Regional Sales Manager- Registered Investment Advisors and Regional Banks, South Central Territory (TX, OK, AR, LA, MS, and MO)
Full Time
Baltimore, MD
Posted
Job description
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Regional Sales Manager - Registered Investment Advisors and Regional Banks - South Central Territory
Role Summary
Promote the distribution of TRPIS/TRPA investment management strategies through registered investment advisors (RIAs) and regional banks. Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted wealth managers. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to increase product share and build TRP awareness.
Principle Responsibilities
Establishes and maintains constructive working relationships with regional banks and Registered Investment Advisors (RIA) that exist in defined region/territory. Key touch points include the CIO, Research Analysts, Product Manager, Fund Board, and key internal and external sales professionals. Aligns T. Rowe Price (TRP) resources (senior management, PM access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction. Ensures overall service plan continuity by maintaining alignment of multiple internal and external parties. Identifies/communicates assigned relationships’ trends for input into planning cycle. Role also entails retaining accounts during periods of underperformance. Incumbent must meet performance goals that are benchmarked against internal and third-party customer satisfaction ratings, AUM, and net new flows. Responsible for new business development to prospects or by cross selling to existing accounts. The Regional Sales Director uses a high degree of investment and product knowledge and sophisticated prospecting and negotiation skills to influence CFAs, internal and external consultants, CIOs, and product managers. Using a consultative approach and a discipline sales process they will identify and qualify appropriate prospects, develop a ‘trusted advisor” relationship, and help them find solutions to address their investment needs. Develops and maintains lists of prioritized prospects and key short and long-term opportunities. Tracks territory sales measurements towards attainment of sales/service goals. Develops annual business plan for the territory and client plans for largest clients and monitors progress. Coaches and mentors Internal Sales staff.
Qualifications
Preferred
- External sales or client management experience in industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales)
- Working knowledge of Bank Trust, RIAs, and Advisory product platforms
- CFA, CFP, CIMA, or MBA
Required
- College degree preferred and 7 years of related work experience
- Superior communication/presentation skills
- Advanced investment/product knowledge
- Advanced relationship management/sales skills
- Ability to establish rapport and interact with client senior management
- Ability to act as ambassador for entire TRP platform
- Advanced knowledge and understanding of TRP mutual fund and sub-advised policies
- Able to follow a disciplined approach to targeting potential business
- Able to establish credibility and rapport by balancing persistence with relaxed follow-up
- Consultative selling skills
- Able to apply systemic approach to problem solving and effectively use data and analytical tools.
- Able to focus a high level of energy on activities that provide results
- Demonstrates the ability to identify opportunities and take appropriate action
- Able to approach work in a clear goal-oriented way
- Able to work collaboratively
Base salary range for the location(s) of:
Colorado Springs, CO $135,000 - $244,000
New York, NY $135,000 - $244,000
San Francisco, CA $135,000 - $244,000
The State of Washington $135,000 - $244,000
This role requires the FINRA Series 7 and Series 63 licenses
within first 4 months in the role.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.