Stuart Ritter, CFP®

Experience

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  Mercer

  Jan 1993 - Jan 1995

  Communications Analyst

  As team member on strategic communications initiatives, conducted needs analysis and provided communications support across the entire organization to facilitate success of organizational objectives and increase productivity. Provided input in creating written communications, as well as developing processes for creating customized solutions and collateral materials.

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  Travelers

  Jan 1995 - Jan 1998

  Manager of Employee Communications

  Partnered with senior management and organizational leaders to develop and lead corporate communications initiatives and reengineering efforts involving extensive cross-departmental coordination and supervision of internal and external resources.

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  T. Rowe Price

  Jan 1998 - Jun 2016

  Promoted into expanded executive role supporting strategic planning and development of the Financial Planning Services Group encompassing three areas:1) Advisory/Consulting: Collaborated in designing traditional and non-traditional financial services solutions and educational/sales tools using cutting-edge technology. Developed and conducted training and educational seminars/webinars for large groups of up to 200.2) Research: Designed and led research teams and applied research findings using behavioral finance methodology to gain greater insight and awareness of consumer behavior. Areas of focus included financial planning, retirement planning, personal finance, college savings strategies, employee benefits, and others.3) Communications: Using clear and consistent communication, translated complex financial constructs into easily understandable concepts that are more readily applied at all levels and with external audiences.Created and disseminated vision, messaging, and thought leadership marketing content across the organization and externally. Represented company at conferences and through earned media encompassing national and local print and online publications, broadcast media, and video outlets.Collaborated with Tax, Investment Management, Asset Allocation, Economics, Legal, Public Relations, and key stakeholders. Led cross-functional teams, served as mentor/advisor, and partnered with sales, marketing and other business units to support and enhance new business development.✓ Recognized need and founded/Chaired Assumptions Committee bringing together Portfolio Managers and experts from across the firm to standardize content impacting research, regulatory, and policy issues.✓ Collaborated with development team in designing new digital financial planning solutions that led to increased contributions, including mobile app for employer-sponsored retirement plans and website redesign for retail investment transactions. Show less Served as internal resource across the firm by providing research, advisory, and communications support. Created messaging and marketing content to build credibility and expand visibility for the T. Rowe brand as a leader in financial planning and personal investing.Highlights include:✓ Recognized with Extraordinary Achievement Award in 2007 for taking the initiative to champion and lead development of personal enrichment programs for T. Rowe Price employees that demonstrated "consistent commitment to T. Rowe Price values."✓ Led execution of communications strategy for T. Rowe Price Walt Disney World/EPCOT Exhibit that established international recognition for the firm as a leader in financial education. Show less Promoted into management role directly supervising team of four professional-level Associates with responsibility for the strategic planning, development, and delivery of various financial planning solutions, including print and electronic communications, across a broad spectrum of internal and external channels.Directed full life-cycle product development process for web-based communication projects; identified gaps in current capabilities through ongoing analysis of market factors, competitors, and technology; conducted cost-benefit analyses to prioritize projects; generated product data including positioning, rollout, pricing, and metrics; developed and managed project plans; tracked and measured effectiveness and utilization.Led training sessions on web capabilities for internal associates, customers, prospects, and industry peers. Directly supervised team performance, including defining productivity measures and motivating team to meet high standards.Served as technical expert supporting the sales process, and collaborated cross-functionally across the organization with Sales, Marketing, Operations, Legal, Information Technology, and Customer Service. Show less

  • Senior Financial Planner

    Jul 2009 - Jun 2016

  • Financial Planner and Assistant Vice President

    Nov 2005 - Jul 2009

  • Financial Planning Analyst

    Dec 2002 - Nov 2005

  • Product Development Group Manager

    Feb 2000 - Dec 2002

  • Strategic Projects Coordinator

    Jan 1998 - Feb 2000
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  The Johns Hopkins University

  Jan 2007 - May 2009

  Lecturer/Adjunct Faculty

  Developed curriculum and delivered undergraduate course on Personal Finance that was filled to capacity and had a waiting list. Consistently received high student ratings on evaluations.

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  PNC

  Jun 2016 - Oct 2017

  Senior Resident, PNC Center for Financial Insight

  Created thought leadership, with a focus on retirement solutions, that helped Wealth Strategists engage clients and prospects.

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  T. Rowe Price

  Oct 2017 - now

  Serve as retirement insights leader for U.S. Intermediaries of T. Rowe Price. Help advance the firm's expertise on thought leadership and product development topics related to the retirement industry, including demographic trends, plan design issues, and financial wellness. Speak at client and industry events for recordkeepers, consultants, advisors, and plan sponsors as a retirement subject matter expert. Represent the firm as a spokesperson to national media organizations.Business Use Disclosure I am excited for the opportunity to connect with you on LinkedIn. Please contact me at Stuart_ritter@troweprice.com. Please know that, due to industry regulations, I am unable to accept or give recommendations or endorsements. I reserve the right to remove any disrespectful, abusive, profane, or defamatory comments or any posts that could be interpreted as an endorsement or recommendation of T. Rowe Price or its products or services. Content and statements in my profile pages are intended for U.S. residents only. Links shared are not referrals or endorsements. Contact the content owner for permission to reproduce or redistribute. Contact me to remove links to your content. T. Rowe Price is not responsible for content posted by third parties. T. Rowe Price associates are not permitted to give legal or tax advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. T. Rowe Price reserves the right, to the extent permitted under applicable law and regulations, to retain and monitor all communications. T. Rowe Price Investment Services, Inc., distributor Show less

  • Retirement Insights Leader, U.S. Intermediaries

    Apr 2019 - now

  • Senior Financial Planner, Individual Investor

    Oct 2017 - Apr 2019