Responsible for the development of the sales and/or relationship management strategy for the organization.
Responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts that are often global in scale.
Creates, monitors, and revises lead generation plans for the development of new revenue pipelines.
Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment.
Oversees the most complex or large/key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.
Develops new leads with large, complex clients and pitches new opportunities.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of total relevant work experience
FINRA Series 7 and 66
Relationships with Wires, Independents, and Regional Broker Dealers
Working knowledge of Broker/Dealer product platforms
Based in the geographical territory with an established network.
CFA, CFP, CIMA, or MBA

Benefits

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales strategy developmentrevenue generationlead generationclient relationship managementproblem resolutioncontract complianceoperational compliancerisk mitigationconsultingaccount growth

Soft Skills

relationship managementclient satisfactioncommunicationproblem-solvingstrategic thinkingnetworkingresearchadaptabilitycollaborationnegotiation

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 66CFACFPCIMAMBA