Partner with external sales counterpart to optimize client coverage within the territory.
Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution.
Identify and develop new business opportunities collaboratively with your territory partner.
Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process.
Territory Management:
Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory.
Document territory sales measurements and progress toward goals; assist in developing and executing territory plans.
Sales Support & Follow-Up:
Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings.
Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management.
Travel & Client Engagement:
Attend periodic conferences to represent the firm and generate leads.
Participate in occasional joint travel with your external partner.
CRM Management:
Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system
Provide proactive ideas for process improvement to optimize sales efficiency.
Requirements
Required:
Bachelor's degree or equivalent combination of education and experience.
FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
3+ years of relevant experience in financial services, sales, or relationship management.
Strong consultative, client service, and relationship-building skills.
Excellent communication and presentation abilities.
Preferred:
High attention to detail and proficiency in CRM systems (ideally Salesforce).
Proven success using a consultative sales process.
Ability to adapt to a fast-paced, evolving environment.
Passion for staying current on economic and market trends.
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.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California
Placement within the range provided above is ba
Benefits
Remote work optionsEquity / stock options
Additional Information
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .
Join us for the opportunity to g row and make a difference in ways that matter to you .
Role Summary
If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!
As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will:
Build and manage relationships with a targeted audience of financial advisors.
Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets-sharing accountability for overall territory success.
Troweprice · Colorado Springs, CO