Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – Colorado Springs

Requisition Number: 74843

Position Title:

External Description:

Role Summary

If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!

As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will:

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success.

Responsibilities

Relationship Management:

• Partner with external sales counterpart to optimize client coverage within the territory.
• Deepen existing relationships and strategically prospect for new ones to elevate the firm’s brand awareness, build client loyalty, and grow product distribution.

Business Development:

• Identify and develop new business opportunities collaboratively with your territory partner.
• Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process.

Territory Management:

• Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory.
• Document territory sales measurements and progress toward goals; assist in developing and executing territory plans.

Sales Support & Follow-Up:

• Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings.
• Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management.

Travel & Client Engagement:

• Attend periodic conferences to represent the firm and generate leads.
• Participate in occasional joint travel with your external partner.

CRM Management:

• Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system
• Provide proactive ideas for process improvement to optimize sales efficiency.

Qualifications

Required:

• 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.

Preferred:

• High attention to detail and proficiency in CRM systems (ideally Salesforce).
• Proven success using a consultative sales process.
• Ability to adapt to a fast-paced, evolving environment.
• Passion for staying current on economic and market trends.

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.

City:

State:

Community / Marketing Title: Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – Colorado Springs

Company Profile:

Location_formattedLocationLong: Colorado, 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.