There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
About This Position
Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.
Role Summary
- Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan
- Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
- Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns
- Will organize, facilitate, and present in meetings with clients (in-person or virtual)
- Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners
- Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
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Responsibilities
- Requires working and conceptual knowledge in their own job discipline
- Performs a range of assignments related to a job discipline
- Accountable for their own work and effective coordination of process and information with others
- Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments
- Maintains communication with assigned clients to meet or exceed their operational and administrative needs
- Regularly consults with assigned clients to maintain a positive relationship and proactively uncovers ways to improve the daily operations of the plan
- May support development of a service strategy, depending upon the client complexity and retention risk
- Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
- May provide 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
- Travels and presents at client sales and rebid meetings
- Works with internal partners on best practices and service value to position to win
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 5+ years of total relevant work experience
Preferred:
- Client facing experience
- Retirement Plan/ 401(k) knowledge
- Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits
- TRAC or OMNI Recordkeeping system knowledge a plus
- Effective presentation skills
- Strong written and verbal communication
- Research and problem-solving skills
- Project Management knowledge a plus
FINRA Requirements
FINRA licenses are not required and will not 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.
$90,000 - $145,000 for the location of: Maryland, Colorado, Washington and remote workers
$90,000 - $145,000 for the location of: Washington, D.C.
$90,000 - $145,000 for the location of: New York, California
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:
03/12/2025
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 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.
Featured employee benefits to enrich your life:
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.
