Sr. Consultant, Client Education
About The Position
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.
Requirements
- 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%
Nice To Haves
- Charted Retirement Planning Counselor (CRPC)
- Bilingual - Spanish Speaking
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.
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
