About the position
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. 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.
Responsibilities
- Relationship Management - Work with assigned external sales partner in optimizing client coverage within a territory, encouraging existing relationships and strategically prospecting for new ones.
- Business Development - Develop new business with territory partner, identifying sales opportunities and deepening relationships with existing advisors.
- Territory Management - Use data sources to identify and prioritize targets of opportunity within the assigned territory, documenting sales measurements and developing territory plans.
- Sales Support and Follow-up - Deliver on preparation and follow-up items to ensure external partners are prepared for field engagements.
- Travel/Client Facing Engagements - Attend periodic conferences and travel regularly with territory partner to engage clients.
- CRM - Document and update CRM (Salesforce) to ensure data integrity and provide insights for improvement.
Requirements
- Bachelor's degree or equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- FINRA Series 7 and Series 66 licenses (may be obtained within first 3 months of hire)
Nice-to-haves
- MBA, CFA, CFP, CIMA
- Extensive knowledge of the financial service industry
- Previous intermediary experience and strong product knowledge
- 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 ability to grow within an evolving organization
- Proven results using a consultative sales process
- Sophisticated presentation and communication skills
- High attention to detail and documentation process
Benefits
- 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
