Job Description

Role Summary

Responsible for sales and revenue generation and/or client relationship management for highly complex accounts that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Guides less experienced professionals' compliance with sales policies and programs. Responsible for the achievement of sales and profit goals for the region. Responsible for the achievement of substantial sales targets.

Responsibilities:

Sells the organization's products and/or services to clients whose business may affect the financial performance of the region and its achievement of goals. Promotes firm services and offerings to assigned clients based on understanding of clients' business objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm. Negotiates sales of products and services across the business unit. Structures deals in the best interests of the client and the firm. Responsible for significant new business development from strategic prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended solutions. Evaluates the strategic potential of prospects; develops and executes a plan for capitalizing on those opportunities in the near and long term. Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
Partners with marketing team contacts and other sales teams to develop promotional and pitch materials. Generates ideas, messages and tactics for assigned business unit to promote the organization's products and services to client contacts. Coordinates with the request for proposal team to develop innovative responses. Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management of key clients.
Assembles teams across the business unit to deliver tailored presentations based on custom needs of clients. Develops new leads with large, complex clients and pitches new opportunities.
Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the function. Oversees research activities to ensure focus on developing market-based solutions based on client needs. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages expertise to interpret and apply highly complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance.
Negotiates the most complex sales across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.

Qualifications:

Required:

Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
This role requires Series 7 and 63 licenses.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.

Regional Requirements:

Wage Transparency Disclosure* -

California: Minimum salary (USD) range $102,000 - $185,000 Annual

*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. Salary range disclosure as required by sb19-085 when hiring in Colorado, S9427A when hiring in New York, SB 1162 when hiring in California, and SB 5761 when hiring in the State of Washington.

Base salary range for the primary location of:

San Francisco, CA$100,000.00 - $181,000.00 USD

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.  Salary range disclosure as required by sb1162 when hiring in California, sb19-085 when hiring in Colorado, S9427A when hiring in New York, and SB5761 when hiring in the State of Washington. 

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)