T. Rowe Price

Alternative Investment Internal Consultant

T. Rowe Price  •  New York (Hybrid)  •  2 months ago
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Job Description

The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial Advisors. You will prospect, sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts.

As an Alternative Investment Internal Consultant for Global Alternatives, you will support the Global Alternatives and US Intermediary businesses, representing over $650B in AUM. You will build strong relationships with Banks, Broker/Dealers, RIAs, TAMPs, and Intermediary Platform providers across the U.S.

Responsibilities

  • Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products.
  • Business Development: Identify sales opportunities, develop new business, and deepen relationships with existing advisors.
  • Territory Management: Use data to prioritize targets within your territory, document sales measurements, and develop territory plans.
  • Sales Support and Follow-up Prepare and follow up on items to ensure Specialists are ready for field engagements.
  • Travel/Client Engagements: Attend conferences to represent the firm and generate leads.
  • CRM Management: Update Salesforce to maintain data integrity and provide insights for improvement.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 8+ years of total relevant work experience
  • FINRA Series 7 AND 63/65, OR Series 7 AND 66

Preferred:

  • Experience in intermediary markets
  • Understanding of consultative sales
  • Passion for capital markets, private markets, and alternative investments
  • Strong relationship-building and data analysis skills
  • Proficiency in Excel and Salesforce
  • Ability to work collaboratively and adapt in a dynamic environment
  • Proven consultative sales results and sophisticated communication skills
  • CAIS, CIMA, CFP or CFA designation(s)

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

T. Rowe Price

About T. Rowe Price

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world.

Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.

Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets.

Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes.

Guidelines: www.troweprice.com/social

T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms.

Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL

Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results.

T. Rowe Price Investment Services, Inc., registered broker-dealer and distributor, T. Rowe Price Mutual Funds and ETFs.

3212929

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Baltimore, Maryland
Year Founded
1937
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