Intermediary Sales Associate

Requisition Number: 81628

Position Title:

External Description:

Role Summary 

Serve as a key partner to T. Rowe Price’s intermediary sales organization, supporting both desk and field sales teams through analytical insights, strategic coordination, and client engagement. ISAs play a critical role in helping drive sales effectiveness and ensure a high-quality client experience across multiple distribution channels.   

  

Responsibilities 

• Serve as a key member of dedicated sales teams including completing complex sales support activities, scheduling meetings, pre-meeting preparation, and promotion of targeted product and marketing campaigns.  
• Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams to best inform coverage and engagement strategies. 
• Primary point of contact for inbound calls from financial professionals, effectively triaging requests to sales team to deliver timely and high-quality solutions. 
• 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.  
• 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 and demonstrated commitment to client service.
• 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.  
• Intellectual curiosity about financial markets, investment products, and intermediary distribution.
• Demonstrated ability to synthesize data and translate insights into actionable recommendations.
• Comfort operating in a fast-paced, performance-driven sales environment.
• Ability to influence without authority and partner effectively across teams.

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.

This role provides exposure to intermediary distribution strategy and is designed to build a strong foundation for growth within Sales or other client-facing roles at T. Rowe Price.

City:

State:

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.