Lead Consultant - Client Communications
About the job
- A bachelor's degree or the equivalent combination of education and relevant experience.
- At least 8 years of total marketing experience or financial literacy education.
- Be accountable for the overall client communications and participant experience for an assigned group of the largest plans or an assigned list of client firms, focusing on client satisfaction and retention.
- Partner with relationship managers to understand each client's needs and use plan health and plan- or client-level data to influence solutions and proposed strategies.
- Develop and lead customized participant communications engagement strategies for large clients, oversee the project plan, and adjust it based on client feedback and timing.
- Lead communications presentations to client boards or investment committees.
- Use client firm, plan, and participant data to complete data analytics and develop needs assessments.
- Translate trends into strategies and solutions aligned with client business goals through custom segmentation.
- Lead execution of communications strategies by managing specific projects and vendors, coordinating internal and external contacts, and ensuring execution aligns with the established plan.
- Influence the prioritization of shared resources and present custom concepts and strategies to clients through an iterative review process.
- Manage a library of approximately 50 participant education content pieces within a scalable solution offering branded and custom print and digital education.
- Lead Target Date Marketing business-to-business planning and metrics, coordinating across Retirement Plan Services, United States Intermediaries, United States and Canada Institutional, and Japan Target Date marketing teams.
- Work with senior leadership within the firm and client organizations to obtain support for new solutions and plans.
- Travel to client sales final meetings and client meetings as required.
- Experience with Target Date solutions.
- Deep familiarity with modern marketing technology and data practices.
- Strong strategic thinking, communication, and stakeholder management skills, with the ability to influence senior executives and partners.
About the company
T. Rowe Price provides investment management and retirement solutions to individual investors, financial intermediaries, and institutions worldwide. It manages client assets through a disciplined, research-driven investment process and offers a range of strategies and products designed for long-term value. Clients pay management fees based on assets under management, with total assets under management around $1.569 trillion as of June 30, 2024. The company differentiates itself by its global research capabilities, experienced investment teams, and broad client base, enabling tailored solutions for personal accounts, retirement plans, and institutional clients. Its goal is to help clients reach their financial objectives by growing and preserving capital over the long term through diversified investment strategies.
Company Size
10,001+
Company Stage
IPO
Headquarters
Baltimore, Maryland
Founded
1937
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Simplify's Take
What believers are saying
- Q2 2026 AUM reached a record $1.9 trillion, boosting revenue and scale.
- August 20, 2026 F/m acquisition deepens fixed-income ETFs and customized SMA growth.
- Late-stage venture momentum and Goldman funds expand alternatives AUM beyond $25 billion.
What critics are saying
- Q2 2026 active equity outflows hit $6.5 billion, crushing fee growth.
- February 2026 layoffs and 2026 severance charges show relentless cost pressure.
- If ETF, SMA, and private-markets launches stall, active-equity decline becomes existential.
What makes T. Rowe Price unique
- T. Rowe Price combines retirement scale with 200-plus analysts and disciplined active research.
- July 27, 2026 Goldman Sachs partnership opened private markets to retail investors.
- Its late-stage venture and private credit platform spans 300-plus private-company investments since 2007.
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Benefits
Paid Volunteer Time
Parental Leave
Learning & Growth Resources
Matching Charitable Gifts
Health Care Benefits
Generous Retirement Plan
Company News
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