Alternative Investment Internal Consultant

Role Summary

The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial Advisors. You will prospect, sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts.

As an Alternative Investment Internal Consultant for Global Alternatives, you will support the Global Alternatives and US Intermediary businesses, representing over $650B in AUM. You will build strong relationships with Banks, Broker/Dealers, RIAs, TAMPs, and Intermediary Platform providers across the U.S.

Responsibilities

• Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products.
• Business Development: Identify sales opportunities, develop new business, and deepen relationships with existing advisors.
• Territory Management: Use data to prioritize targets within your territory, document sales measurements, and develop territory plans.
• Sales Support and Follow-up: Prepare and follow up on items to ensure Specialists are ready for field engagements.
• Travel/Client Engagements: Attend conferences to represent the firm and generate leads.
• CRM Management: Update Salesforce to maintain data integrity and provide insights for improvement.

Qualifications

Required:

• Bachelor’s degree and at least 2+ years of sales experience
• FINRA Series 7 AND 63/65, OR Series 7 AND 66

Preferred:

• Experience in intermediary markets
• Understanding of consultative sales
• Passion for capital markets, private markets, and alternative investments
• Strong relationship-building and data analysis skills
• Proficiency in Excel and Salesforce
• Ability to work collaboratively and adapt in a dynamic environment
• Proven consultative sales results and sophisticated communication skills
• CAIS, CIMA, CFP or CFA designation(s)

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$104,000.00 - $189,000.00 for the location of: Washington, D.C.
$104,000.00 - $189,000.00 for the location of: New York, California

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.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.