Consultant Relations Sales Director – National Account Manager

Requisition Number: 74840

Position Title:

External Description:

Role Summary

Leads the communications and outreach efforts to foster relationships with highly influential consulting firms whose endorsement and promotion of the organization has a significant impact on the business unit's achievement of financial goals and access to major clients. Serves as a subject matter expert and key advisor for the organization, and is responsible for managing the most complex, high-profile consultant relations issues. Provides leadership to less experienced professionals and assigns tasks. Is responsible for specialized initiatives spanning multiple critical business areas.

Responsibilities

• In collaboration with leadership, develops communications strategy for working across consulting firms, including regional and global firms, newer firms, and more established firms.
• Ensures the organization's interests are expertly represented to consulting firms. Effectively manages consultant relationships with assigned consultants (typically considered tier I) to position T. Rowe Price as consulting firms' exclusive partner for a variety of services. Negotiates special terms and discounts on T. Rowe Price’s products and services to gain partnership agreements.
• Ensures brand awareness among highly influential and important consulting firms of the organization's services, including recordkeeping and investment management strategies, among others. Communicates the most complex information about the organization leveraging unique and highly advanced expertise, ensuring responses that align with the overall message of the organization. Effectively gains acceptance for and asserts influence to ensure understanding of the organization's products and services.
• Evaluates and responds to the most complex information requests from consultants. Guides team members in preparing technical materials, synthesizing multiple sources of information into a cohesive and knowledgeable response, including recommendations for action by the consultant/client. Develops new processes or strategies to enhance the team’s ability to gain client trust and encourage adoption of recommendations.
• Partners with other leaders in sales to ensure consultant relationships strategy is aligned with future direction of the firm, as well as other sales and business development strategies. Directly influences the organization's long-term overall consultant relations strategy.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 10+ years of total relevant work experience
• Series 7 and 3
• An investment certification such as the CFA, CAIA or CFP would be beneficial

Preferred:

• 10+ years of retirement industry experience
• Experience working with large DC Aggregators or Broker Dealers
• FINRA Series 6 or 7 licensed
• Experience with record keeping platform sales, client service or consultant relations
• Experience working with an asset manager with record keeping capabilities

FINRA Requirements

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

Work Flexibility

This role is eligible for full time remote work.

City:

State:

Community / Marketing Title: Consultant Relations Sales Director – National Account Manager

Company Profile:

Location_formattedLocationLong: California, 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.