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. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
As a Senior Sales Specialist, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. 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
Serve as the initial point of contact for inbound participant service requestsRespond to requests for investment, mutual fund, and account information. Resolve complex account issuesIdentify and qualify participants to be referred to a Retirement Specialists and/or Financial Consultants to advance the relationshipDemonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutionsRetain assets through education and guidance of available plan-specific and general distribution optionsDeliver on defined sales targets and other role-based responsibilitiesUnderstand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clientsDevelop and maintain proficient knowledge of T. Rowe Price products and servicesFollow up with clients from inbound retention opportunitiesParticipate in special projects and perform other duties as assignedQualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experienceThis role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held. Dedicated paid time and resources are provided to support through the licensing process.Exceptional client service skills with strong communication skillsPossess intellectual curiosity and interest in developing business and financial acumenDemonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigationThe ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humilityPreferred:
4+ years of total relevant work experience within the financial services industryFINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home, after the successful completion of a training program.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$57,000 - $73,000 for the location of: Maryland, Colorado, Washington and remote workers$57,000 - $73,000 for the location of: Washington, D.C.
$57,000 - $73,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay.
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
06/30/2025Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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
Learn more about our benefits.
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.