Employee Meeting Consultant

An Employee Meeting Consultant at T. Rowe Price works directly with RPS plan sponsors to consult, develop, and manage retirement plan meeting campaigns. This role requires setting goals, strategizing content, and effectively planning resources to ensure successful client engagement.

To qualify for the Employee Meeting Consultant position at T. Rowe Price, candidates should hold a Bachelor's degree or an equivalent combination of education and relevant experience, along with a minimum of 5 years of experience in a related field, preferably with retirement planning.

Preparing for the Employee Meeting Consultant role at T. Rowe Price involves gaining a solid understanding of retirement planning, effective client communication, and project management. Familiarizing yourself with asset management concepts and best practices in organizing meeting campaigns will also be beneficial.

As an Employee Meeting Consultant at T. Rowe Price, you'll enjoy competitive compensation, eligibility for annual bonuses, a generous retirement plan, a hybrid work schedule, health and wellness benefits, and ample paid time off, all designed to enhance your work-life balance.

The Employee Meeting Consultant role at T. Rowe Price is eligible for full-time remote work, allowing for flexibility in your work environment. However, it does require occasional travel to our Owings Mills, MD, or Colorado Springs, CO locations, typically up to two times a year.

In my previous roles, I've coordinated various retirement plan consultations, and I've gained hands-on experience in goal setting and campaign management. My ability to analyze client needs allows me to provide targeted solutions that align with their financial goals.

I prioritize my tasks by assessing urgency and importance, regularly communicating with clients to set realistic expectations. This approach ensures that I can meet their needs effectively while maintaining workflow efficiency.

I tailor my communication strategies to each client's preferred methods, ensuring clarity and engagement. Utilizing active listening skills helps me better understand client concerns and provides an opportunity to suggest personalized solutions.

Once, a client was not satisfied with the outcome of a meeting campaign. I conducted a thorough analysis, engaged in open dialogue with them to identify gaps, and proposed adjustments that ultimately improved the results and restored their trust.

I read industry publications, attend webinars, and participate in professional gatherings. This ongoing education keeps me informed and enables me to advise clients effectively on compliance and emerging trends.

I utilize several project management tools like Asana and Trello to allocate resources, track progress, and ensure deadlines are met. This systematic approach enhances efficiency and accountability throughout project execution.

I establish clear KPIs beforehand, such as participation rates and feedback scores, to evaluate success post-campaign. Analyzing this data helps refine future strategies for better client engagement.

I've successfully collaborated with various stakeholders, ensuring their input is valued in the planning process. By fostering transparent communication, I've built strong relationships that lead to collaborative successes.

After receiving constructive feedback from a previous campaign, I devised a comprehensive survey to gather insights that were instrumental in improving both our processes and outreach strategies in subsequent campaigns.

I am drawn to T. Rowe Price because of its commitment to exceptional client service and values-driven culture. Working here aligns with my passion for helping individuals achieve their retirement goals effectively and responsibly.