Strategic Product Consultant – Retirement Advice

Role Overview

• The Strategic Product Consultant executes against two primary RPS Strategic Imperatives – (1) acquiring target clients and (2) client retention.
• The incumbent provides critical deal-specific support by positioning and articulating the technology offer, product offer, plan sponsor experience, and participant communications experience as well as our innovation strategy during new business and rebid opportunities.
• A primary responsibility of this role is to present and position our advice offering(s) during client meetings, including those with prospects, advisors, plan sponsors and participants, clearly articulating its value proposition, differentiation, and impact on participant outcomes.
• The role also supports key business metrics related to participant adoption and engagement with advice services, leveraging client-facing insights to help drive increased utilization and measurable impact.
• In addition, the role may support the go-to-market strategy for the advice offering, working closely with Product, Marketing, Sales, Client Services and other cross-functional partners to develop, refine, and evolve the most clear and effective way to describe, position, and deliver the offering in market.
• Through this collaboration and direct client engagement, the incumbent plays a key role in influencing messaging, presentation strategy, and overall market positioning via B2B and B2C audiences.
• By collaborating with internal partners, the incumbent is expected to plan, prepare, and execute for sales finals/semi-finals; leading to the conversion of new and retention of existing retirement plan relationships.
• Strategic Product Consultants serving in this capacity require a high degree of consultative and presentation skills to sell to both prospect and clients.
• In addition, Strategic Product Consultants demonstrates deep industry knowledge, the RPS product offer, latest technology innovations, and product technical expertise of 401(k) RPS full-service, investment only, record-keeping only and total retirement outsourcing services.

Requirements

• FINRA licenses Series 65
• Bachelor’s degree and 4 years of related work experience, or Associate’s degree and 6 years related work experience, or High School diploma/equivalent and 8 years related work experience
• Flexible with travel as incumbent will travel typically 70-80% of the time
• Excellent communication skills (verbal, written, and interpersonal) with the ability to effectively communicate with individuals at all levels.
• Flexible style with the ability to assess people and quickly understand their preferences and style in receiving information.
• Demonstrated ability to understand an individual’s stated and unstated needs and respond appropriately to those needs
• Excellent organizational, time management and follow-through skills
• Advanced knowledge of T. Rowe Price Retirement products and services
• Experience working with plan sponsors and advisors.
• In-depth knowledge of retirement plans
• Works well in a deadline-driven environment
• Displays strong problem solving and decision-making skills
• Proven ability to design and deliver presentations
• Possesses strong negotiation skills
• Solid attention to detail
• Ability to influence others across a wide array of functions
• Ability to work both independently and in a team environment

Benefits

• 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