Alternative Investment Internal Consultant

Requisition Number: 76239

Position Title:

External Description:

Role Summary

The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial Advisors. You will prospect, sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts.

As an Alternative Investment Internal Consultant for Global Alternatives, you will support the Global Alternatives and US Intermediary businesses, representing over $650B in AUM. You will build strong relationships with Banks, Broker/Dealers, RIAs, TAMPs, and Intermediary Platform providers across the U.S.

Responsibilities

• Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products.
• Business Development: Identify sales opportunities, develop new business, and deepen relationships with existing advisors.
• Territory Management: Use data to prioritize targets within your territory, document sales measurements, and develop territory plans.
• Sales Support and Follow-up: Prepare and follow up on items to ensure Specialists are ready for field engagements.
• Travel/Client Engagements: Attend conferences to represent the firm and generate leads.
• CRM Management: Update Salesforce to maintain data integrity and provide insights for improvement.

Qualifications

Required:

• Bachelor’s degree and at least 2+ years of sales experience
• FINRA Series 7 AND 63/65, OR Series 7 AND 66

Preferred:

• Experience in intermediary markets
• Understanding of consultative sales
• Passion for capital markets, private markets, and alternative investments
• Strong relationship-building and data analysis skills
• Proficiency in Excel and Salesforce
• Ability to work collaboratively and adapt in a dynamic environment
• Proven consultative sales results and sophisticated communication skills
• CAIS, CIMA, CFP or CFA designation(s)

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.

City:

State:

Community / Marketing Title: Alternative Investment Internal Consultant

Company Profile:

Location_formattedLocationLong: New York, 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.