Alternative Investments Product Specialist - All Locations
CAISSalary not specified
Full Time
Junior (1 to 2 years)
Senior Alternative Investment Specialist – B/D West Region at T. Rowe Price
San Francisco, California, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Financial ServicesIndustries
Requirements
- Location flexibility within the West region (ideally in CA)
- Experience in field sales within financial services, particularly in distribution of alternative investments through US-based financial intermediaries (implied by role expertise)
Responsibilities
- Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels
- Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels
- Present TRP’s Alternative capabilities to Financial Advisors and Investors
- Educate TRPs generalist sales team(s) on available alternative strategies
- Manage an alternative sales pipeline
- Develop relationships with prospect wealth firms across all WM channels
- Accountable for driving sales in alternatives with target advisors in region
- Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors
- Prospect new advisor relationships with the goal of directly driving sales across alternative products
- Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments
- Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the employment type for this position?
This is a full-time position.
Is this role remote or does it require a specific location?
The role offers location flexibility within the West region and is ideally located in CA.
What are the main responsibilities of this role?
The position is responsible for driving sales of Alternative Investment strategies with targeted financial advisors and intermediaries across USI WM channels. It involves distribution of alternative investment products and working closely with teams in Wealth Management, Retirement, and Oak Hill Advisors.
What is the company culture like at T. Rowe Price?
T. Rowe Price has a collaborative culture that respects and values differences, with colleagues who share a spirit of generosity. They emphasize doing the right thing for clients and associates, active investing, and opportunities for real impact.
What makes a strong candidate for this Senior Alternative Investment Specialist role?
Strong candidates will have experience in sales and distribution of alternative investments, the ability to build relationships with financial advisors and intermediaries, and an entrepreneurial mindset to grow business in the advisor-sold market.
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