Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) Colorado Springs
T Rowe Price
Job Description
Internal Wholesaler/Intermediary Sales Consultant At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community.
You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors.
Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
Drive results by contributing to gross sales, net new flows, redemption rates, and activity targetssharing accountability for overall territory success. Responsibilities Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory. Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution.
Business Development: Identify and develop new business opportunities collaboratively with your territory partner. Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process. Territory Management: Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory.
Document territory sales measurements and progress toward goals; assist in developing and executing territory plans. Sales Support