T. Rowe Price Singapore · 1 week ago
Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San Francisco
San Francisco, CA
Full-time
Hybrid
Mid Level
$86K/yr - $146K/yr
3+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions across various asset classes. The Internal Wholesaler/Intermediary Sales Consultant will build and manage relationships with financial advisors, collaborate with external sales partners, and drive sales results within their assigned territory.
Financial Services
Responsibilities
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
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
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
Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings
Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management
Attend periodic conferences to represent the firm and generate leads
Participate in occasional joint travel with your external partner
Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system
Provide proactive ideas for process improvement to optimize sales efficiency
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
FINRA Series 7 and 66 (or ability to obtain within 3 months of hire)
3+ years of relevant experience in financial services, sales, or relationship management
Strong consultative, client service, and relationship-building skills
Excellent communication and presentation abilities
Preferred
High attention to detail and proficiency in CRM systems (ideally Salesforce)
Proven success using a consultative sales process
Ability to adapt to a fast-paced, evolving environment
Passion for staying current on economic and market trends
Benefits
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Company
T. Rowe Price Singapore
T. Rowe Price is a premier global asset management organisation, actively investing in opportunities to help people thrive in an evolving world.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase