Hybrid Financial Advisor Relationship Manager

T. Rowe Price; Colorado Springs (CO); Híbrido; USD 86.000 - 146.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Competitive compensation

Annual bonus availability

Health & wellness benefits

PTO and volunteering days

Descripción de la vacante

T. Rowe Price is seeking an energetic sales professional to grow and manage relationships with financial advisors in a hybrid, client-focused role. You will collaborate with external partners to identify needs and deliver tailored investment solutions aligned with client goals.

The position emphasizes consultative selling, territory planning, CRM discipline, and proactive engagement. FINRA licenses are supported, and a hybrid work model provides flexible client coverage.

Formación

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Responsabilidades

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success.

Conocimientos

Consultative sales

Relationship management

CRM (Salesforce)

Communication skills

Presentation skills

Educación

Bachelor’s degree

FINRA Series 7 & 66

Herramientas

Salesforce

Descripción del empleo

T. Rowe Price is seeking an energetic sales professional to grow and manage relationships with financial advisors in a hybrid, client-focused role. You will collaborate with external partners to identify needs and deliver tailored investment solutions aligned with client goals.

The position emphasizes consultative selling, territory planning, CRM discipline, and proactive engagement. FINRA licenses are supported, and a hybrid work model provides flexible client coverage.