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T. Rowe Price · 4 days ago

Senior Retirement Counselor

Colorado Springs, CO

Full-time

Hybrid

Mid, Senior Level

$98K/yr - $146K/yr

5+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience. They are seeking a Senior Retirement Counselor responsible for sales, revenue generation, and client relationship management for larger accounts, focusing on identifying growth opportunities and ensuring client satisfaction.

Business DevelopmentFinanceFinancial ExchangesFinancial Services

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