Alternative Investment Internal Consultant

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. 

Role Summary

The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial Advisors. You will prospect, sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts.

As an Alternative Investment Internal Consultant for Global Alternatives, you will support the Global Alternatives and US Intermediary businesses, representing over $650B in AUM. You will build strong relationships with Banks, Broker/Dealers, RIAs, TAMPs, and Intermediary Platform providers across the U.S.

Responsibilities

• Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products.
• Business Development: Identify sales opportunities, develop new business, and deepen relationships with existing advisors.
• Territory Management: Use data to prioritize targets within your territory, document sales measurements, and develop territory plans.
• Sales Support and Follow-up: Prepare and follow up on items to ensure Specialists are ready for field engagements.
• Travel/Client Engagements: Attend conferences to represent the firm and generate leads.
• CRM Management: Update Salesforce to maintain data integrity and provide insights for improvement.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 7 AND 63/65, OR Series 7 AND 66

Preferred:

• Experience in intermediary markets
• Understanding of consultative sales
• Passion for capital markets, private markets, and alternative investments
• Strong relationship-building and data analysis skills
• Proficiency in Excel and Salesforce
• Ability to work collaboratively and adapt in a dynamic environment
• Proven consultative sales results and sophisticated communication skills
• CAIS, CIMA, CFP or CFA designation(s)

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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$133,000.00 - $240,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$133,000.00 - $240,000.00 for the location of: Washington, D.C.
$133,000.00 - $240,000.00 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