T. Rowe Price

Account Executive

• Serve as the initial point of contact for inbound participant service requests
• Respond to requests for investment, mutual fund, and account information
• Resolve complex account issues
• Identify and qualify participants to be referred to a High-Value Financial Consultant
• Demonstrate a consultative approach to understand participant needs and offer solutions
• Retain assets through education and guidance of plan-specific and general distribution options
• Deliver on defined sales targets and other role-based responsibilities
• Develop and maintain proficient knowledge of T. Rowe Price products and services
• Follow up with clients from inbound retention opportunities
• Participate in special projects and perform other duties as assigned

Associate Sales Consultant

Financial Planning and Analysis

• Develop and deliver T. Rowe Price-backed retirement strategies and insights to participants
• Provide comprehensive consultations to participants over the phone as part of a dedicated sales team
• Advise participants during life-changing events (separation of service, retirement, investment planning)
• Obtain knowledge of participants' financial portfolio objectives, asset composition and history
• Retain assets through education and guidance on plan-specific and general distribution options
• Acquire new assets through ongoing consultative follow-up conversations
• Initiate proactive/follow-up calls to current or prior providers to coordinate next steps
• Manage a pipeline of opportunities and serve as a single point of contact through transitions
• Use consistent follow-up processes and organize calendar and leads to meet retention and sales targets
• Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services
• Partner with back-office and shared services teams to research and resolve client inquiries
• Participate in training sessions and share knowledge with teammates

Financial Consultant

Account Manager

Provides advanced support to clients and processing of client transactions.
Completes advanced analyses and reporting.
Reviews and processes moderately complex transactions; reviews requests for proper documentation and authorization; performs necessary research in account history.
May perform quality checks of transaction processed by other team members.
Identifies and takes action on errors; researches and implements prevention plans to minimize similar errors in the future; maintains departmental standards for quality and productivity.
Works with more senior associates on projects designed to improve business processes.
Proactively identifies and recommends areas where improvements to straightforward transaction processing or client support can be improved.
Continues to develop knowledge of clients and client requirements.
Works to develop mastery over firm policies and practices and identifies issues and areas of improvement where applicable.
Communicates either verbally or in writing with clients.

Retail Account Management Associate

Compliance

Supports the operational risk management program for Global Investment Operations (GIO) to ensure sound practices across GIO locations and third-party providers.
Plans, implements, and monitors compliance and risk management requirements across internal and third-party processes.
Acts as liaison to Investments, Legal & Firm-wide Compliance, auditors, third party service providers and regulators to mitigate compliance/risk-related concerns.
Focus on incident management and reporting, business continuity, data privacy, and access controls.
Evaluates processes, identifies control gaps, recommends treatments, develops reports, monitors compliance, reports risks to senior staff, works with internal auditors, manages updates to reporting language, contributes to risk culture.

Associate Sales Consultant

Financial Consultant

Retail Account Management Associate

Senior Analyst, Risk & Compliance