Sales Operations Segment Lead, RPS and USI Retirement

T. Rowe Price•Baltimore, MD
•Hybrid

About The Position

The Sales Operations Segment Lead serves as the day-to-day Sales Operations partner for the Retirement Plan Services (RPS) and US Intermediaries (USI) Retirement segments. The role leads the RPS and USI Retirement GSM pod and connects the segments with the wider Global Sales Management (GSM) organization. It combines business partnership, in-year sales planning enablement, and execution leadership to translate segment priorities into GSM capability needs, operating rhythms, and measurable outcomes. The role leads segment-aligned GSM initiatives and the GSM contribution to complex sales execution priorities across functions, stakeholders, processes, tools, and business segments. It provides recommendations to leadership, evaluates and refines incoming demand, and helps ensure agreed priorities are executed with discipline. The position partners with segment teams to align business needs with global sales frameworks and capabilities, apply scalable practices while addressing segment-specific requirements, identify shared solutions, and improve sales execution effectiveness and scalability. Global Sales Operations is part of Global Sales Management, alongside Client Skills, the Global Sales Experience Team (GSET), Global Sales Analytics and Insights (GSAI), and GSM Business Management. It works across GSM and with partners including Marketing, Product, and Technology to strengthen sales processes, operating rhythms, governance, tools, and capabilities. The role reports to the Global Head of Sales Operations. The position is eligible for hybrid work, with up to one day per week from home.

Requirements

  • Bachelor's degree or equivalent combination of education and relevant experience.
  • At least 8 years of total relevant work experience.
  • Experience leading complex sales execution, commercial operations, or related cross-functional programs.
  • Demonstrated ability to integrate business priorities with process ownership, analytics, technology, enablement, change, and governance considerations.
  • Clear written and verbal communication, active listening, storytelling, and stakeholder-management skills.
  • Ability to work through ambiguity while maintaining transparency, accountability, disciplined execution, and follow-through.
  • Proven ability to influence, build alignment, and drive outcomes across teams without formal authority.

Nice To Haves

  • Experience in retirement plan services, intermediary or wholesale distribution, asset management, financial services, or another complex, relationship-driven distribution environment.
  • Demonstrated success partnering with senior sales or business leaders and translating strategy into operating priorities and disciplined execution.
  • Experience in multiple Sales Operations disciplines, such as planning and forecasting, business reviews, performance rhythms, pipeline and account planning, coverage and territory design, or go-to-market planning.
  • Experience coordinating cross-functional work involving business, analytics, enablement, marketing, product, technology, and operational partners.
  • Strong judgment in prioritization, sequencing, governance, and trade-off management, including the ability to constructively challenge incoming demand.

Responsibilities

  • Serve as a primary day-to-day Sales Operations partner to senior leaders across the RPS and USI Retirement segments, developing an understanding of their strategies, distribution models, growth priorities, sales practices, leadership agendas, and operating contexts.
  • Assess business priorities to identify GSM implications, capability requirements, trade-offs, and recommended next steps; clarify objectives, identify gaps, and provide practical recommendations to leadership.
  • Contribute business context and recommendations to prioritization and sequencing decisions, escalating material cross-segment, resource, or global-standard trade-offs as appropriate.
  • Determine whether business needs can be met through existing GSM capabilities or require broader capability development.
  • Lead the segment application of sales execution rhythms, governance, sales process standards, coverage and territory practices, and other core GSM capabilities.
  • Establish recurring GSM routines with clear ownership, consistent follow-through, and appropriate senior-leader participation.
  • Lead segment-aligned GSM initiatives and GSM contributions to RPS and USI Retirement initiatives, coordinating cross-functional working groups where appropriate.
  • Translate agreed priorities into execution plans with GSM owners, milestones, measures, dependencies, and risks; help segment leaders identify required business decisions and ownership.
  • Evaluate incoming requests in relation to business outcomes, relevant capabilities, and appropriate intake or governance processes.
  • Assess operating-model, data, enablement, technology, and change implications of business needs; establish standards and repeatable practices to reduce reactive work and recurring one-off solutions.
  • Lead the RPS and USI Retirement GSM pod and maintain connectivity between the segments and the wider GSM organization.
  • Build shared context across GSM and with partners including Marketing, Product, and Technology; coordinate GSM delivery across functions, clarify handoffs, and connect accountable capability and execution leaders with the business.
  • Identify dependencies, recurring patterns, capacity constraints, and risks early enough to support deliberate prioritization and sequencing.
  • Support consistent intake, triage, portfolio visibility, governance, and decision-rights practices across the segments.
  • Partner with GSM and other functional contributors to align priorities, quality, and follow-through; share business context, knowledge, and effective practices with colleagues.
  • Bring segment evidence, recurring needs, and operating insights into GSM capability roadmaps, including the Global Sales Operations center of excellence.
  • Identify recurring needs that may benefit from global practices, reusable solutions, or improvements to existing capabilities; apply global frameworks with defined segment flexibility and challenge unnecessary bespoke processes and workarounds.
  • Partner with GSM process and capability owners to improve standards, playbooks, governance, measures, and capability health.
  • Use data, stakeholder feedback, and process-health indicators to identify improvement, innovation, automation, and seller-experience opportunities in partnership with GSET.
  • Establish feedback loops, adoption measures, performance reporting, and scalable practices that can be reused across segments or regions; contribute to communities of practice and transfer effective methods across teams.

Benefits

  • Competitive compensation
  • Annual bonus eligibility
  • 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
  • Resources and benefits to support work-life balance
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