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

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Series 7 and 66
• CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained

Preferred:

• CRPC
• 10+ years of total relevant work experience

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day 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.

$98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $146,000 for the location of: Washington, D.C.
$98,500 - $146,000 for the location of: New York, California

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:

03/3/2026

Commitment 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

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.