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About the Role

T. Rowe Price seeks a client-facing sales professional to promote Model Portfolios, manage a territory, and own client relationships. This role involves sales and client relationship management for model portfolio-centric advisors, researching industry trends, overseeing client relationships, identifying growth opportunities, and achieving regional sales targets.

Responsibilities

• Accelerate Model Portfolio growth within a specific territory
• Sell the organization's model portfolio offerings and services to clients
• Serve as an expert on T. Rowe Price’s Model Portfolios and the broader Model Portfolio landscape
• Partner with Portfolio Construction Team and Product Strategists to deliver firm-wide solutions
• Drive significant new business development from strategic prospects
• Identify and qualify prospects, develop trusted advisor relationships, and influence solution adoption
• Evaluate strategic potential of prospects; develop and execute plans for capitalizing on opportunities
• Develop in-depth knowledge of assigned clients, their sensitivities, and business needs to influence decision-making
• Coordinate sales opportunities for assigned clients across T. Rowe Price business units
• Partner with marketing and other sales teams to support promotional and pitch material development
• Generate ideas, messages, and tactics to promote products and services to client contacts
• Coordinate with the request for proposal team to develop innovative responses
• Develop and execute relationship management strategy for target engagements to drive sales and ensure successful client relationship performance
• Retain direct client management of key clients
• Assemble teams across the business unit to deliver tailored presentations based on client needs
• Develop new client leads and pitch new opportunities
• Serve as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings
• Oversee research activities to focus on developing market-based solutions based on client needs
• Analyze highly complex data, trends, plan changes, and strategies to stay updated on sales/relationship performance
• Leverage expertise to interpret and apply highly complex key metrics in advising clients
• Apply significant influence, guiding client decision-making on matters of high importance
• Negotiate sales across a wide product and services portfolio, engaging internal contacts as directed
• Apply considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience
• 8+ years of total relevant work experience
• FINRA Series 7 & 66 licenses
• Willingness to regularly travel in sales territory

Skills

• 5+ years Asset Management sales experience
• Prior experience selling Model Portfolios preferred
• Advanced sales, service, and relationship management skills
• Advanced territory management skills
• Strong verbal and written communication skills
• Outstanding presentation and public speaking skills
• Self-directed team player with the ability to work independently

Location

• Maryland
• Colorado
• Washington
• Remote
• Washington, D.C.
• New York
• California

Work Type

• Hybrid
• Full-time

Experience Level

• 8+ years of total relevant work experience
• 5+ years Asset Management sales experience

Education Level

• Bachelor's degree

Salary/Compensations

• $107,000.00 - $194,000.00 for Maryland, Colorado, Washington and remote workers
• $107,000.00 - $194,000.00 for Washington, D.C.
• $107,000.00 - $194,000.00 for New York, California

Benefits

• Competitive compensation
• Annual bonus eligibility
• 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

About the Company

• T. Rowe Price identifies and actively invests in opportunities to help people thrive in an evolving world.
• Premier global asset management organization with over 85 years of experience.
• Provides investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
• Takes an active, independent approach to investing, offering dynamic perspective and meaningful partnership.
• Believes doing the right thing for clients and associates is good business.
• Offers opportunities to create real impact at work and in the community.
• Provides resources to support career paths, compensation, benefits, and flexibility.
• Fosters a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
• An asset management firm focused on delivering global investment management excellence and retirement services.

Equal Opportunity

• At T. Rowe Price, associates are our greatest asset; our company culture is built on inclusion, sustaining a work environment where associates can bring their best selves to work every day.
• The backgrounds, talents, and experiences of global associates embrace new ideas and perspectives, moving business priorities forward and enabling strong client outcomes.
• Expect equal opportunity and fair and consistent treatment for all.
• T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race.
• 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.