Primary point of contact to support various sales teams with technical aspects of sales execution of Alternative products. This includes detailed knowledge of distribution arrangements in the industry & connectivity with T. Rowe Price and clients (Custodians, TAM - Ps, Digital Platforms). Subject matter expert for distribution teams on operational components related to delivery of Alts products across all Wealth channels. Assisting with client onboarding, including support of Alternatives distri... more details
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.?? We are a premier?asset?manager?focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Summary of Position:
T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.3 trillion in assets under management globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States.
This position offers a unique opportunity to expand and deepen T. Rowe Price’s significant presence in the advisor sold market by ensuring excellent client service across all T. Rowe Price’s Alternative products.
About the Job:
- The position is part of the Global Alternatives Distribution team and will report to Director of Alts Client Service.
- This role is directly responsible for supporting the distribution of alternatives products and will work closely with peers on partner teams which include USI - Wealth Management (WM) and Oak Hill Advisors (OHA).
- This is a sales enablement role, partnering with Alternative Investment Specialists and cross channel generalist wholesalers to facilitate sales of alternative products.
- The role has location flexibility.
Job Summary & Responsibilities:
- Primary point of contact to support various sales teams with technical aspects of sales execution of Alternative products. This includes detailed knowledge of distribution arrangements in the industry & connectivity with T. Rowe Price and clients (Custodians, TAMPs, Digital Platforms).
- Subject matter expert for distribution teams on operational components related to delivery of Alts products across all Wealth channels.
- Assisting with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition.
- Work with internal teams to address data and reporting challenges.
- Maintain and monitor transaction pipeline to ensure a smooth trading experience.
- Ensure highest quality post-trade servicing.
Job Requirements:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- Prior experience in alternative sales enablement or product management
- Minimum of 5+ years of Alts experience
- In-depth knowledge of operations for Alternatives products such as interval funds, BDCs, Non-traded REITS, private funds, etc.
- Experience with the U.S. investment distribution landscape including Custodians, Broker/Dealers, Registered Investments Advisors, Banks and Retail Platforms
- Understands Alts digital distribution / technology platforms
- Exceptional communication skills including written, verbal, and delivering presentations
- Strong organizational, time management, and relationship management skills
Preferred:
- Series 7 & 63 preferred; must obtain within 3 months of hire
FINRA Requirements
FINRA licenses are required and will be supported for this role (Please see in under job requirements).
Work Flexibility
This role is eligible for remote work.
Regional Requirements:
Base salary range:
$102,000 - $185,000 USD for the locations of: Colorado, the State of Washington, California and New York
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until 7/31/2024.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.