The board
- Hours
- Full time
- Where
- Owings Mills, MD
- Posted
- Sep 2
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life.
What you'd do
- Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
- Develop and maintain proficient knowledge of T. Rowe Price products and services.
- Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
- Leverage financial acumen to manage multiple clients in different stages of the buying process.
- Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
- Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
- Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
- Liaise with internal partners to ensure clients receive appropriate solutions.
What they want
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
What you get
- 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
- Starts
- 2026-09-02