Intermediary Sales Associate

3M HEALTHCARE; Baltimore (MD); Hybrid; USD 68,500 - 117,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Fertility and adoption benefits

Job summary

T. Rowe Price in Baltimore offers a hybrid role supporting the intermediary sales organization, providing analytical insights, strategic coordination, and client engagement to drive sales effectiveness and high‑quality experiences.

You will serve as a primary contact for financial professionals, synthesize performance data into actionable recommendations, and collaborate across desk and field teams to inform coverage and engagement strategies.

Qualifications

• Bachelor's degree or equivalent required.
• Client-facing experience and commitment to client service.
• FINRA Series 7 and 66 licenses or the ability to obtain within six months.

Responsibilities

• Support intermediary sales teams with analytical insights, coordination, and client engagement.
• Analyze performance and client activity to identify trends and opportunities.
• Act as primary contact for inbound calls from financial professionals and triage requests.
• Develop knowledge of products, marketing strategies, and capital markets to support sales teams.
• Assist digital-focused advisors through outbound calls and campaigns.
• Build strong relationships across desk and field sales teams for information sharing.

Skills

Client-facing

Relationship management

Analytical thinking

Communication

Team collaboration

Self-starter

Education

Bachelor's degree or equivalent

Finance/business concentration preferred

Job description

Overview

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.

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, 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

• Required: Bachelor's degree or 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 the first 6 months of hire if not currently held.
• Preferred: College degree with a 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.
• Ability 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. It provides exposure to intermediary distribution strategy and is designed to build a strong foundation for growth within Sales or other client‑facing roles at T. Rowe Price.

Base Salary Ranges

Location‑specific ranges (subject to relevant experience and skills):

• Maryland, Colorado, Washington, and remote workers: $68,500.00 – $117,000.00
• Washington, D.C.: $68,500.00 – $117,000.00
• New York, California: $68,500.00 – $117,000.00

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

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

EEO Statement

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.