Job Information
T. Rowe Price Sales Director, Associate RIC- CO, NM, & AZ in Colorado Springs, Colorado
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.
Regional Business Consultant – CO, AZ and NM
Role Summary
In partnership with sales leadership and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. Responsible for ensuring compliance with sales policies and programs. Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client.
Responsibilities:
Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units.
Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors. Responsible for new business development to prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of 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.
Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off territory plan. Prioritizes client travel and in person/virtual meetings.
Deep understanding of capital markets and competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages expertise to interpret and apply complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.
Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients needs. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client. Works collaboratively with other business segments to represent the full offer from T. Rowe that provides value for our clients.
Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.
Qualifications:
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
10+ years of total relevant work experience
Professional designation preferred
Strong consultative and presentation skills.
Preferred:
Relationships with Wires, Independents, and Regional Broker Dealers
Working knowledge of Broker/Dealer product platforms
Based in the geographical territory with an established network. Strong preference for candidates based in the Denver or Phoenix area.
CFA, CFP, CIMA, or MBA
Work Flexibility
This role is eligible for full time remote work.
FINRA Requirements
FINRA licenses are required and will be supported for this role: Series 7 and 66
Regional Requirements:
Base salary range:
Colorado, California, New York and the State of Washington: $138,000 - $249,000Annual
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until 9/27/2024.
Base salary range:
$138,000.00 - $249,000.00 USD
For the location of:
Colorado Springs, CO
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus , which is determined upon company and individual performance.
This job posting is expected to be available until:
09/27/2024
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, color, 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.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.
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