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.

Client Engagement Associates partner with and provide education to T. Rowe Prices Personal Investor clients. Our goal is to drive Net New flows for the Individual Investor group and the firm. She or he builds relationships with this client group to better understand their broader investment planning needs and the potential for consolidation, resulting in high client satisfaction as well as retention of assets and relationships to the firm.

Do you have strong financial acuity?! Do you enjoy leading multiple clients in the different stages of the buying process?! If so, we encourage you to read more and apply.

Role Summary

Supports sales and revenue generation and/or client relationship management for smaller and/or less complex accounts and/or clients. In this role you will create, monitor, and revise lead generation or client prospecting plans for the development of new revenue pipelines with defined sales targets. Responsible for ensuring the satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.

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

* Series 6 and/or 63

Preferred Qualifications

* Sales experience

* Financial industry experience

* Series 7 & 66 (obtained within 6 months of accepting the role)

Minimum salary (USD) starts at:

50700

(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.

T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. 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.