Regional Sales Specialist – Model Portfolio Distribution

What you'd do

• Accelerate the growth of Model Portfolios within a specific territory - Primarily sells the organization's model portfolio offering and services to clients.
• Be the expert on T. Rowe Price’s Model Portfolios and the broader Model Portfolio landscape.
• Partner with Portfolio Construction Team and Product Strategists to deliver the entirety of the firm.
• Responsible for significant new business development from strategic prospects.
• Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended solutions.
• Evaluates the strategic potential of prospects; develops and executes a plan for capitalizing on those opportunities in the near and long term.
• Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
• Coordinates sales opportunities for assigned clients across T.
• Rowe Price business units, as necessary.
• Partners with marketing team contacts and other sales teams to support the development and refinement of promotional and pitch materials in this emerging focus area for T.
• Generates ideas, messages, and tactics for assigned business unit to promote the organization's products and services to client contacts.
• Coordinates with the request for proposal team to develop innovative responses.
• Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance.
• Retains direct client management of key clients.
• Assembles teams across the business unit to deliver tailored presentations based on custom needs of clients. Develops new leads clients and pitches new opportunities.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the function.
• Oversees research activities to ensure focus on developing market-based solutions based on client needs.
• Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
• Leverages expertise to interpret and apply highly complex key metrics in advising clients.
• Applies significant influence, guiding client decision-making on matters of high importance.
• Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards.
• Applies considerable latitude in determining optimal approach to meet the needs of T.
• Rowe Price and the client.

What they want

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• This role requires FINRA Series 7 & 63 licenses
• Willingness to regularly travel in sales territory

What you get

• Competitive compensation
• Annual bonus eligibility
• A 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