Alternative Investments Product Specialist - All Locations
CAISSalary not specified
Full Time
Junior (1 to 2 years)
Senior Alternative Investment Specialist – B/D Channel (Texas and MidAtlantic Territories) at T. Rowe Price
Baltimore, Maryland, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Finance, Investment ManagementIndustries
Requirements
- Located in TX or the MidAtlantic region
- Experience in field sales within financial services, particularly Broker/Dealer channel
- Knowledge of alternative investment products and strategies
- Ability to build and manage sales pipelines
- Skills in prospecting and developing relationships with financial advisors and wealth firms
- Capability to collaborate with generalist sales teams and distribution partners
Responsibilities
- Drive sales of Alternative Investment strategies with targeted financial advisors and intermediaries across all USI WM channels
- Partner with dedicated generalist field sales teams to drive sales of alternatives within existing sales regions/channels
- Present TRP’s Alternative capabilities to Financial Advisors and Investors
- Educate TRP’s generalist sales team(s) on available alternative strategies
- Manage an alternative sales pipeline
- Develop relationships with prospect wealth firms across all WM channels
- Prospect new advisor relationships to directly drive sales across alternative products
- Support efforts with various T. Rowe Price distribution teams on training/education on Alternative Investments
- Utilize existing data infrastructure to identify, aggregate, and prioritize targets
Skills
Alternative Investments
Broker/Dealer Relationships
Wealth Management
Client Relationship Management
Sales
Financial Advisory
Asset Management
Territory Management
Intermediary Platforms
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