There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Senior Retirement Counselor

Client Engagement, Workplace Investors

Grow your career with a well-established financial firm!

At T. Rowe Price, providing world-class service to our clients is our primary goal. Begin a career with a top global financial firm with 80+ years of success in the industry. Every associate contributes to the changing lives of those we serve for the better. We do this by building relationships that broaden our client’s understanding of their own retirement planning. Serving our retirement plan participants is at the heart of our purpose. That starts with you. Join our team today!

As a licensed Senior Retirement Counselor, you will work exclusively with our highest and most valued Workplace Participants to present T.Rowe Price backed retirement insights and solutions that enhance the financial well-being of our High Net Worth plan Participants. A Senior Retirement Counselor is part of a team dedicated to our High Net Worth Workplace Investors with a primary focus to help participants successfully transition to retirement while also contributing to the firm’s Enterprise Retention strategy. While working within our team, you’ll be responsible for growth outcomes focused on stay-in plan and rollover retention, acquisition of new assets, and asset consolidation through ongoing consultative retirement consultations. Our team has a mission of helping participants reach their long-term financial goals through exemplary service, education, and client support. We strive to provide financial wellness and creative solutions that are tailored to each participant’s unique needs.  Through the delivery of personalized consultations and detailed solutions, we are building life-long relationships with clients that ensure they are well positioned for the duration of their retirement years!

In this role, you will:

• Provide holistic, comprehensive retirement consultations to High Net Worth retirement plan participants over the phone as part of a dedicated sales and asset retention team.


• Promotes firm services and offerings to assigned clients based on understanding clients'  goals and objectives. Negotiates sales of products and services across assigned departments within the business unit. Structures offerings in the best interests of the client and the firm, maintaining a balanced approach with compliance standards. 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 assigned clients across T. Rowe Price business units as necessary.


• 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.


• Demonstrates a consultative approach in positioning products and services to participants pertaining to retirement planning during life-changing events such as separation of service from an employer, retirement, and investment planning.


• Obtain knowledge of the participant’s financial portfolio objectives, asset composition, and past historical information and help them navigate to appropriate next steps.


• Retain assets through education and guidance of available plan-specific and general distribution options.


• Diligently manage a pipeline of opportunities to nurture client/participant relationships. Serves as a single point of contact and assists client through transitions. Uses a consistent follow-up process to move sales opportunities forward. Runs calendar and leads box effectively and efficiently to execute on results.


• Delivers on defined retention and sales targets and other role-based responsibilities and thrives in fast-paced work environments that can be ambiguous and require flexibility.


• Handles client inquiries and resolves problems within scope of knowledge and ensures all transactions and administrative processes are accomplished. Partners with back-office and shared services teams to research and resolve complex client inquiries.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND


• Series 7 and 66


• 10+ years of total relevant work experience


• Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire)

Preferred:

• Certified Financial Planner designation (CFP®)


• 5+ years of direct work experience working with retirement plan participants and individual investors in a consultative, sales capacity

*Expected starting salary range for this role is $98, 500 - $105,000.

(Colorado only*) Salary range minimum is one component of our total compensation and benefits package.  *Note:  Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

Minimum salary (USD) starts at:

(Colorado only*) Salary range minimum is one component of our total compensation and benefits package.  *Note:  Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions


• Flexible and remote work opportunities


• Health care benefits (medical, dental, vision)


• Tuition assistance


• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.