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.
About This Position The Sales Development Specialist is responsible for delivering results for the USI Sales and Marketing teams by executing tasks related to effective and efficient lead management. The primary purpose of this position is to drive opportunities that position US Intermediaries to acquire and retain assets. They will perform targeted prospecting via phone outreach and email, working closely with relevant business partners to enhance the quality of client interactions, and will have established communication and feedback loops with all USI sales teams. This role is responsible for handling and qualifying leads from a variety of sources related to potential or existing clients and is expected to efficiently identify client needs and effectively coordinate with partners to identify appropriate next steps.
In conjunction with their understanding of client needs, investment products and strategies, and industry knowledge, they will use their strong interpersonal skills, resiliency, and project management skills to broaden the external reach of USI’s value proposition, refine internal processes, and contribute to the continuous improvement of data quality and operational efficiency within USI.
Role Summary The Sales Development Specialist should possess and continuously refine a strong sales process to drive the opportunity conversion. Crucial to this is the ability to support territory and account management through lead prioritization, utilizing new tools and processes while actively evaluating and seeking to improve these resources, and consistently delivering a premier client experience.
Through a variety of client activities, including 50+ phone calls and emails per day, the SDS is responsible for cultivating and broadening prospect and client relationships while identifying and prioritizing opportunities.
The SDS is fully engrained in the CRM process, documenting and updating Salesforce to ensure data integrity as well as deepening expertise within the system. They are expected to provide insight and proactive ideas for enhancement to optimize internal/external salespeople’s time as well as to create improved client experience. They are expected to assist USI in lead management data reporting on a monthly and quarterly cadence, informing sales and marketing leaders on the engagement and performance of the sales teams and campaigns.
Responsibilities
Sales Process:
Through direct client engagement, the Sales Development Specialist use their sales abilities to efficiently research, profile and build rapport with prospects and clients, identify and effectively qualify opportunities and position next steps.
This role requires flexibility and persistence in communication and approach and the SDS must be able to effectively:
- Adapt conversation focus and style to align with different client types and needs
- Actively listen and demonstrate thoughtful questioning
- Overcome objections and take time to educate, as needed
- Direct and pivot conversations, as needed
- Gain agreement and set expectations on next steps
- The Specialist will partner with Sales, Marketing, and the shared services team to help drive improved engagement and evolve processes.
One TRP Though T. Rowe Price may engage with a given client through multiple segments for various reasons, the client views our associates as and expects to experience as "One T. Rowe Price", working collectively and collaboratively to meet their needs. The Sales Development Specialist must demonstrate an ability to collaborate effectively with internal teams, engaging the appropriate resources and partners for the right opportunities.
Further, the Specialist is expected to use all tools and resources to ensure clear and consistent understanding of the client, the lead, and the opportunity to deliver an impactful message consistent with the TRP brand and product offerings.
The Specialist will leverage CRM and data systems to facilitate monthly, quarterly, and ad hoc reporting for lead management efforts across USI and channel marketing. This process will involve significant communication and collaboration with USI partner groups. The Specialist will be responsible for the receipt, quality check, and distribution of sales leads to the broader sales teams across the business unit.
Capital Markets & Products The Sales Development Specialist is expected to possess and continuously expand their knowledge of T. Rowe Price products, services, and benefits, as well as capital markets and competitors, and to communicate this information consistently and effectively to clients across business segments. Other duties as assigned including operational improvement work, projects and process deliverables.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 2+ years of total relevant work experience
- FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
- Experience with innovation and project management
- Ability to work independently in a fast-paced environment
- Value-based action and results driven
- Previous client facing experience
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.
WHAT TO EXPECT AFTER APPLYING
- 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
- 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.
Commitment 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
Learn more about our 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.
