Senior Consultant, Client Education

T. Rowe Price

Education Consultant responsible for delivering retirement education programs to T. Rowe Price 401(k) clients.

Posted 7/31/2026full-timeRemote • Maryland • 🇺🇸 United StatesSenior💰 $73,500 - $157,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement education and client relationship management, with strong presentation skills and the ability to customize learning experiences based on client needs. Proficient in managing travel and schedules while collaborating across various business functions to enhance client engagement.

Highest-signal resume keywords

Retirement EducationClient Relationship ManagementStrong Presentation SkillsFINRA Series 7, 63 & 65 or 66Bilingual - Spanish Speaking

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan KnowledgeClient Needs AssessmentEvent DevelopmentLearning Experience CustomizationFeedback Analysis

Soft Skills

CommunicationCollaborationProblem-Solving

Certifications & Qualifications

Bachelor's DegreeCharted Retirement Planning Counselor (CRPC)

Industry Keywords

FINRA RequirementsClient EngagementStrategic RelationshipsTravel ManagementEmployee Demographics

About the role

Key responsibilities & impact

Facilitates a communication and education strategy by conducting 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.

Requirements

What you’ll need

Bachelor's degree or the equivalent combination of education and relevant experience
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

Benefits

Comp & perks

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