Regional Sales Specialist – Model Portfolio Distribution

About the role

The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual will be responsible for sales and client relationship management for model portfolio centric advisors.

Responsibilities

• Accelerate the growth of Model Portfolios within a specific territory
• Primarily sells the organization's model portfolio offering and services to clients
• Be the expert on T. Rowe Price’s Model Portfolios and the broader Model Portfolio landscape
• Partner with Portfolio Construction Team and Product Strategists to deliver the entirety of the firm
• Responsible for significant new business development from strategic prospects
• Evaluates the strategic potential of prospects; develops and executes a plan for capitalizing on those opportunities in the near and long term
• Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making
• Coordinates sales opportunities for assigned clients across T. Rowe Price business units, as necessary
• Promotes the organization's products and services to client contacts
• Generates ideas, messages, and tactics for assigned business unit
• Develops new leads clients and pitches new opportunities
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the function
• Leads research activities to ensure focus on developing market-based solutions based on client needs
• Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance
• Leverages expertise to interpret and apply highly complex key metrics in advising clients
• Applies significant influence, guiding client decision-making on matters of high importance
• 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

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience
• This role requires FINRA Series 7 & 66 licenses
• Willingness to regularly travel in sales territory
• 5+ years Asset Management sales experience including prior experience – Experience selling Model Portfolios preferred
• Advanced sales, service, and relationship management skills
• Advanced territory management skills
• Strong verbal and written communication skills
• Outstanding presentation and public speaking skills
• Self-directed team player with the ability to work independently

FINRA Requirements

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

Work Flexibility

• This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

• $107,000.00 - $194,000.00 for the location of: Maryland, Colorado, Washington and remote workers
• $107,000.00 - $194,000.00 for the location of: Washington, D.C.
• $107,000.00 - $194,000.00 for the location of: New York, California