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T. Rowe Price

Global asset manager offering retirement solutions

Intermediary Sales Associate

Sales OperationsConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree or the equivalent combination of education and relevant experience is required.
  • At least two years of total relevant work experience is required.
  • FINRA Series 7 and 66 licenses and registration with the National Futures Association are required; licenses may be obtained within the first six months of hire.

Responsibilities

  • Serve as a key member of dedicated sales teams by completing complex sales support activities, scheduling meetings, preparing for meetings, and promoting targeted product and marketing campaigns.
  • Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams, informing coverage and engagement strategies.
  • Serve as the primary point of contact for inbound calls from financial professionals, triaging requests to the sales team to deliver timely, high-quality solutions.
  • Develop and maintain knowledge of company products, marketing strategies, and capital markets to support and service financial advisors and internal and external sales teams.
  • Support digital-only financial advisors through personalized outbound calls and email campaigns promoting company solutions and products.
  • Cultivate relationships with desk and field sales teams and become a go-to resource for wirehouse, independent, registered investment adviser, and other financial-firm-specific information.

Desired Qualifications

  • A college degree with a concentration in business or finance.
  • Client-facing experience and demonstrated commitment to client service.
  • Strong relationship management, critical thinking, and interpersonal skills.
  • Excellent verbal and written communication and presentation skills.
  • Ability to work in a team environment while being a self-starter.
  • Intellectual curiosity about financial markets, investment products, and intermediary distribution.
  • Ability to synthesize data and translate insights into actionable recommendations.
  • Comfort operating in a fast-paced, performance-driven sales environment.
  • Ability to influence without authority and partner effectively across teams.

About the Company

T. Rowe Price

Global asset manager offering retirement solutions

T. Rowe Price provides investment management and retirement solutions to individual investors, financial intermediaries, and institutions worldwide. It manages client assets through a disciplined, research-driven investment process and offers a range of strategies and products designed for long-term value. Clients pay management fees based on assets under management, with total assets under management around $1.569 trillion as of June 30, 2024. The company differentiates itself by its global research capabilities, experienced investment teams, and broad client base, enabling tailored solutions for personal accounts, retirement plans, and institutional clients. Its goal is to help clients reach their financial objectives by growing and preserving capital over the long term through diversified investment strategies.

Company size
10,001+
Company stage
IPO
Headquarters
Baltimore, MD
Founded
1937

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