Hybrid Wholesaler - Model Portfolio Distribution

Responsibilities

• Accelerate the growth of Model Portfolios within a specific territory - Primarily sells the organization's model portfolio offering and services to clients.
• Be the expert on T. Rowe Price's Model Portfolios and the broader Model Portfolio landscape.
• Partner with Portfolio Construction Team and Product Strategists to deliver the entirety of the firm.
• Assembles teams across the business unit to deliver tailored presentations based on custom needs of clients. Develops new leads clients and pitches new opportunities.

Requirements

• Required:
• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• This role requires FINRA Series 7 & 66 licenses
• Willingness to regularly travel in sales territory
• Preferred:
• 5+ years Asset Management sales experience including prior experience - Experience selling Model Portfolios preferred
• Advanced sales, service, and r

Benefits

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 The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region.

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