Retirement Strategist

Troweprice; Baltimore (MD); On-site; USD 150,000 - 190,000; Full time

Job summary

T. Rowe Price is seeking a Retirement Strategist to advance retirement leadership by developing differentiated insights, creating market-facing content, and engaging with clients and industry audiences.

This role acts as an external representative and an internal connector to shape strategy and priorities. The role requires 10+ years in retirement-related work, deep knowledge of defined contribution plans, and strong collaboration across marketing, product, research, and investments.

Qualifications

• Bachelor's degree required and 10+ years in retirement-related work.
• Experience in retirement, asset management, financial services.
• Strong written and verbal communication; ability to present complex topics clearly.
• Experience developing thought leadership, strategic content, presentations, or research-based materials.
• Ability to engage credibly with institutional clients, prospects, and internal stakeholders.
• Collaborative across functions with cross-team coordination.
• Commercial mindset to support business development and client engagement.
• Willingness to travel up to 50% for client development and engagements.

Responsibilities

• Develop and deliver differentiated retirement research and thought leadership aligned to priorities.
• Create market-facing content and presentations for clients and industry stakeholders.
• Represent the firm in client meetings, conferences, and external engagements as a retirement expert.
• Partner with distribution teams to support client conversations and capability positioning.
• Translate research and client feedback into clear, actionable insights for audiences.
• Maintain a feedback loop on market trends to inform strategy and content.
• Collaborate with marketing, product, research, and investments to ensure timely and differentiated retirement messaging.
• Support modular content development for various retirement audiences.

Skills

Retirement expertise

Strategic thinking

Content development

Presentation skills

Client orientation

Cross-functional collaboration

Market awareness

Commercial acumen

Travel up to 50%

Education

Bachelor's degree

Advanced degree preferred

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

Role Summary

T. Rowe Price is seeking a Retirement Strategist to help advance the firm's retirement leadership by developing differentiated insights, creating market-facing thought leadership, and engaging with clients and industry audiences on key retirement issues. This role will serve as both an external representative of the firm's retirement expertise and an internal connector, bringing client and market perspectives back into the organization to help shape strategy, messaging, and priorities.

Responsibilities

• Develop and deliver differentiated retirement research, insights, and thought leadership aligned to enterprise priorities and market opportunities.
• Create market-facing content and presentations on retirement topics for use with clients, prospects, and industry stakeholders.
• Represent the firm in client meetings, prospect discussions, conferences, and other external engagements as a retirement subject matter expert.
• Partner with distribution teams to support strategic client conversations, meeting opportunities, and capability positioning.
• Translate proprietary research, industry developments, and client feedback into clear, relevant, and actionable insights for internal and external audiences.
• Establish and maintain a feedback loop that captures market trends, client perspectives, and competitive intelligence to inform internal strategy and content development.
• Collaborate with cross-functional partners across marketing, product, research, and investments to ensure retirement messaging and content are timely, differentiated, and commercially relevant.
• Support the development of modular content tailored to a range of retirement audiences, including plan sponsors, consultants, and advisors.
• Contribute to the firm's point of view on topics such as retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement issues.

Qualifications

Required:

• Bachelor's degree and 10+ years of related work experience supporting retirement.
• Significant experience in retirement, asset management, financial services.
• Deep knowledge of retirement topics, including defined contribution plan investments, plan design, participant behavior, retirement income and industry trends.
• Strong written and verbal communication skills, with the ability to present complex topics clearly and effectively.
• Experience developing thought leadership, strategic content, presentations, or research-based materials.
• Demonstrated ability to engage credibly with institutional clients, prospects, and internal stakeholders.
• Strong collaboration skills and the ability to work effectively across functions and teams.
• Commercial mindset and understanding of how insights and content can support business development and client engagement.
• Ability to travel up to 50% of the time to develop and maintain client relationships, deliver presentations, and support business growth initiatives.

Preferred:

• Experience working with or supporting distribution, institutional, intermediary, or retirement-focused client segments.
• Familiarity with US retirement market and retirement policy themes.
• Experience speaking at conferences, client events, or industry forums.
• Advanced degree or relevant professional designation preferred but not required.

Core Competencies

• Retirement expertise
• Strategic thinking
• Content development and storytelling
• Presentation and communication skills
• Client orientation
• Cross-functional collaboration
• Market awareness
• Commercial acumen

Success in This Role

A successful candidate will:

Be recognized as a credible retirement expert internal