Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)
Job title: Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO) in Baltimore, MD at T. Rowe Price
Company: T. Rowe Price
Job description: 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. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll 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 SummaryThe Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COIâs to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.Responsibilities
Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.
QualificationsRequired:
Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of external wholesaling experience in Pacific Southwest territory
DCIO and/or Retirement Plan Sales a must.
FINRA Series 7 and Series 63
Preferred:
CIMA
MBA
CFP
CFA
Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
Advanced sales, service, and relationship management skills
Advanced verbal and written communication skills
Outstanding presentation/public speaking skills
Self-directed and willing to travel (50%)
Thorough knowledge of the investment process and TRP products
Comprehensive network of DC Specialist Advisor relationships
FINRA RequirementsFINRA licenses are required and will be supported for this role.Work FlexibilityThis role is eligible for full time remote work.Base Salary RangesPlease review the job posting for the location of this specific opportunity.$141,000.00 - $255,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$141,000.00 - $255,000.00 for the location of: Washington, D.C.
$141,000.00 - $255,000.00 for the location of: New York, CaliforniaPlacement within the range provided above is based on the individualâs 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: 08/30/2025Commitment to Diversity, Equity, and InclusionAt 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.BenefitsWe value your goals and needs, at work and in life. As an associate, youâll 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 compensationAnnual bonus eligibilityA generous retirement planHybrid work scheduleHealth and wellness benefits, including online therapyPaid time off for vacation, illness, medical appointments, and volunteering daysFamily care resources, including fertility and adoption benefitsT. 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.
Expected salary:
Location: Baltimore, MD
Apply for the job now!
Apply Now
Company: T. Rowe Price
Job description: 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. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll 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 SummaryThe Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COIâs to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.Responsibilities
Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.
QualificationsRequired:
Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of external wholesaling experience in Pacific Southwest territory
DCIO and/or Retirement Plan Sales a must.
FINRA Series 7 and Series 63
Preferred:
CIMA
MBA
CFP
CFA
Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
Advanced sales, service, and relationship management skills
Advanced verbal and written communication skills
Outstanding presentation/public speaking skills
Self-directed and willing to travel (50%)
Thorough knowledge of the investment process and TRP products
Comprehensive network of DC Specialist Advisor relationships
FINRA RequirementsFINRA licenses are required and will be supported for this role.Work FlexibilityThis role is eligible for full time remote work.Base Salary RangesPlease review the job posting for the location of this specific opportunity.$141,000.00 - $255,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$141,000.00 - $255,000.00 for the location of: Washington, D.C.
$141,000.00 - $255,000.00 for the location of: New York, CaliforniaPlacement within the range provided above is based on the individualâs 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: 08/30/2025Commitment to Diversity, Equity, and InclusionAt 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.BenefitsWe value your goals and needs, at work and in life. As an associate, youâll 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 compensationAnnual bonus eligibilityA generous retirement planHybrid work scheduleHealth and wellness benefits, including online therapyPaid time off for vacation, illness, medical appointments, and volunteering daysFamily care resources, including fertility and adoption benefitsT. 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.
Expected salary:
Location: Baltimore, MD
Apply for the job now!
Apply Now