T. Rowe Price Singapore · 18 hours ago
Intermediary Sales Consultant (DCIO)
Baltimore, MD
Full-time
Hybrid
Mid, Senior Level
$86K/yr - $146K/yr
5+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Intermediary Sales Consultant will partner with external sales professionals to manage relationships and sales opportunities with Financial Advisors, focusing on business development and territory management.
Financial Services
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held
Preferred
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
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