Regional Sales Specialist – Model Portfolio Distribution

T. Rowe Price
United States
Workplace: HybridFull timeUSD 107,000 - 194,000 annuallyFunction: Supply Chain & LogisticsExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Presentation","Independent work","Self-directed"]

Drive regional growth for model portfolios by managing prospect and client relationships, promoting T. Rowe Price’s model portfolio offerings, and achieving sales targets. Serve as the subject-matter expert on model portfolios and industry trends, coordinate with portfolio construction and product strategists, and develop trusted-advisor relationships with key clients. Lead new business development, negotiate across a broad product and services portfolio, and use complex metrics to guide client decision-making.

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T. Rowe Price
T. Rowe Price
1 day ago

Regional Sales Specialist – Model Portfolio Distribution

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Job Summary

Drive regional growth for model portfolios by managing prospect and client relationships, promoting T. Rowe Price’s model portfolio offerings, and achieving sales targets. Serve as the subject-matter expert on model portfolios and industry trends, coordinate with portfolio construction and product strategists, and develop trusted-advisor relationships with key clients. Lead new business development, negotiate across a broad product and services portfolio, and use complex metrics to guide client decision-making.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Mid level

Key Responsibilities

  • •Accelerate model portfolio growth within a defined territory by selling the organization’s model portfolio offerings and services.
  • •Develop and manage assigned prospect and client relationships to achieve satisfaction, solve problems efficiently, and support decision-making.
  • •Partner with portfolio construction and product strategists to deliver tailored solutions and presentations for client needs.
  • •Own significant new business development by identifying, qualifying, and influencing strategic prospects to adopt recommended solutions.
  • •Negotiate sales across a wide product and services portfolio and coordinate opportunities across business units as needed.
Travel: Medium travel

Pay and Benefits

Salary: USD 107,000 - 194,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveHealth InsuranceFamily CareOnline TherapyVolunteer Days

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and relevant experience, plus 8+ years of total relevant work experience.
  • •Hold FINRA Series 7 & 63 licenses (required for the role).
  • •Willingness to regularly travel in the sales territory.
  • •5+ years of asset management sales experience, with prior experience selling model portfolios preferred.
  • •Advanced sales, service, and relationship management with strong verbal and written communication.
Experience:8+ yearsAsset managementAsset management salesModel portfolios
Education:Bachelor's
Skills:Relationship managementCommunicationPresentationIndependent workSelf-directed
Licenses:FINRA Series 7FINRA Series 63

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