Logo of Huzzle

Find 51,000+ jobs, internships & events from 6,000+ top companies on Huzzle using AI

Employee Meeting Liaison

  • Job
    Full-time
    Senior Level
  • Consulting
    Education & Teaching
  • Owings Mills
    Remote
  • Quick Apply
    3d left

AI generated summary

  • You need a bachelor's degree and 5+ years of relevant experience, FINRA Series 7 & 66 and CRPC (within 6 months), strong presentation skills, and must be bilingual in Spanish. Willingness to travel 70-80%.
  • You will conduct meetings, provide retirement education, manage schedules, build relationships, customize presentations, and gather client feedback to enhance learning experiences.

Requirements

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 5+ years of total relevant work experience
  • FINRA Series 7 & 66 and CRPC (must be obtained within 6 months)
  • Must be willing to travel up to 70-80%
  • Strong presentation skills
  • Bilingual - Spanish Speaking

Responsibilities

  • Facilitates a communication and education strategy by conduction group meetings and one on ones, in person, via the web, or in recorded presentations.
  • Provide retirement education and expertise to our client and their employees.
  • Managing meeting schedules and travel booking (May spend up to 80% of time on the road at client locations)
  • Develops and manages strategic relationships with site contacts, plan sponsors and advisors within the book of business.
  • Research and gains in depth understanding of company specific retirement plan, culture, and employee demographics.
  • Collaborates with business owners across operations, service, product, and technology to understand business initiatives, challenges, and priorities that can be incorporated into the learning experience.
  • Understands specifics around clients' plans, and partners with clients to review training plan, as well as propose and develop events that are tailored to group's needs and support the unit strategy.
  • Customizes and delivers complex plan presentations.
  • Completes follow-up activities with clients and resolves outstanding questions and/or issues; leverages tools to measure success of learning offerings and programs.
  • Receives and shares feedback from clients in a continual effort to improve the overall user learning experience.

FAQs

Do we support remote work?

Yes, this role is eligible for full-time remote work.

What is the travel requirement for this position?

The position requires willingness to travel up to 70-80% of the time, spending time on the road at client locations.

What qualifications are required for this job?

A Bachelor's degree or equivalent experience, 5+ years of relevant work experience, and obtaining FINRA Series 7 & 66 and CRPC within 6 months are required.

Is bilingual ability preferred for this role?

Yes, being bilingual, specifically Spanish speaking, is preferred for this position.

What is the salary range for this position?

The salary range varies depending on the location, with Maryland, Colorado, and remote workers falling between $61,000.00 - $98,000.00, Washington D.C. between $67,500.00 - $108,000.00, and New York and California between $76,500.00 - $123,000.00.

What type of benefits does T. Rowe Price offer?

T. Rowe Price offers competitive compensation, annual bonus eligibility, a generous retirement plan, health and wellness benefits, paid time off, and family care resources.

Are FINRA licenses required for this role?

Yes, FINRA licenses are required and will be supported for this role.

What is the commitment to diversity and inclusion at T. Rowe Price?

T. Rowe Price is committed to diversity, equity, and inclusion, promoting an environment where all associates can bring their authentic selves to work.

How are promotions or salary placements determined?

Base salary placement within the provided range is based on the individual's relevant experience and skills for the role.

What are the main responsibilities of the Employee Meeting Liaison?

Responsibilities include delivering employee education, managing meeting schedules, developing strategic relationships, customizing presentations, and measuring the success of learning offerings.

Finance
Industry
5001-10,000
Employees
1937
Founded Year

Mission & Purpose

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.