Job Description

About The Team – Retirement Plan Services

We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and varied distribution channels. The Global Distribution team manages our relationships with financial institutions, financial advisors, and financial intermediaries who offer our investment solutions to clients. They manage relationships with U.S. and Americas based intermediaries as well as intermediaries in Asia, the Pacific region, Europe, the Middle East, and Africa. This team also manages relationships with individual investors, retirement plan sponsors, and participants. Global Distribution also works to develop new global distribution channels.

Since 1937, our focus has been helping clients plan and save for retirement. Today, we help millions around the world through our results-driven approach. T. Rowe Price Retirement Plan Services is an experienced, full service recordkeeper for retirement savings accounts such as; 401k, 403(b), 457, defined benefit, and nonqualified plans.

The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups.

The Client Services internship program is designed to provide a preview of the work in RPS Client Services with a mixture of administration tasks and project work to support client relationships. The goal of the internship is to develop operational and retirement plan knowledge with a focus on building relationships and providing superior operational and administrative support for RPS clients.

Responsibilities

• Responsibilities may include:
• Support internal client service and processes including processing beneficiary splits and fee invoices
• Create, review, and update internal and external reports
• Produce client kits used in client meetings or advisor reporting
• Project work across Client Services which may include database cleanup, competitor research, website updates/design, and updating client facing materials

Qualifications

  Required: 

• Full time student pursuing a bachelor’s degree with an expected graduation date of December 2026 – May/June 2028.
• Open to all Majors including but not limited to Marketing, Finance, Economics, Business Administration, and Political Science
• Strong written and verbal communication skills
• Presentation skills
• Research and problem-solving skills
• Interest in support roles in a client facing environment

Preferred:

• Cumulative grade point average of at least 3.0 on a 4.0 scale
• Project management knowledge a plus

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.