Emily Brennan

-Maintains communication with assigned clients, which are typically small to medium-sized, to meet or exceed their operational and administrative needs

-Regularly consults with assigned clients to maintain a positive relationship and proactively uncover ways to improve the daily operations of the plan, supporting development of a service strategy depending upon client complexity and retention risk

-Responsible for a wide variety of complex and specialized activities relating to the operation of the client's plan, providing work direction to more junior team members and partners with other staff as necessary to develop and implement solutions

-Participates in internal activities and initiatives designed to improve Client Administration/Retirement Plan Services process end ensure a high-quality client experience

-Helps develop and implements process improvements

-Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues and escalates highly completex issues

-Collaborates with internal business partners and clients on adoption of new products, platforms, and services (SECURE 2.0 provisions, 401(k) and 457(b) enhancements, etc.).

-Plans include those on OMNI and TRAC platform, as well as Focus Choice Select

-Obtained Retirement PLan Fundamentals Certificate (RPF) from American Society of Pension Professionals and Actuaries (ASPPA) in November 2023

-Primary point of contact for external sales team responsible for completion of complex sales support tasks, scheduling meetings, pre-meeting preparation, and promotion of specific product/marketing campaigns

-Developed and maintained knowledge of T. Rowe Price products, marketing strategies and capital markets to fully support the service sales colleagues

-Served asprimary point of contact for the number one-ranked Mid-Atlantic territory adn the highest growth South Central territory for Senior Sales Consultants and Regional Investment Consultants, providing implementation and completion of Portfolio Construction Solutions (PCS) reports, Morningstar comparisons, and compliance-related tasks

-Created detailed sales presentations to communicate product features across multiple lines of business

-Collaborated with colleagues as a cross-functional specialist for Broker-Dealer, RIA, RRB, Defined Contribution Investment Only (DCIO), and Retirement Plan Services (RPS) field sales teams

-Trusted member of project team responsible for sales enablement initiatives with Retirement Plan Services (RPS)

-Responsible for the completion of Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaire (DDQ) reports and the creation of weekly and monthly pipeline reporting

-Mentored and onboarded new hire sales consultants in training program

-Aided participants with 401(k) plan inquiries including authentication, transaction validation and processing

-Performed money movement transactions including grants, contributions, journals, wire confirmations and account transfers

-Instructed financial advisors through Fidelity Charitable programs including determination of eligibility and offerings

-Assisted financial advisors with enrollment of Charitable Investment Advisor Program (CIAP) for high net-worth clients

-Achieved highest performance rating over Charitable Giving Season

-Created business plans and reviewed objectives for financial advisors

-Conducted loan and cash flow research

-Prepared project proposals with Adobe InDesign

-Processed payroll and tax information for employees

-Evaluated check applications for partnered companies