Senior Retirement Plan Sales Executive - Philadelphia/Southern New Jersey

T. Rowe Price
Maryland
Workplace: RemoteFull timeUSD 133,000 - 241,000 annuallyFunction: SalesSkills: ["Communication","Presentation skills","Persuasiveness","Leadership","Collaboration"]

Sell 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market defined contribution clients, focusing on highly complex, strategic opportunities. Own the full sales cycle from pipeline development and proposal strategy to internal deal-team coordination, RFP support, deal negotiation, and iterative fine-tuning post-submission. Build relationships with intermediaries and internal partners while staying current on industry trends to strengthen competitive positioning.

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T. Rowe Price
T. Rowe Price
1 month ago

Senior Retirement Plan Sales Executive - Philadelphia/Southern New Jersey

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Last checked: 10 days agoStatus: Live

Job Summary

Sell 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market defined contribution clients, focusing on highly complex, strategic opportunities. Own the full sales cycle from pipeline development and proposal strategy to internal deal-team coordination, RFP support, deal negotiation, and iterative fine-tuning post-submission. Build relationships with intermediaries and internal partners while staying current on industry trends to strengthen competitive positioning.
Location: Maryland
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop a sales pipeline through multiple marketing activities, including conferences, networking, and building relationships with consultants and sponsors.
  • •Manage the full sales cycle, including proposal development and execution, sales strategy, presentations, internal deal-team orchestration, and negotiation of final terms.
  • •Build relationships with internal partners and distribution channels; leverage sales support resources to develop RFPs and coordinate activities.
  • •Stay current on industry trends and practices through networking with colleagues in Defined Contribution.
  • •Manage negotiation after RFP submission, fine-tuning proposals, and coordinating with Sales Managers on pricing and servicing strategy.

Pay and Benefits

Salary: USD 133,000 - 241,000 annually
Perks:Annual BonusRetirementHealth InsurancePaid LeaveParental LeaveHybrid Work

Key Requirements

  • •An established and extensive professional network within the assigned geographical territory to develop complex, strategic sales opportunities.
  • •A demonstrated track record of success developing a sales pipeline in the small and mid-market segment (Defined Contribution plans under $50M in AUA).
  • •Series 7 and 63.
Experience:Retirement plansDefined contributionAsset managementFinancial services
Skills:CommunicationPresentation skillsPersuasivenessLeadershipCollaboration
Licenses:Series 7Series 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