Consultant, Client Education

Role Summary
Leverages a general knowledge of T. Rowe Price retirement plan offerings and services and provides a wide variety of basic trainings. Participates in and performs product demonstrations. Becomes familiar with the roles and responsibilities of internal colleagues and services. Engages in cross-training with client education (training) team to grow knowledge of various retirement products. May be supervised by more senior staff.

Responsibilities

• Delivers trainings to small and medium-sized clients on a variety of products and offerings and has a broader understanding of retirement products.
• Communicates with clients to discuss and determine training needs. Develops understanding around clients' plans and may partner with client to review training plan. May provide input into the development of events to support customization if needed. Works with more senior professionals to develop plan presentations.
• Completes follow-up activities with clients; 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.
• Works to resolve a wide variety of basic issues with appropriate internal function(s) or client; escalates complex issues or training requests when customization is required.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience

Preferred:

• Bilingual - Spanish Speaking
• Strong presentation skills

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.

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:

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.