Intermediary Sales Consultant (B / D & DCIO) - San Francisco

Intermediary Sales Consultant

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and / or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.

Responsibilities

• Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
• Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
• Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales / service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
• Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such : post face to face meeting follow-up emails and outbound calls to advisors / key contacts, preparation work for investment professional meetings and / or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
• Travel / Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
• CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal / external salespeople's time as well as to build improved client experience.

Qualifications

Required :

Preferred :

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

$83,500.00 - $143,000.00 for the location of : Maryland, Colorado, Washington and remote workers $83,500.00 - $143,000.00 for the location of : Washington, D.C. $83,500.00 - $143,000.00 for the location of : New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.