Internal Wholesaler - Advisor Relationships & Territory Growth

T. Rowe Price

Colorado Springs (CO)

Hybrid

USD 86,000 - 146,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work schedule
Annual bonus eligibility
Health and wellness benefits
Paid time off
Retirement plan
Family care resources

Job summary

T. Rowe Price is seeking an Internal Wholesaler/Intermediary Sales Consultant to partner with external sales professionals and strategically grow a designated territory. You will engage financial advisors, determine coverage, and drive client-focused sales initiatives.

The role emphasizes consultative selling, relationship management, and a strong market interest, with FINRA licenses supported. Hybrid work allows up to one day per week from home.

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.

Responsibilities

  • Build and manage relationships with a targeted audience of financial advisors.
  • Collaborate with external sales counterpart to identify and cover high-potential advisors.
  • Refer advisors to external partner as appropriate for seamless client experience.
  • Proactively prospect, sell, and retain advisor relationships using a consultative approach.
  • Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets.

Skills

Consultative sales
Relationship management
Communication skills
Presentation skills
CRM experience

Education

Bachelor’s degree or equivalent
FINRA Series 7 & 66

Tools

Salesforce

Job description

T. Rowe Price is seeking an Internal Wholesaler/Intermediary Sales Consultant to partner with external sales professionals and strategically grow a designated territory. You will engage financial advisors, determine coverage, and drive client-focused sales initiatives.

The role emphasizes consultative selling, relationship management, and a strong market interest, with FINRA licenses supported. Hybrid work allows up to one day per week from home.

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