Intermediary Sales Associate

T. Rowe Price • Baltimore, MD

9d • Hybrid

About The Position

Serve as a key partner to T. Rowe Price’s intermediary sales organization, supporting both desk and field sales teams through analytical insights, strategic coordination, and client engagement. ISAs play a critical role in helping drive sales effectiveness and ensure a high-quality client experience across multiple distribution channels.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience.
• FINRA Series 7 and 66 licenses, as well as registration with the National Futures Association (NFA). Licenses may be obtained within first 6 months of hire if not currently held.

Nice To Haves

• College degree with concentration in business or finance.
• Client facing experience and demonstrated commitment to client service.
• Strong relationship management, critical thinking and interpersonal skills.
• Excellent verbal, written communication and presentation skills.
• Able to work in a team environment while being a self-starter.
• Intellectual curiosity about financial markets, investment products, and intermediary distribution.
• Demonstrated ability to synthesize data and translate insights into actionable recommendations.
• Comfort operating in a fast-paced, performance-driven sales environment.
• Ability to influence without authority and partner effectively across teams.

Responsibilities

• Serve as a key member of dedicated sales teams including completing complex sales support activities, scheduling meetings, pre-meeting preparation, and promotion of targeted product and marketing campaigns.
• Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams to best inform coverage and engagement strategies.
• Primary point of contact for inbound calls from financial professionals, effectively triaging requests to sales team to deliver timely and high-quality solutions.
• Develop and maintain knowledge of T. Rowe Price products, marketing strategies and capital markets to fully support and service FAs and internal/external sales teams.
• Support digital only FAs via personalized outbound calls/email campaigns to promote T. Rowe Price solutions and products.
• Cultivate strong relationships with desk and field sales teams to become the "go to" person for Wirehouse, independent, RIA, and other financial firm specific information.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level