Retirement Plan Manager (Consultant)

About the role

T. Rowe Price is a premier global asset management organization with over 85 years of experience. We provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering meaningful partnerships to help our clients feel more confident.

Responsibilities

• Maintains a firm understanding of assigned clients' retirement plan objectives, plan design, and the processes involved in the daily operation of the retirement plan
• Regularly consults with assigned clients to maintain a positive relationship
• Proactively uncovers ways to improve the daily operations of the plan
• Serves as the primary contact to discuss operational challenges and establishes an execution plan for resolution
• Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
• Provides work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience
• Helps develop and implement process improvements
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
• Escalates highly complex issues to management or senior staff
• Works with internal business partners and clients on adoption of new products, platforms, and services
• Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption
• Periodically travels and presents at client sales and rebid meetings
• Works with internal partners on best practices and service value to position to win

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience
• Preferred ASPPA Credentials such as QKA, QPA, etc. or certificates such as RPF or similar
• Foundational Retirement plan knowledge
• Account management experience
• Project management experience
• FINRA Requirements: FINRA licenses are not required and will not be supported for this role.