Play a critical role in providing sales support for desk and field sales teams.
Participate as a key member of dedicated sales teams including completing complex sales support tasks, scheduling meetings, pre-meeting preparation, and promotion of specific product and marketing campaigns.
Analyze performance and analytical reports
Handle inbound calls from financial professionals, functioning as a liaison between the FA and their respective internal and external regional sales teams
Develop and maintain knowledge of T. Rowe Price products, marketing strategies and capital markets to fully support and service FAs and internal/external sales teams
Support digital only FAs via personalized outbound calls/email campaigns to promote T. Rowe Price solutions and products
Cultivate strong relationships with desk and field sales teams to become the "go to" person for Wirehouse, independent, RIA, and other financial firm specific information
Requirements
Bachelor's degree or the equivalent combination of education and relevant experience
2+ years of total relevant work experience
This role requires FINRA Series 7 and 66 licenses, as well as registration with the National Futures Association (NFA). Licenses may be obtained within first 6 months of hire if not currently held.
Client facing experience
Strong relationship management, critical thinking and interpersonal skills
Excellent verbal, written communication and presentation skills
Able to work in a team environment while being a self-starter
Results oriented
Commitment to client service
FINRA licenses are required and will be supported for this role.
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.
Soft skills
relationship managementcritical thinkinginterpersonal skillsverbal communicationwritten communicationpresentation skillsteamworkself-starterresults orientedclient service
Certifications
Bachelor's degreeFINRA Series 7 licenseFINRA Series 66 licenseNational Futures Association registration