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T. Rowe Price Intermediary Sales Consultant - US Intermediaries - San Francisco in San Francisco, California

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

Role Summary

The Intermediary Sales Consultant (ISC) is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. Independently covers identified advisors based on advisor needs and/or refers them to external counterpart as appropriate. In this specialized role, the ISC maintains a highly leveraged relationship to optimize engagements directly to advisors with an elevated frequency via phone and web-based sales capabilities. The role is responsible for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.

Are you interested in learning more about this opportunity? If so, we encourage you to apply!


  • Relationship Management: The ISC works in partnership with the assigned external sales partner to assist in optimizing client coverage within a territory. This work includes both cultivating existing relationships to deepen and broaden those with T. Rowe Price while also strategically prospecting within key firms to discover relationships that could be mutually beneficial for the territory. This role is accountable for aiding their external partner in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of TRP products, and driving sales among financial advisors within their territories. Sales ability, prospecting experience, knowledge of TRP investment products and service offerings, knowledge of various firm platforms and products availability, as well as marketing offering will be necessary in this role.

  • Business Development: Accountable for new business development within the assigned territory in partnership with external counterpart. The incumbent requires a high degree of investment knowledge and the ability to present to and to influence key decision makers (ranging from advisors to key centers of influence and admin gatekeepers to dedicated analysts on advisor teams) to uncover potential opportunities for assigned external partners to deepen relationships and to influence sales for the firm. The incumbent works collaboratively with the assigned external partner to proactively identify sales opportunities, deepen overall territories and will independently sell to prospects as well as deepen relationships with existing advisors. Advisor segmentation will vary based on territory and needs of advisors to determine who will provide primary coverage and own relationship. Internal Sales Consultants will utilize the Service Associate role to perform some specific non-client engagement activities for the internal partners and their advisors.

  • Territory Management: Utilizes various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. Maintains list of prioritized advisors that has been developed in conjunction with their external counterpart and manager, prospects short and long-term opportunities. Tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with manager to develop territory plan and monitors progress. Monitors territory client activity to spot trends, issues and opportunities.

  • Sales Support and Follow-up: The incumbent will work closely with the assigned external partner to deliver on preparation and follow-up items that help to ensure that each partner has optimization when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts; preparation work for Investment Professional meetings and/or due diligence meetings held by either the ISC or the external partner; coordination with Service team of other non-client facing activities, such as Morningstar or Brightscope Reports.

  • Travel/Client Facing Engagements: The ISC can expect to attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.

  • CRM: Appropriately document and update our CRM ( to ensure the integrity of our data as well as deepening expertise within the system. Expected to provide insight and proactive ideas for enhancement to optimize internal/external salespeople's time as well as to create improved client experience.

Required Qualifications

  • Bachelor's degree or the equivalent combination of education and relevant experience AND -5+ years of total relevant work experience

Preferred Qualifications


  • Comprehensive knowledge of the financial service industry

  • Previous intermediary experience

  • Strong investment/product knowledge

  • Strong consultative phone and relationship management skills

  • Strong interpersonal skills and ability to flex to the client

  • Energized by a collaborative and competitive environment

  • Flexibility and a willingness to grow and change within an evolving organization

  • Proven results using a consultative sales process

  • Strong desire to remain aware of continuous developments in the economy and financial services industry

  • Advanced presentation and communication skills

  • High attention to detail and documentation process

  • Have a high level of client service and relationship management skills

  • College degree and two years of related work experience

  • Series 7 and 66 Licenses (or obtain within 90 days of hire)

Job Family: Sales & Relationship Management

Track: Knowledge Management

Level: KM3

T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. ​ Please view What We Offer ( to see what's available to you.

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, colour, 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.T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.

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