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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and sales support, with a strong understanding of financial markets and investment products. Proficient in analyzing data to inform strategies and enhance client service in a fast-paced sales environment.
Highest-signal resume keywords
FINRA Series 7 LicenseFINRA Series 66 LicenseClient Facing ExperienceRelationship ManagementData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Support ActivitiesPerformance AnalysisMarket AnalysisData SynthesisPresentation Skills
Soft Skills
Interpersonal SkillsCritical ThinkingCommunication SkillsTeam CollaborationSelf-Starter
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 66 LicenseNational Futures Association Registration
Industry Keywords
Financial MarketsInvestment ProductsSales StrategiesClient ServiceT. Rowe Price Products
About the role
Key responsibilities & impact- Serve as a key member of dedicated sales teams
- Complete complex sales support activities, schedule meetings, prepare for meetings, and promote targeted product and marketing campaigns
- Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities
- Partner with sales teams to inform coverage and engagement strategies
- Serve as the primary point of contact for inbound calls from financial professionals
- Triage requests to the sales team and deliver timely, high-quality solutions
- Develop and maintain knowledge of T. Rowe Price products, marketing strategies, and capital markets
- Support and service financial advisors and internal/external sales teams
- Support digital-only financial advisors via personalized outbound calls and email campaigns
- Promote T. Rowe Price solutions and products
- Cultivate relationships with desk and field sales teams
- Provide information for wirehouse, independent, RIA, and other financial firms
Requirements
What you’ll need- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience
- 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 and demonstrated commitment to client service
- 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
- Intellectual curiosity about financial markets, investment products, and intermediary distribution
- Demonstrated ability to synthesize data and translate insights into actionable recommendations
- Comfort operating in a fast-paced, performance-driven sales environment
- Ability to influence without authority and partner effectively across teams
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
- Resources to support your career path
- Flexibility to enrich your life