Senior Retirement Counselor

T. Rowe Price • Owings Mills, MD

3d • Hybrid

About The Position

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Senior Investment Counselor, II you are responsible for sales, revenue generation and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings. Your success is measured by the quality of your client relationships and your overall sales results. Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Series 7 and 66
• CRPC Must be obtained within designated window per Global Distribution licensing policy if not already obtained

Nice To Haves

• CRPC
• 10+ years of total relevant work experience

Responsibilities

• Sells the organization's products and/or services to high-net-worth clients.
• Promotes firm services and offerings to high-net-worth clients based on understanding of clients' business objectives.
• Negotiates sales of products and services across high-net-worth departments within the business unit.
• Structures deals in the best interests of the client and the firm.
• Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs.
• Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities.
• Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making.
• Coordinates sales opportunities for high-net-worth clients across T. Rowe Price business units as necessary.
• Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials.
• Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts.
• Keeps abreast of client relationship activity occurring throughout the firm.
• Liaises with relevant business contacts (internally and externally) to coordinate service to the client.
• Escalates relevant issues to senior team members or management.
• Applies high client service protocols to ensure client satisfaction.
• Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services.
• Generates new leads through client and market research.
• Develops custom approaches for clients based on individual needs.
• Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.
• Applies research findings to generate sales strategies and materials generation.
• Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals.
• Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
• Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees