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

Prospecting

Consultative Selling

Relationship Management

Business Development

Territory Management

Sales

Financial Advisors

Data Analysis

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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