Sr. Legal Counsel (Retirement Plan Services (RPS), Retirement & Trusts)
Core
Sr. Legal Counsel providing specialized legal and regulatory advice on Collective Investment Trusts (CITs) and retirement plans for T. Rowe Price Trust Company.
Role type
Senior in-house legal counsel (financial services/regulatory)
Builds
Governing documents, legal agreements, and compliance frameworks for CITs and retirement plans
Domain
Financial services / Asset management / Retirement planning
Required skills
Legal research, contract drafting, regulatory analysis, negotiation, compliance advisory, fiduciary oversight
Preferred skills
CIT product expertise, ERISA fiduciary matters, commingled investment vehicle administration
Technologies
Legal research databases, document management systems
Responsibilities
Draft and maintain CIT governing documents; Determine client eligibility under IRS Revenue Ruling 81-100 and securities acts; Negotiate participation and custody agreements; Review marketing materials and assist with RFPs; Advise on ERISA compliance and regulatory examinations; Prepare materials for Board of Directors; Interface with distribution units for onboarding.
Seniority
Senior, hands-on IC with mentorship responsibilities
