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T. Rowe Price · 1 hour ago

Senior Alternative Investment Specialist – RIA Channels (Atlanta, Chicago, and San Francisco)

Baltimore, MD

Full-time

Hybrid

Senior Level

$182K/yr - $330K/yr

5+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions and a broad range of capabilities. The Senior Alternative Investment Specialist role focuses on driving sales of alternative investment strategies and building relationships with financial advisors across various segments.

Business DevelopmentFinanceFinancial ExchangesFinancial Services

Responsibilities

Accountable for driving sales in alternatives with target advisors in region

Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors

Prospect new relationships with the goal of directly driving sales across alternative products

Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments

Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment

Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system

Provide insight and proactive ideas for improvement to optimize team's time and improve client experience

Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM

Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making

Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights

Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures

Qualification

Private credit experienceAlternative investments knowledgeNew business generationSales experienceInvestment distribution knowledgeFINRA licensesAdvanced degreeDesignationRelationship managementCommunication skillsOrganizational skillsTime managementPresentation skills