Intermediary Sales Consultant (B/D & DCIO) - Colorado at T. Rowe Price

Colorado Springs, Colorado, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Financial Services, Investment ManagementIndustries

Requirements

[Not Specified - Details are missing regarding specific requirements.]

Responsibilities

Work with assigned external sales partner to optimize client coverage within a territory, including deepening and broadening existing relationships and strategically prospecting for new ones
Develop new business with your territory partner, identifying sales opportunities, deepening overall territories, and independently selling to prospects
Utilize data sources to manage territory effectively, applying various internal and third-party sources
Prospect, sell, and retain advisors within your assigned territory through a consultative process, contributing to gross sales, net new flows, redemption rates, and select activity targets
Collaborate with external sales professionals to cover advisors based on their needs and refer them to external counterparts as appropriate

Skills

Key technologies and capabilities for this role

ProspectingConsultative SellingRelationship ManagementBusiness DevelopmentTerritory ManagementSalesFinancial AdvisorsData Analysis

Questions & Answers

Common questions about this position

What is the location for this Intermediary Sales Consultant role?

This information is not specified in the job description.

What compensation or benefits are offered for this position?

The job description mentions compensation, benefits, and flexibility to enrich your life, but specific details are not provided.

What skills or experience are required for this role?

This information is not specified in the job description.

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.

What makes a strong candidate for this Intermediary Sales Consultant position?

This information is not specified in the job description.

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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