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
Alternative Investments
Asset Management
Wealth Management
Broker/Dealer Relationships
RIA
TAMP
Financial Advisors
Client Relationship Management
Investment Solutions
Sales
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