisory procedures and operational policies to ensure regulatory compliance and operational excellence.
• Lead or participate in business initiatives aimed at enhancing client/participant education experiences.
• Oversee resource allocation and manage competing priorities to ensure optimal team performance and project execution.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
• FINRA S7 & S24 licenses or ability to obtain within 6 months
• Ability to travel periodically for client/staff observations as appropriate per supervisory oversight policy

Preferred

• Retirement plan industry knowledge
• Experience leading geo-dispersed team(s)

FINRA Requirements

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

Work Flexibility

This role is eligible for full time remote work.

City:

State:

Community / Marketing Title: Manager, Employee Meeting Team– Retirement Plan Services

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.