PRIMARY PURPOSE OF THE POSITION
Promote the distribution of TRPIS investment management and related mutual funds through advisors - primarily fee based practices. Generally, these medium sized advisors’ practices will be greater than $100m in AUM but less than $500m in AUM and the investment consultant will interact with the advisors through a phone engagement.
Provide compelling investment reviews and sales presentations to varying client and prospect audiences consisting of Registered Investment Advisors’s and Broker Dealer Financial Advisors, as well as their respective support staff. Proactively develop and maximize relationships with targeted financial advisors assigned through phone and email contact to build T. Rowe Price awareness, promote TRP offerings, support TPD home office initiatives and Advisory Services objectives.
Maintain all client and prospect contact information and interactions in CRM system, utilizing intelligible notes to communicate client trends and key distribution gatekeepers. Support client with investment-related content, and materials to optimize both TRP value to financial advisors
Intimate understanding of the TRP investment strategies and investment vehicles used by clients. Maintain knowledge of targeted client firms’ organizational structure, and product platforms.
Series 7 and 63 license
Prior experience with financial intermediary sales and/or broker/dealer sales exposure
Thorough knowledge of the investment process and TRP products Outstanding presentation and public speaking skills
External sales or client management experience in industry Working knowledge of Broker/Dealer firms and Advisor product platforms
CFA, CFP, CIMA or MBA
College degree and 3 years related work experience
5 years or more of experience within the financial services industry
Thorough knowledge of advisory and investment subjects
Series 6 and Series 63 licensed
Advanced sales, service, and relationship management skills
Advanced verbal and written communication skills
T. Rowe Price is an Equal Opportunity Employer
T. Rowe Price Investment Services, Inc. - 16 months ago
T. Rowe Price Group administers an eponymous family of about 100 mutual funds in a variety of investment styles. Traditionally oriented...