Intermediary Sales Consultant (Core Market Recordkeeping)

T. Rowe Price

Owings Mills, MD Jan 4
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There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

Responsible for sales and revenue generation and/or client relationship management for larger/more complex accounts that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Continues to build industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned larger/more complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. May advise less experienced professionals on compliance with policies and programs. Responsible for the achievement of moderate sales targets.

Responsibilities:

  • Sells the organization's products and/or services to assigned clients. Promotes firm services and offerings to assigned clients based on understanding of clients' business objectives. Negotiates sales of products and services across assigned departments within the business unit. Structures deals in the best interests of the client and the firm. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.

  • Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials. Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction.

  • Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs.

  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate regional sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.

  • Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Seeks final approval from all required parties.

Qualifications:

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND

  • 5+ years of total relevant work experience

Preferred:

  • Series 7 and 66 licenses

  • At least 1-2 years of experience supporting advisors and third party administrators through the sales and sales operations process

  • Retirement plan recordkeeping experience

Work Flexibility

This role is eligible for remote work up to two days a week.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible and remote work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Retirement & Stock Options Benefits
  • 401K
  • 401k with company contribution
  • Company Equity
  • Financial Planning Services
Other
  • Access to Coaching (Health, Professional, Life)
  • Charitable Donation Matching Programs
  • Community Service Programs
  • Fully Remote Options
  • Hybrid Work Options
  • Public Transportation Assistance
  • Relocation Assistance
  • Accessibility
  • Health & Wellness
  • Other
  • Parental Benefits
  • Perks & Discounts
  • Professional Development
  • PTO/Flexibility
  • Retirement & Stock Options Benefits
Accessibility
  • Accessible Building
  • Accessible Devices
  • Accessible Work Environment
  • Job Modification
  • Service Animal/Emotional Support Animal
Perks & Discounts
  • Casual Dress
  • Offsite Company Events
  • On Site Gym/Fitness
  • Snacks Provided
  • Special Discounts
Parental Benefits
  • Childcare Assistance Programs
  • Family Medical Leave
  • Nursing Room
  • Parental Leave
PTO/Flexibility
  • Commitment to Work/Life Harmony
  • Flexible Work Schedule
  • Paid Holidays
  • Paid Sick Days
  • PTO
Health & Wellness
  • Dental Insurance
  • Employee Assistance Program (EAP)
  • FSA
  • Gym Reimbursement/Discounts
  • Health Insurance
  • HRA
  • HSA
  • Life Insurance
  • Long Term Disability
  • Mental Health Benefits
  • Onsite Gym
  • Short Term Disability
  • Vision Insurance
Professional Development
  • Employee Recognition Programs
  • Training & Development Budget
  • Tuition Reimbursement
What differentiates the tech experience at T. Rowe Price from other firms? For anyone interested in a multi-cloud environment, we are the place to be. Here you will gain a lot of exposure to cloud-based technologies.   What if a job candidate doesn’t have experience working with cloud-based technology? Everything we do is in the cloud, but that doesn’t mean everyone has to come in with that specific experience. We partner with major cloud service providers and a cloud guru to provide a customized training program for new employees.   What is the internal culture like at T. Rowe Price? Our employees often say we are a global company that feels like a small company. We’re highly collaborative. There’s a positive energy and a friendly dynamic across all of our global offices. We invest in our people, encouraging them to follow their passions, both professionally and personally. Our company deeply values creativity and independent thought. Everyone, regardless of their role or tenure, makes themselves available to one another because we believe that a rising tide raises all ships. And we have fun! We host exciting events for our employees, including food trucks and DJs.   What are the benefits of a tech career at T. Rowe Price versus a small company or startup? There are many benefits to working for a company that’s been around for over 85 years. We already have an infrastructure in place and a reputable presence in the industry. The biggest benefit is that you can make a real impact here. As we invest in more technological offerings, you’ll have the chance to influence the progression of our capabilities. For a technologist just starting their career, the experience you’ll gain at T. Rowe Price is invaluable and will open other doors for you down the line. For someone who’s been in the industry for a while, you’ll be working at a place where you can see and feel the value of your contribution.   202212-2621344