Retirement Strategist

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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow 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.

The Retirement Strategist will partner closely with distribution, marketing, research, product, and investment teams to support client engagement, strengthen the firm’s retirement narrative, and contribute to commercial objectives across retirement-related businesses and audiences.

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 internally and externally.
• Produce differentiated insights that support client engagement and business priorities.
• Strengthen the firm’s retirement thought leadership in the market.
• Help generate meaningful dialogue with clients and prospects.
• Bring valuable market and client feedback back into the organization to inform strategy and decision-making.

Work Environment / Reporting

This role will work closely with partners across distribution, marketing, product, research, and investment teams. This role will report to Jessica Sclafani, Head of Retirement Strategist Team, and can be remote or in-person.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. 

This job posting is expected to be available until:

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

Featured employee benefits to enrich your life:   

• 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  

Learn more about our benefits.  

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.