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T. Rowe Price · 2 hours ago

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San Francisco

San Francisco, CA

Full-time

Hybrid

Mid Level

$86K/yr - $146K/yr

3+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Internal Wholesaler/Intermediary Sales Consultant will build and manage relationships with financial advisors, collaborating with external sales professionals to develop their assigned territory and drive sales results.

Business DevelopmentFinanceFinancial ExchangesFinancial Services

Responsibilities

Build and manage relationships with a targeted audience of financial advisors

Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs

Refer advisors to your external partner as appropriate, ensuring a seamless client experience

Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach

Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success

Partner with external sales counterpart to optimize client coverage within the territory

Deepen existing relationships and strategically prospect for new ones to elevate the firm’s brand awareness, build client loyalty, and grow product distribution

Identify and develop new business opportunities collaboratively with your territory partner

Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process

Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory

Document territory sales measurements and progress toward goals; assist in developing and executing territory plans

Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings

Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management

Attend periodic conferences to represent the firm and generate leads

Participate in occasional joint travel with your external partner

Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system

Provide proactive ideas for process improvement to optimize sales efficiency

Qualification

FINRA Series 7FINRA Series 66Consultative salesCRM systemsFinancial services experienceMarket trends knowledgeRelationship-building skillsCommunication skillsPresentation abilitiesAttention to detailAdaptability