Regional Sales Specialist – Model Portfolio Distribution

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 107,000 - 194,000 annuallyFunction: Supply Chain & LogisticsExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Territory management","Communication","Presentation","Independence"]

Grow Model Portfolios within a defined territory by managing client relationships and promoting the firm’s model portfolio offerings and services. Serve as the subject-matter expert on Model Portfolios, monitor industry and competitor trends, and identify new business opportunities. Partner with portfolio construction, product strategists, marketing, and proposal teams to deliver tailored presentations and drive sales targets. Maintain direct ownership of key accounts and ensure prompt resolution of client needs.

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T. Rowe Price
T. Rowe Price
1 day ago

Regional Sales Specialist – Model Portfolio Distribution

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Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Grow Model Portfolios within a defined territory by managing client relationships and promoting the firm’s model portfolio offerings and services. Serve as the subject-matter expert on Model Portfolios, monitor industry and competitor trends, and identify new business opportunities. Partner with portfolio construction, product strategists, marketing, and proposal teams to deliver tailored presentations and drive sales targets. Maintain direct ownership of key accounts and ensure prompt resolution of client needs.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Mid level

Key Responsibilities

  • •Accelerate growth of Model Portfolios in a specific territory, primarily selling model portfolio offerings and services.
  • •Serve as an expert on the firm’s Model Portfolios and the broader Model Portfolio landscape.
  • •Develop and execute new business development plans by identifying, qualifying, and influencing strategic prospects.
  • •Partner with Portfolio Construction, Product Strategists, marketing, and request for proposal teams to deliver tailored solutions and promotional materials.
  • •Manage prospect and client relationships, including key clients, to ensure satisfaction, resolve issues, and achieve sales targets.
Travel: Low travel

Pay and Benefits

Salary: USD 107,000 - 194,000 annually
Perks:Annual BonusRetirementHybrid WorkHealth InsurancePaid Leave

Key Requirements

  • •8+ years of total relevant work experience (with the equivalent of a Bachelor’s degree or equivalent combination of education and relevant experience).
  • •Client-facing sales experience with advanced territory management skills.
  • •This role requires FINRA Series 7 & 63 licenses.
  • •Willingness to regularly travel in the sales territory.
  • •Advanced sales, service, and relationship management skills with strong verbal and written communication and presentation ability.
Experience:8+ yearsAsset managementFinancial services
Education:Bachelor's
Skills:Relationship managementTerritory managementCommunicationPresentationIndependence
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