Financial Counselor delivering financial planning for transitioning Soldiers and their families at SRI. Delivering one - on - one counseling and classroom instruction to ensure financial readiness.
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
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