Hybrid Wholesaler - Model Portfolio Distribution

T. Rowe Price-posted 2 months ago
$104,000 - $189,000/Yr
Full-time • Mid Level
Hybrid • Baltimore, MD
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

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, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you.

  • 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.
  • Responsible for significant new business development from strategic prospects. Identifies and qualifies prospects, develops a 'trusted advisor' relationship, and influences them to adopt recommended solutions.
  • Evaluates the strategic potential of prospects; develops and executes a plan for capitalizing on those opportunities in the near and long term.
  • Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
  • Coordinates sales opportunities for assigned clients across T. Rowe Price business units, as necessary.
  • Partners with marketing team contacts and other sales teams to support the development and refinement of promotional and pitch materials.
  • Generates ideas, messages, and tactics for assigned business unit to promote the organization's products and services to client contacts.
  • Coordinates with the request for proposal team to develop innovative responses.
  • Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance.
  • Retains direct client management of key clients.
  • Assembles teams across the business unit to deliver tailored presentations based on custom needs of clients.
  • Develops new leads clients and pitches new opportunities.
  • Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the function.
  • Oversees research activities to ensure focus on developing market-based solutions based on client needs.
  • Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
  • Leverages expertise to interpret and apply highly complex key metrics in advising clients.
  • Applies significant influence, guiding client decision-making on matters of high importance.
  • Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards.
  • Bachelor's degree or the equivalent combination of education and relevant experience.
  • 8+ years of total relevant work experience.
  • This role requires FINRA Series 7 & 66 licenses.
  • Willingness to regularly travel in sales territory.
  • 5+ years Asset Management sales experience including prior experience - Experience selling Model Portfolios preferred.
  • Advanced sales, service, and relationship management skills.
  • Advanced territory management skills.
  • Strong verbal and written communication skills.
  • Outstanding presentation and public speaking skills.
  • Self-directed team player with the ability to work independently.
  • 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
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service