At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 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 our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
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.
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.
Qualifications
Required:
- 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%
- Strong presentation skills
Preferred:
- Charted Retirement Planning Counselor (CRPC)
- Bilingual - Spanish Speaking
FINRA Requirements
FINRA licenses are required and will 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.
$73,500.00 - $125,000.00 for the location of: Maryland, Colorado, Washington and remote workers$81,000.00 - $138,000.00 for the location of: Washington, D.C.
$92,000.00 - $157,000.00 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:
09/6/2026Commitment 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
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:
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
Learn more about our benefits.
Skills Required
- Bachelor's degree or equivalent combination of education and relevant experience
- 5+ years of relevant work experience
- FINRA Series 7, 63 and 65 or 66 (upon hire)
- Chartered Retirement Planning Counselor (CRPC) – obtain within 6 months
- Willingness to travel up to 70-80%
- Strong presentation skills
- Bilingual - Spanish speaking
T. Rowe Price Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.
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Retirement Support — Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
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Leave & Time Off Breadth — Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
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Career-Linked Recognition & Rewards — Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.
T. Rowe Price Insights
What We Do
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.
