Role Summary

This position is responsible for developing and delivering employee education to T. Rowe Price 401(k) clients. The Education Consultant will deliver education in multiple formats to employees, in person and through use of industry leading technology. These include but are not limited to, leveraging strong understanding of T. Rowe Price retirement plan offerings and services to independently deliver basic and complex trainings, participating in and performing product demonstrations, leveraging internal and external consultative business partnerships to develop a strong understanding of client demographics and company culture and supporting cross-training staff as well as engaging in cross-training with client education (training) team to grow knowledge of various retirement products.

Responsibilities

• Facilitates a communication and education strategy by conduction group meetings and one on ones, in person, via the web, or in recorded presentations.
• Provide retirement education and expertise to our client and their employees.
• Managing meeting schedules and travel booking (May spend up to 80% of time on the road at client locations)
• Develops and manages strategic relationships with site contacts, plan sponsors and advisors within the book of business.
• Research and gains in depth understanding of company specific retirement plan, culture, and employee demographics.
• Collaborates with business owners across operations, service, product, and technology to understand business initiatives, challenges, and priorities that can be incorporated into the learning experience.
• Understands specifics around clients' plans, and partners with clients to review training plan, as well as propose and develop events that are tailored to group's needs and support the unit strategy.
• Customizes and delivers complex plan presentations.
• Completes follow-up activities with clients and resolves outstanding questions and/or issues; 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.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
• FINRA Series 7, 63 & 65 or 66 upon hire and CRPC (must be obtained within 6 months)
• Must be willing to travel up to 70-80%
• Strong presentation skills

Preferred:

• Charted Retirement Planning Counselor (CRPC)
• Bilingual - Spanish Speaking

FINRA Requirements

FINRA licenses are required and will 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.

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:

Benefits