Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)

T. Rowe Price; Baltimore (MD); Remote; USD 141,000 - 255,000; Full time

Job summary

A leading financial services firm seeks a Sales Director for the Defined Contribution Investment Only (DCIO) sector in the Pacific Southwest. The role focuses on building key relationships and maximizing investment opportunities while driving sales in a competitive market. This position offers full-time remote options, competitive compensation, and comprehensive benefits aimed at fostering career growth and a balanced work-life environment.

Benefits

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off for vacation and illness

Family care resources

Qualifications

• 10+ years of external wholesaling experience.
• Required FINRA Series 7 and Series 63.
• Extensive knowledge of DC industry including DCIO.

Responsibilities

• Cultivating relationships with Advisors to drive sales.
• Creating annual territory management plans.
• Leveraging CRM technology to manage territory effectively.

Skills

Sales

Relationship Management

Communication

Presentation

Education

Bachelor's degree

Job description

Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO) page is loaded

Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)

Apply remote type US Remote Location locations Baltimore, MD time type Full time posted on Posted 17 Days Ago job requisition id 76369

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, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

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

Role Summary

The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI’s to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.

Responsibilities

• Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
• Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
• Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
• As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
• As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 10+ years of external wholesaling experience in Pacific Southwest territory
• DCIO and/or Retirement Plan Sales a must.
• FINRA Series 7 and Series 63

Preferred:

• CIMA
• MBA
• CFP
• CFA
• Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
• Advanced sales, service, and relationship management skills
• Advanced verbal and written communication skills
• Outstanding presentation/public speaking skills
• Self-directed and willing to travel (50%)
• Thorough knowledge of the investment process and TRP products
• Comprehensive network of DC Specialist Advisor relationships

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$141,000.00 - $255,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$141,000.00 - $255,000.00 for the location of: Washington, D.C.
$141,000.00 - $255,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. 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.

This job posting is expected to be available until:

08/30/2025

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

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .

Featured employee benefits to enrich your life:

• 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

Learn more about our benefits.

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.

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