Financial Eligibility Specialist
Devoted HealthSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Investment Management, FinanceIndustries
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience
- Experience from a sales or client service in financial industry
- Commercially minded
- Able to think quickly, tactful, diplomatic
- Business Language Skills for both Japanese and English
- (Preferred) CFA, CMA or equivalent professional qualification
- (Preferred) Understanding of the value chain and operational flow in the relevant business
- (Preferred) Excellent negotiation skills
- (Preferred) Excellent presentation skills
- (Preferred) Appreciation of risk and operations inherent in an asset management value chain
Responsibilities
- Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients
- Preparation for quarterly client review meetings, including kit delivery and briefing note production
- Responds to client and sales meeting follow ups, within 24 hrs – chase up with other departments or via client operation’s manager where required
- Follow up on specific sales leads as directed by the RM
- Attend internal account coordination meetings
- Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing
- Proactively communicate with clients and prospects on relevant issues related to their business
- Key Account Management – research key accounts and provide suggestions on further developing the relationship
- Marketing – Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice
- Investment – build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy
- Product group – need to be collaborative on product strategy, capacity, fee negotiation and new fund launches
- Industry – proactively read reports, news bulletins and share relevant information
- Execute Japan institutional client business across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the employment type for the Sales Consultant position?
The position is full-time employment.
Is this Sales Consultant role remote or office-based?
This information is not specified in the job description.
What are the key responsibilities of the Sales Consultant?
Key responsibilities include partnering with Relationship Managers on sales opportunities, preparing quarterly client reviews, responding to client follow-ups within 24 hours, following up on sales leads, attending internal meetings, and executing Japan institutional client business.
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, along with resources for career support, compensation, benefits, and flexibility.
What makes a strong candidate for the Sales Consultant role?
Strong candidates should demonstrate collaboration skills, proactive communication, ability to handle client escalations, knowledge of investment strategies, and experience in account management and sales follow-ups, particularly in institutional client business.
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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