Retirement Strategist

T. Rowe Price

. Develop and deliver differentiated retirement research, insights, and thought leadership aligned to enterprise priorities and market opportunities .

Posted 9/18/2026full-timeRemote • Maryland • United StatesSeniorLead💰 $143,000 - $245,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in retirement research and insights, with a strong ability to translate complex topics into actionable content for diverse stakeholders. Proven track record in collaborating across functions to enhance client engagement and support business development in the financial services sector.

Highest-signal resume keywords

Retirement ResearchThought Leadership DevelopmentClient EngagementStrategic Content CreationCollaboration Across Functions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement IncomeDefined Contribution Plan InvestmentsPlan DesignParticipant BehaviorMarket Trends AnalysisFinancial Services ExpertiseAsset Management KnowledgePresentation DevelopmentResearch-Based Material CreationUS Retirement Market Familiarity

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationCollaboration SkillsCommercial MindsetCredible Engagement

Certifications & Qualifications

Advanced Degree Preferred

Industry Keywords

Retirement Policy ThemesInstitutional ClientsIntermediary Client SegmentsDistribution SupportClient MeetingsConferencesIndustry Forums

About the role

Key responsibilities & impact

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 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
Establish and maintain a feedback loop capturing market trends, client perspectives, and competitive intelligence
Collaborate with marketing, product, research, and investment teams to ensure retirement messaging and content are timely, differentiated, and commercially relevant
Support modular content tailored to plan sponsors, consultants, and advisors
Contribute to the firm’s point of view on retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement issues
Report to Jessica Sclafani, Head of Retirement Strategist Team

Requirements

What you’ll need

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

Benefits

Comp & perks

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
Full time remote work eligibility