Intermediary Sales Consultant (DCIO)

T. Rowe Price • Baltimore, MD

9d • $85,500 - $146,000 • Hybrid

About The Position

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. Role Summary 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. Are you passionate about financial markets and sales? If so, we encourage you read more and apply!

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
• This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.

Nice To Haves

• MBA, CFA, CFP, CIMA
• Extensive knowledge of the financial service industry
• Previous intermediary experience as well as strong product knowledge
• A 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 the ability to grow and change within an evolving organization
• Proven results using a consultative sales process
• Sophisticated presentation and communication skills
• High attention to detail and documentation process

Responsibilities

• Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
• Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
• Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
• Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
• Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
• CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.

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: Mid Level
• Number of Employees: 5,001-10,000 employees