Role Summary

Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.

Responsibilities

• Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan
• Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
• Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns
• Will organize, facilitate, and present in meetings with clients (in-person or virtual)
• Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners
• Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
• May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvements
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
• Escalates highly complex issues to management or senior staff
• Works with internal business partners and clients on adoption of new products, platforms, and services
• Travels and presents at client sales and rebid meetings

Qualifications

Required:

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

Preferred:

• Client facing experience
• Retirement Plan/ 401(k) knowledge
• Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits
• TRAC or OMNI Recordkeeping system knowledge a plus
• Effective presentation skills
• Strong written and verbal communication
• Research and problem-solving skills
• Project Management knowledge a plus

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.

$90, 000 - $148, 000 for the location of: Maryland, Colorado, Washington and remote workers
$90, 000 - $148, 000 for the location of: Washington, D.C.
$90, 000 - $148, 000 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:

07/1/2026

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.