There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
ROLE SUMMARY
The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Northwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI’s to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent TRP’s investment solutions and thought leadership with integrity and professionalism.
RESPONSIBILITIES
- Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
- Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
- Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
- As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
- As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.
TYPICAL QUALIFICATIONS
- 10 or more years of external wholesaling experience in Pacific Northwest territory
- Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
- FINRA Series 7 and Series 63 licensed
- Advanced sales, service, and relationship management skills
- Advanced verbal and written communication skills
- Outstanding presentation/public speaking skills
- Self-directed and willing to travel (50%)
- Thorough knowledge of the investment process and TRP products
- Comprehensive network of DC Specialist Advisor relationships
Qualifications:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- 10+ years of external wholesaling experience in Pacific Northwest territory.
- DCIO and/or Retirement Plan Sales a must.
Preferred:
FINRA Requirements
FINRA licenses are required and will be supported for this role: Series 7 and Series 63
Work Flexibility
This role is eligible for full time remote work.
Base salary ranges:
$138,000.00 - $249,000.00 for the location of: California, New York
$138,000.00 - $249,000.00 for the location of: Washington, D.C
$138,000.00 - $249,000.00 for the location of: Colorado, Maryland, Washington and all other US locations
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
03/2/2025
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 value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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.
