Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Northern Colorado Springs, CO and Baltimore, MD)

T. Rowe Price
Colorado, Baltimore
Workplace: HybridFull timeUSD 85,500 - 146,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative sales","Client service","Relationship-building","Communication","Presentation"]

Build and manage relationships with financial advisors in an assigned territory, partnering with external sales to identify and cover high-potential advisors. Prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach, driving gross sales and net new flows. Use internal and third-party data to target opportunities, maintain Salesforce CRM data, and support follow-up and due diligence logistics while attending periodic conferences.

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T. Rowe Price
T. Rowe Price
2 months ago

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Northern Colorado Springs, CO and Baltimore, MD)

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Last checked: 8 days agoStatus: Live

Job Summary

Build and manage relationships with financial advisors in an assigned territory, partnering with external sales to identify and cover high-potential advisors. Prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach, driving gross sales and net new flows. Use internal and third-party data to target opportunities, maintain Salesforce CRM data, and support follow-up and due diligence logistics while attending periodic conferences.
Location: Colorado, Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Build and manage advisor relationships within an assigned territory, partnering with an external sales counterpart to optimize client coverage.
  • •Prospect, sell, and retain advisor relationships using a consultative, solutions-oriented sales process.
  • •Use internal and third-party data to prioritize targets, track territory progress, and assist with territory plans.
  • •Coordinate sales support and follow-up activities, including post-meeting outreach and logistics for due diligence meetings.
  • •Maintain and update CRM (Salesforce) to ensure data integrity and propose process improvements to optimize sales efficiency.
Travel: Low travel

Pay and Benefits

Salary: USD 85,500 - 146,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveHealth Insurance

Key Requirements

  • •Bachelor’s degree or an equivalent combination of education and experience.
  • •FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
  • •3+ years of relevant experience in financial services, sales, or relationship management.
  • •Strong consultative, client service, and relationship-building skills.
  • •Excellent communication and presentation abilities.
Experience:3+ yearsFinancial servicesSalesRelationship management
Education:Bachelor's
Skills:Consultative salesClient serviceRelationship-buildingCommunicationPresentation
Licenses:FINRA Series 7FINRA Series 66
Tech Stack:SalesforceCRMHireVue

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn