Internal Wholesaler — Advisor Partnerships (Hybrid)

T Rowe Price; Baltimore (MD); Hybrid; USD 86,000 - 146,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Health and wellness benefits

Retirement plan

Job summary

T. Rowe Price is seeking an Internal Wholesaler/Intermediary Sales Consultant to support financial advisors in a hybrid role. You will build advisor relationships, collaborate with external sales, and drive growth across your territory.

You will manage relationships, prospect new opportunities, and use a consultative approach to retain and grow client base, with emphasis on CRM documentation and efficient follow-ups. FINRA licenses are required and supported.

Qualifications

• 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.
• CRM proficiency (Salesforce) preferred.
• Proven success using a consultative sales process.
• Adaptability to a fast-paced, evolving environment.
• Passion for staying current on economic and market trends.

Responsibilities

• Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory.
• Business Development: Identify and develop new business opportunities collaboratively with your territory partner.
• Territory Management: Prioritize targets and document progress toward goals; assist in territory planning.
• Sales Support & Follow-Up: Ensure seamless preparation and post-meeting follow-up with advisors and key contacts.
• Travel & Client Engagement: Attend conferences and occasional joint travel with the external partner.
• CRM Management: Document and maintain CRM data; suggest process improvements.

Skills

Consultative selling

Client service

Relationship building

Excellence in communication

Sales process

Education

Bachelor’s degree or equivalent

FINRA Series 7 and 66

Tools

Salesforce

Job description

T. Rowe Price is seeking an Internal Wholesaler/Intermediary Sales Consultant to support financial advisors in a hybrid role. You will build advisor relationships, collaborate with external sales, and drive growth across your territory.

You will manage relationships, prospect new opportunities, and use a consultative approach to retain and grow client base, with emphasis on CRM documentation and efficient follow-ups. FINRA licenses are required and supported.