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Regional Sales Manager -RIA & Regional Banks - Northern CA & Pacific Northwest Region

Company: T. Rowe Price
Location: San Francisco
Posted on: April 19, 2019

Job Description:

Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client's success. If you're looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price. PRIMARY PURPOSE OF THE POSITION Promote the distribution of T. Rowe Price investment management strategies through registered investment advisors (RIAs) and regional banks. Primary responsibilities are to provide relationship management, investment-related reviews, positioning of investment strategies, and thematic investment content directly to targeted wealth managers. This is done primarily through face-to-face meetings, as well as at industry conferences, with a goal of increasing product market share and building T. Rowe Price awareness and advocacy. PRINCIPAL RESPONSIBILITIES Establishes and maintains constructive working relationships with RIAs and regional banks that exist in a defined region/territory. Key touch points include the CIO, research analysts, investment analysts, and financial planners. Aligns T. Rowe Price resources (senior management, portfolio management, portfolio specialists, marketing, etc.) with client needs to sustain world class service in order to build customer loyalty and satisfaction. Responsible for both new business development and cross selling activities. The Regional Sales Manager uses a high degree of investment and product knowledge, along with sophisticated prospecting and negotiation skills, to influence key decision makers. Using a consultative approach and a disciplined sales process, the Regional Sales Manager will identify and qualify appropriate prospects, work towards developing a 'trusted advisor" relationship with clients, and help clients identify relevant solutions to address their investment and business needs. Develops and maintains lists of prioritized prospects and key short- and long-term opportunities. Develops annual business plan for the territory. Coaches and mentors internal sales associates. This position will work from a home based office in the Pacific Northwest (i.e. San Francisco, Seattle, Portland) QUALIFICATIONS Required * College degree and 7 years of related work experience * Series 7 and 66 Licenses; Series 63 and 65 may be substituted in lieu of series 66 * Able to act as an ambassador for T. Rowe Price * Superior communication/presentation skills * Advanced investment/capital markets knowledge * Advanced consultative selling & relationship management skills * Able to establish rapport and develop relationships at all levels within client organizations * Able to follow a disciplined approach to targeting potential business * Able to apply systematic approach to problem solving and to effectively use data and analytical tools to help drive business * Able to focus a high level of energy on activities that provide results * Demonstrates the ability to identify sales opportunities and take appropriate action * Able to work collaboratively Preferred * External sales or client management experience within the RIA & regional bank channels * CFA, CFP, CIMA or MBA T. Rowe Price is an Equal Opportunity EmployerSDL2017

Keywords: T. Rowe Price, San Francisco , Regional Sales Manager -RIA & Regional Banks - Northern CA & Pacific Northwest Region, Sales , San Francisco, California

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