Senior Investment Counselor, II

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.

Open to considering qualified candidates located in the Tampa, FL area.

Role Summary

As a Senior Investment Counselor, II you are responsible for sales, revenue generation and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings.  Your success is measured by the quality of your client relationships and your overall sales results.

Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

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.

Qualifications:

• Bachelor’s degree or the equivalent combination of education and relevant experience
• 10+ years of total relevant work experience

Regional Requirements

• Series 7 and 66

• CRPC within 6 months of hire if not already obtained

Work Flexibility

This role is eligible for remote work up to two days a week after the successful completion of a training/onboarding program.

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, color, 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.