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
Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
Develop a deep understanding of each participant’s financial situation and deliver in‑depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.
Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.
Drive asset retention and acquisition by supporting stay‑in‑plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.
Identify eligible participants for the firm’s managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.
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:
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.
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:
Learn more about our benefits.
