Internal Wholesaler – Intermediary Sales Consultant, B/D & DCIO

T. Rowe Price

. Build and manage relationships with a targeted audience of financial advisors .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $85,500 - $146,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and consultative sales within the financial services sector, leveraging strong communication skills and CRM proficiency to drive sales performance and client satisfaction.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66Consultative Sales ProcessSalesforce CRMRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyData AnalysisSales Measurement DocumentationProspectingClient Retention

Soft Skills

Communication SkillsPresentation SkillsAttention to DetailAdaptabilityClient Service

Tools & Technologies

Salesforce

Certifications & Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 66

Industry Keywords

Financial ServicesAdvisor RelationshipsConsultative ApproachMarket TrendsSales Targets

About the role

Key responsibilities & impact

Build and manage relationships with a targeted audience of financial advisors
Collaborate with external sales counterparts to identify and cover high-potential advisors
Refer advisors to external partners as appropriate
Prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach
Contribute to gross sales, net new flows, redemption rates, and activity targets
Deepen existing relationships and prospect for new business
Use internal and third-party data sources to prioritize targets within the territory
Document territory sales measurements and assist with territory plans
Coordinate preparation, follow-up, logistics, investment professional meetings, and due diligence meetings
Collaborate with the Service team on territory development and relationship management
Attend periodic conferences and participate in occasional joint travel
Update Salesforce CRM and provide process-improvement ideas

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
FINRA Series 7 and 66 (or ability to obtain within 3 months of hire)
3+ years of relevant experience in financial services, sales, or relationship management
Strong consultative, client service, and relationship-building skills
Excellent communication and presentation abilities
High attention to detail and proficiency in CRM systems (ideally Salesforce)
Proven success using a consultative sales process
Ability to adapt to a fast-paced, evolving environment
Passion for staying current on economic and market trends

Benefits

Comp & perks

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