Job Information
T. Rowe Price Intermediary Sales Consultant (B/D & DCIO) -San Francisco in San Francisco, California
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Are you passionate about financial markets and sales?! If so, we encourage you read more and apply!
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
Work Flexibility
This role is eligible for remote work up to two days a week .
FINRA Requirements
FINRA licenses are required and will be supported for this role. (Refer to Required Qualifications)
WHAT TO EXPECT AFTER APPLYING
You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
Base salary ranges:
$82,000.00 - $139,000.00 for the location of: California, New York
$82,000.00 - $139,000.00 for the location of: Washington, D.C
$82,000.00 - $139,000.00 for the location of: Colorado, Maryland, Washington and all other US locations
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.
Commitment to Diversity, Equity, and Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
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:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
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.