Intermediary Sales Associate
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What you'll do
- 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.
What they're looking for
- 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.
Nice to have
- 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.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
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.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$68,500.00 - $117,000.00 for the location of: Maryland, Colorado, Washington and remote workers$68,500.00 - $117,000.00 for the location of: Washington, D.C.
$68,500.00 - $117,000.00 for the location of: New York, California
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:
07/30/2026Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
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:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
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.
Company
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