Alternative Investments Internal Consultant - RRB

About the role

The Alternative Investment Internal Consultant role serves as a Key Contributor in support of the Global Alternatives and US Intermediary (USI) businesses, consisting of Wealth Management and Retirement accounts, and represents over $650B in AUM. The role is based in T. Rowe Price’s Baltimore, New York, or Colorado Springs offices.

Responsibilities

• Work with Alternative Investment Specialist team members in optimizing client coverage within a territory.
• Aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors.
• Develop new business with your territory, identifying sales opportunities and deepening relationships with existing advisors.
• Document territory sales measurements towards attainment of sales/service goals and overall growth of territory.
• Deliver on preparation and follow-up items that help ensure the Specialist partner is prepared when in the field.
• Attend periodic conferences and/or meetings to represent the firm and win leads for all territories.
• Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data and deepen expertise within the system.
• Provide insight and proactive ideas for improvement.

Qualifications

• Bachelor’s degree, 2+ years of sales experience
• FINRA Series 7 (63/65 or 66) preferred
• Understanding of the consultative sales process
• Passion for capital markets and alternative investments
• Skilled at developing deep, trusting internal and external relationships
• Strong data analysis skills
• Aptitude with Excel and Salesforce
• Ability to work collaboratively in a driven, team-based environment
• Flexibility and the ability to grow and change within an evolving organization
• Proven results using a consultative sales process
• Sophisticated presentation and communication skills