Alternative Investments Internal Consultant - RRB

T. Rowe Price
New York, Baltimore, Colorado
Workplace: HybridFull timeUSD 108,000 - 184,000 annuallyFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Consultative selling","Relationship building","Client service","Data analysis","Communication"]

Serve as a sales and relationship partner supporting Global Alternatives and US Intermediary businesses by helping external sales professionals develop territories and manage sales opportunities with Financial Advisors. Prospect, sell, and retain advisors through a consultative process, contribute to sales and flow metrics, manage territory planning using internal and third-party data, support meetings and due diligence follow-ups, and maintain accurate CRM activity in Salesforce.

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T. Rowe Price
T. Rowe Price
1 month ago

Alternative Investments Internal Consultant - RRB

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Last checked: 9 days agoStatus: Live

Job Summary

Serve as a sales and relationship partner supporting Global Alternatives and US Intermediary businesses by helping external sales professionals develop territories and manage sales opportunities with Financial Advisors. Prospect, sell, and retain advisors through a consultative process, contribute to sales and flow metrics, manage territory planning using internal and third-party data, support meetings and due diligence follow-ups, and maintain accurate CRM activity in Salesforce.
Location: New York, Baltimore, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Optimize client coverage within a territory in partnership with Alternative Investment Specialists, deepening relationships and prospecting for new opportunities.
  • •Develop new business by identifying sales opportunities, selling to prospects, and deepening relationships with existing advisors.
  • •Use internal and third-party data to identify, aggregate, and prioritize advisor targets; document territory sales measurements and develop territory plans.
  • •Provide sales support and follow-up by preparing for meetings and conducting post-meeting emails/outbound calls and due diligence support.
  • •Appropriately document and update CRM (Salesforce) and attend periodic conferences/meetings to represent the firm and win leads.
Travel: Low travel

Pay and Benefits

Salary: USD 108,000 - 184,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveOnline Therapy

Key Requirements

  • •Bachelor’s degree and 2+ years of sales experience.
  • •FINRA Series 7 (63/65 or 66).
  • •Understanding of the consultative sales process.
  • •Passion for capital markets and alternative investments.
  • •Skilled at developing deep, trusting internal and external relationships.
Experience:2+ yearsCapital marketsAlternative investmentsWealth managementIntermediary markets
Education:Bachelor's
Skills:Consultative sellingRelationship buildingClient serviceData analysisCommunication
Licenses:FINRA Series 7
Tech Stack:ExcelSalesforceCRM

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