Job Description

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.



We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.



If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

About this position

Client Engagement Associates on the Workplace Client Engagement team are responsible for speaking to many plan participants who call T. Rowe Price for service needs and with questions about their employer sponsored retirement plans. Your goal is to build rapport with plan participants and strive to understand their retirement planning goals in order to ensure we're exceeding goals with one of the various products that we offer in an effort to retain assets!

These associates are assessed on their ability to connect with our participants, expand the conversation beyond the stated need of the call, and either refer those participants to one of our High Value Financial Consultants or offer products/services based on their plan account balance that align with the their needs.

Role Summary

Supports sales and revenue generation, and/or client relationship management for smaller and/or less complex accounts/clients. Creates, monitors, and revises lead generation or client prospecting plans for the development of new revenue pipelines. Begins to build industry experience. May have defined sales targets. Ensures satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities and promotes these to assigned clients. May have defined, but limited, sales targets.

Responsibilities

Communicates basic new product and service developments and the associated pricing to assigned clients and/or prospects. Products and services are straightforward, typically limited to a business unit; may coordinate sales opportunities to other team members with different specialization. Identifies and qualifies appropriate prospects and may refer to a more senior member of the team to advance relationship. Begins to grow knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making.

Coordinates with marketing and other teams to gather materials for sales team resources. Liaises with relevant business contacts (internally and externally) to coordinate service provided to the client. Escalates relevant issues to senior team members or management.

Develops relationships with client contacts to obtain meetings and deliver presentations on new products and services.

Builds understanding of the business environment of assigned clients, applicable regulatory requirements, industry trends, and competitor services/offerings. Under direct guidance, performs basic analyses on data, trends, plan changes, and strategies to keep up to date with sales/relationship performance and track/report on relevant metrics. Assists with receiving and coordinating responses to client inquiries.

Supports sales negotiations, typically of smaller and less complex products. Engages the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards.

Qualifications

Bachelor's degree or the equivalent combination of education and relevant experience and 0+ years of total relevant work experience

Preferred Qualifications

2+ years experiencing working with retirement plans

FINRA series 7/66 (obtained within 6 months of accepting the role)

Direct sales experience

Job Family: Sales and Relationship Management

Track: Sales

Level: KM1

Competitive salary (USD) starts at:

50700

Salary commensurate with experience and geographical location.

We devote a lot of energy to ensuring we offer our associates wellness, retirement and quality-of-life benefits which incorporate a wide variety of needs. Please view What We Offer to see what's available to you.

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.