Intermediary Sales Associate

Troweprice; Baltimore (MD); Hybrid; USD 69,000 - 117,000; Full time

Job summary

T. Rowe Price is a premier global asset management firm seeking a role that partners with its intermediary sales organization. You will support desk and field sales teams, analyze performance reports, and engage financial professionals to deliver high-quality solutions.

Responsibilities include coordinating campaigns, maintaining product knowledge, and building relationships across Wirehouse, independent, and RIA channels. Hybrid work is available with potential for growth.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience.
• FINRA Series 7 and 66 licenses, as well as NFA registration; licenses may be obtained within first 6 months of hire.

Responsibilities

• Serve as a key member of dedicated sales teams including completing complex sales support activities, scheduling meetings, pre-meeting preparation, and promotion of targeted product and marketing campaigns.
• Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams to inform coverage and engagement strategies.
• Primary point of contact for inbound calls from financial professionals, triaging requests to sales team to deliver timely and high-quality solutions.
• Develop and maintain knowledge of T. Rowe Price products, marketing strategies and capital markets to support 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 be the go-to person for Wirehouse, independent, RIA, and other firm-specific information.

Skills

Client facing experience

Relationship management

Interpersonal skills

Verbal communication

Presentation skills

Self-starter

Education

Bachelor's degree or equivalent

College degree in business/finance

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

Serve as a key partner to T. Rowe Price's intermediary sales organization, supporting both desk and field sales teams through analytical insights, strategic coordination, and client engagement. ISAs play a critical role in helping drive sales effectiveness and ensure a high-quality client experience across multiple distribution channels.

Responsibilities

• Serve as a key member of dedicated sales teams including completing complex sales support activities, scheduling meetings, pre-meeting preparation, and promotion of targeted product and marketing campaigns.
• Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams to best inform coverage and engagement strategies.
• Primary point of contact for inbound calls from financial professionals, effectively triaging requests to sales team to deliver timely and high-quality solutions.
• 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.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience.
• 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.

Preferred

• College degree with concentration in business or finance.
• Client facing experience and demonstrated commitment to client service.
• 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.
• Intellectual curiosity about financial markets, investment products, and intermediary distribution.
• Demonstrated ability to synthesize data and translate insights into actionable recommendations.
• Comfort operating in a fast-paced, performance-driven sales environment.
• Ability to influence without authority and partner effectively across teams.

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 one day per week from home.

Base Salary Ranges

• $68,500.00 - $117,000.00 for the location of: Maryland, Colorado, Washington and remote workers
• $68,500.00 - $117,000.00 for the location of: Washington, D.C.
• $68,500.00 - $117,000.00 for the location of: New York, California
• Placement within the range provided above is based on the individual's relevant experience