T. rowe price
Sales And Client Relationship Manager
Overview
Responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors that are often regional in scale, creating and monitoring lead generation plans, and overseeing key client relationships.
About T. rowe price
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 re
Requirements & Eligibility
- Bachelor's degree or the equivalent combination of education and relevant experience
- 10+ years of total relevant work experience
- FINRA series 7 and 66
Key Responsibilities
- Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit
- Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors
- Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts
- Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit
- Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients' needs
- Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region
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