Intermediary Sales Associate

Location: Maryland, US

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Requisition Number: 74823

Position Title:

External Description:

Role Summary

 Play a critical role in providing sales support for desk and field sales teams.   

 

Responsibilities 

  • Participate as a key member of dedicated sales teams including completing complex sales support tasks, scheduling meetings, pre-meeting preparation, and promotion of specific product and marketing campaigns.  

  • Analyze performance and analytical reports  

  • Handle inbound calls from financial professionals, functioning as a liaison between the FA and their respective internal and external regional sales teams  

  • 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 the equivalent combination of education and relevant experience  

  • 2+ years of total relevant work experience  

  • This role requires 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   

  • 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  

  • Results oriented   

  • Commitment to client service   

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 two days per week from home.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

City:

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Community / Marketing Title: Intermediary Sales Associate

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. 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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