Lead Consultant, Client Communications
T. Rowe PriceAbout the role
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
The role is focused on developing customized participant education communications on T. Rowe Price’s products, services, and client features. The role is responsible for maintaining and enhancing the U.S. participant DCIO communications offer, ensuring that participant resources are delivered effectively and coordinated seamlessly across various business units. Additionally, the role acts as a consultant for member education needs outside of the U.S. This role reports directly to the head of Global Retirement Marketing and is a key part of our participant education offer, supporting retirement education initiatives. The Global Retirement Marketing team plays a vital role in building our brand around the firm's retirement capabilities, working closely with segment marketing on retirement thought leadership and go-to-market activities.
The scope of the projects managed by this role is typically US-based, but increasingly consultative to our growing retirement business outside of the US. The position is accountable for overall client satisfaction, retention, and ongoing development within the realms of client marketing and communication. There may also be supervisory responsibilities, overseeing a small team of 1-3 KM associates. A core aspect of the role is deepening client relationships by understanding their unique needs and providing relevant, differentiated communication solutions.
Responsibilities
Accountable for the overall client communications and participant experience for an assigned group of our largest plans or for an assigned list of client firms. Focus is on ensuring satisfaction with the client experience with a goal of client retention. Partners with relationship managers to understand needs of each client and demonstrates a strong understanding of client needs, plan health, and overall plan- or client-level data to influence solutions adopt proposed strategies.
Develops and leads a customized participant communications engagement strategy with our largest clients that is clear, consistent, and educational and drives action in line with the client's business goals. Oversees the plan throughout the project and adjusts accordingly based on client feedback and timing.
Leads communications presentations to client boards or investment committees. Utilizes client firm or plan and participant data to complete data analytics and develops needs assessments and then translate trends into strategies and solutions that are aligned with the client’s business goals through custom segmentation. Strategies are tailored to the needs of the client and demonstrate both a creative and innovative approach, as well as alignment with T. Rowe Price best practices with a goal of strengthening participant engagement.
Leads the execution of the strategy through the management of specific projects and vendors to support the needs of assigned clients. This includes working with internal and external contacts and partners (creative resources, participant experience team, social media vendor) to project manage the work and ensure the execution is in line
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