Intermediary Sales Associate

Role Summary

 Play a critical role in providing sales support for desk and field sales teams.   

Responsibilities 

• Participate as a key member of dedicated sales teams including completing complex sales support tasks, scheduling meetings, pre-meeting preparation, and promotion of specific product and marketing campaigns.  

• Analyze performance and analytical reports  

• Handle inbound calls from financial professionals, functioning as a liaison between the FA and their respective internal and external regional sales teams  

• Develop and maintain knowledge of T. Rowe Price products, marketing strategies and capital markets to fully support and service FAs and internal/external sales teams  

• Support digital only FAs via personalized outbound calls/email campaigns to promote T. Rowe Price solutions and products  

• Cultivate strong relationships with desk and field sales teams to become the "go to" person for  Wirehouse, independent, RIA, and other financial firm specific information  

Qualifications  

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience  

• 2+ years of total relevant work experience  

• This role requires FINRA Series 7 and 66 licenses, as well as registration with the National Futures Association (NFA). Licenses may be obtained within first 6 months of hire if not currently held.  

Preferred:

• College degree with concentration in business or finance  

• Client facing experience   

• Strong relationship management, critical thinking and interpersonal skills  

• Excellent verbal, written communication and presentation skills  

• Able to work in a team environment while being a self-starter  

• Results oriented   

• Commitment to client service   

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 two days per week from home.

WHAT TO EXPECT AFTER APPLYING

1. 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

2. If you are eligible, you will be asked to complete an online assessment and 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: 45 minutes