Hybrid Senior Retirement Counselor

at T. Rowe Price

• Job title: Senior Retirement Counselor
• Job type: Full Time
• Experience level: Senior
• Salary: $98,500 - $146,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Colorado Springs, United States

About the role

• Senior Investment Counselor responsible for sales and client relationship management for high-net-worth clients at T. Rowe Price. Driving account growth and delivering tailored investment solutions for client needs.

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.

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
• CRPC
• 10+ years of total relevant work experience preferred

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