ETF Sales Specialist (ESS) - Central at T. Rowe Price

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, Financial ServicesIndustries

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of total relevant work experience
5 years of ETF distribution experience
Series 7 and 63 licensing
Ability to travel
Preferred:
Advanced degree or designation
Exceptional communication skills including written, verbal, and delivering presentations
Experience with the U.S. investment distribution and working with financial advisors across different segments including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
Strong understanding of the players in the ETF ecosystem, capital markets, sophisticated investment vehicles, and financial market’s structure
Proven ability to drive sales directly with intermediary clients
Strong organizational, time management, and relationship management skills

Responsibilities

Partner with and support field salespeople in identifying, qualifying, engaging, and impacting the adoption of ETFs within the territory’s advisor clients and prospects
Responsible for driving ETF sales results directly with a defined client list of ETF power users including RIAs, ETF strategists, robo advisors, financial advisors, and asset managers
Partner with ETF enablement, sales distribution, and data teams (i.e. Broadridge and 13F data sources) to ensure we’re effectively using relevant data to target the highest value ETF users across Wealth Management segments
Maintain in-depth knowledge and profile of assigned ETF clients, their sensitivities, and their business needs to effectively influence their decision-making
Lead efforts with various T. Rowe Price distribution teams on training/education on our ETFs, with a particular focus on go-to-market needs including client facing marketing collateral and training needs
Serve as a subject-matter-expert on ETFs, the ETF landscape, and capital markets ecosystem in client facing discussions to further the distribution of ETFs through financial advisors
Travel extensively with field team to engage advisor clients and provide 1-on-1 teaching to sales team on ETF subject matter
Maintain and be aware of full ETF opportunity pipeline with intentional focus to serve, in multiple capacities, as a resource to win these business opportunities

Skills

Key technologies and capabilities for this role

ETF SalesFinancial AdvisorsSales StrategyClient EngagementProspectingTerritory ManagementWealth ManagementIntermediariesField Sales Support

Questions & Answers

Common questions about this position

What is the compensation or salary for the ETF Sales Specialist role?

This information is not specified in the job description.

Is this a remote position, or what is the location and travel requirement?

The role will likely cover the Central and/or Southwest territory of the U.S., and frequent travel will be required.

What key skills or experience are required for this ETF Sales Specialist position?

The role requires expertise in ETFs, the ETF landscape, and capital markets ecosystem, along with skills in sales strategy, client relationship management, data utilization for targeting, and training/education delivery.

What is the company culture like at T. Rowe Price?

T. Rowe Price offers a collaborative culture that respects and values differences, with colleagues who share a spirit of generosity, and emphasizes doing the right thing for clients and associates.

What makes a strong candidate for the ETF Sales Specialist role?

Strong candidates will have deep knowledge as a subject-matter-expert on ETFs and capital markets, proven ability to drive sales with financial advisors and intermediaries, and experience partnering with sales teams on distribution strategies.

T. Rowe Price

Global asset management and investment advisory services

About T. Rowe Price

T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.

Baltimore, MarylandHeadquarters

1937Year Founded

$78,115.8MTotal Funding

IPOCompany Stage

Quantitative Finance, Financial ServicesIndustries

10,001+Employees

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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