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

San Francisco, California, 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

Passion for financial markets and sales
Ability to work collaboratively with external sales partners
Skills in prospecting, selling, and retaining financial advisors through a consultative process
Capability to contribute to gross sales, net new flows, redemption rates, and activity targets
Proficiency in using internal and third-party data sources for territory management
Willingness to travel regularly within the territory and attend periodic conferences

Responsibilities

Optimize client coverage within a territory by working with assigned external sales partners, deepening existing relationships, and strategically prospecting for new mutually beneficial relationships
Elevate T. Rowe Price’s brand awareness, build client loyalty, grow product distribution, and drive sales among financial advisors
Develop new business collaboratively with territory partners, identify sales opportunities, deepen territories, and independently sell to prospects while deepening relationships with existing advisors
Use service associate role for specific non-client engagement activities
Apply various data sources to identify, aggregate, and prioritize targets (current clients and prospects) within the assigned territory and segment
Document territory sales measurements, develop territory plans, and guide territory progress toward sales/service goals and overall growth
Provide sales support and follow-up in partnership with external partners, including post-meeting emails and calls, preparation for investment professional or due diligence meetings, and coordination with the service team
Attend periodic conferences to represent the firm, win leads, and engage in regular territory travel and client-facing engagements

Skills

Sales

Relationship Management

Prospecting

Consultative Selling

Territory Management

Financial Markets

Financial Advisors

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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