Advisor Relations & Growth Consultant

T. Rowe Price; San Francisco (CA); Hybrid; USD 83,500 - 143,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

A generous retirement plan

Hybrid work schedule

Health and wellness benefits

Job summary

A premier global asset management organization is seeking an Intermediary Sales Consultant in San Francisco. This role involves managing relationships with Financial Advisors, driving sales, and collaborating with external partners. Candidates should have a Bachelor's degree and significant experience in sales within the financial services industry. A flexible hybrid work model is offered, along with competitive compensation.

Qualifications

• 5+ years of relevant work experience.
• FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Optimize client coverage within a territory.
• Develop new business and deepen existing relationships.
• Identify and prioritize targets using data sources.
• Provide sales support and follow-up.
• Attend conferences and travel for client engagements.

Skills

Relationship management

Business development

Consultative sales process

Interpersonal skills

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

A premier global asset management organization is seeking an Intermediary Sales Consultant in San Francisco. This role involves managing relationships with Financial Advisors, driving sales, and collaborating with external partners. Candidates should have a Bachelor's degree and significant experience in sales within the financial services industry. A flexible hybrid work model is offered, along with competitive compensation.