Senior Retirement Counselor
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Colorado Springs • Colorado • Maryland • United States
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Salary
💰 $98,500 - $146,000 per year
Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales negotiationclient relationship managementdata analysislead generationsales strategy developmentcustom client solutionsmarket researchpresentation skillscapitalization planningpromotional material development
Soft skills
trusted advisor relationshipclient servicecommunicationcollaborationproblem-solvingorganizational skillsstrategic thinkingadaptabilityinterpersonal skillscreativity
Certifications
Bachelor's degreeSeries 7Series 66CRPC