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Investment Specialist (Colorado Springs)

Expired Job

T. Rowe Price Colorado Springs , CO 80928

Posted 2 months ago

Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client's success.

If you're looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price.


The Client Engagement Associate (Investment Specialist) will provide education and/or advice to T. Rowe Price's Core Personal Investors. The primary objective of the Client Development Client Engagement Associate is to drive Net New flows to the Individual Investors organization. The Client Engagement Associate will establish relationships with Core Personal Investors in an effort to 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. Client Engagement Associates serving in this capacity require strong financial acumen, and the ability to manage multiple clients in different stages of the buying process.


Takes inbound calls from, or places outbound calls to, Core investors through direct call routing, appointment scheduling, or referrals from other associates. Using a consultative sales approach, the Client Engagement associate educates investors so they can make informed decisions related to their financial plan or delivers advice, all in an effort to move clients to action of consolidating additional monies at TRP.

List of specific tasks includes:

  • Leverage the consultative sales model consistently

  • Conduct one on one consultations with investors about their holistic financial plan

  • Demonstrate the ability to translate complex information and situations into a clear and simple message

  • Deliver advice using Investment Allocation Tool or ActivePlus Portfolios, or refer to Advice Delivery for Advisory Planning Services,

  • Demonstrate a high degree of financial acumen by using appropriate tools and consistently leveraging TRP's thought leadership to help investors meet their financial goals

  • Appropriately navigate Education vs. Advice options with investors using a fair and balanced approach, and remaining compliant with all internal policies and procedures as well as external regulations

  • Knowledge and understanding of financial planning concepts related to each investor's financial plan

  • Serve as a single point of contact and assist investors through challenging transitions or complex circumstances; is able to effectively drive investors through decisions with education or advice

  • Demonstrate an understanding of competitor offers and technical expertise in all TRP products

  • Uncover opportunities for consolidation or add'l sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc)

  • Diligently manages opportunities in an effort to nurture client relationships

  • Serves as a single point of contact and assists client through the buying process

  • Leverages a consistent follow-up process to move sales opportunities forward

  • Manages calendar and opportunities effectively and optimally to execute on results

Through the consultative sales process, develops qualified referrals and opportunities for Financial Consultants (if household assets are >$250K), or Advisory Planning Services to differentiate the client experience.



  • College degree, or Associate degree and 2 years related work experience, or High school diploma/equivalent and 3 years related work experience

  • Series 7 and 66 must be acquired within first 4 months in the role or employment will be terminated.

  • Intermediate investment/product knowledge

  • Strong communication skills

  • Strong interpersonal and relationship management skills Advanced phone and sales skills

  • Strong interpersonal skills and goal oriented personality

  • Intermediate organizational skills

  • Teaming and collaborating

  • Basic Windows application software knowledge


  • Series 7 & 66
  • College Degree strongly preferred
  • 3-5 years relevant sales or financial services experience
  • CRPC

T. Rowe Price is an Equal Opportunity Employer

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Investment Specialist (Colorado Springs)

Expired Job

T. Rowe Price