Employee Meeting Liaison

Company: T. Rowe Price
Location: Owings Mills
Posted on: May 7, 2025

Job Description:

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.

Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

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
Seeking a strong bilingual EML to support English/Spanish speaking clients. 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 & 66 upon hire and CRPC (must be obtained within 6 months)
Must be willing to travel up to 70-80%
Strong presentation skills
Bilingual - Spanish Speaking

Preferred:

Charted Retirement Planning Counselor (CRPC)

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.

$61,000.00 - $98,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$67,500.00 - $108,000.00 for the location of: Washington, D.C.
$76,500.00 - $123,000.00 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:

06/9/2025

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

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.

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.

Keywords: T. Rowe Price, Washington DC , Employee Meeting Liaison, Other , Owings Mills, DC