Lead Consultant, Client Communications

About the role

The role is focused on developing customized participant education communications on T. Rowe Price’s products, services, and client features. The role is responsible for maintaining and enhancing the U.S. participant DCIO communications offer, ensuring that participant resources are delivered effectively and coordinated seamlessly across various business units. Additionally, the role acts as a consultant for member education needs outside of the U.S.

Responsibilities

• Accountable for the overall client communications and participant experience for an assigned group of our largest plans or for an assigned list of client firms.
• Partners with relationship managers to understand needs of each client and demonstrates a strong understanding of client needs, plan health, and overall plan- or client-level data to influence solutions adopt proposed strategies.
• Develops and leads a customized participant communications engagement strategy with our largest clients that is clear, consistent, and educational and drives action in line with the client's business goals.
• Oversees the plan throughout the project and adjusts accordingly based on client feedback and timing.
• Leads communications presentations to client boards or investment committees.
• Utilizes client firm or plan and participant data to complete data analytics and develops needs assessments and then translate trends into strategies and solutions that are aligned with the client’s business goals through custom segmentation.
• Strategies are tailored to the needs of the client and demonstrate both a creative and innovative approach, as well as alignment with T. Rowe Price best practices with a goal of strengthening participant engagement.
• Manages a library of participant education (~50 pieces of content) within a scalable solution to offer T. Rowe Branded and custom solutions for print and digital education to supplement the recordkeeper’s participant experience.
• Leads the Target Date Marketing (B2B) Planning and Metrics, and coordinates across Retirement Plan Services, US Intermediaries and US and Canada Institutional and Japan Target Date marketing teams to ensure consistency in messaging and positioning.
• Works with senior leadership within the firm and client organization to obtain appropriate support for new solutions and plans as appropriate.
• May require client travel for sales finals meetings and/or client meetings.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total marketing experience or financial literacy education.
• Preferred: Deep familiarity with modern marketing technology and data practices, Strong strategic thinking, communication, and stakeholder management skills, with the ability to influence senior executives and partners.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.