T. Rowe Price

Sales

• 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

Sales Associate

Strategist

• Develop and deliver differentiated retirement research, insights, and thought leadership aligned to enterprise priorities and market opportunities
• Create market-facing content and presentations on retirement topics for clients, prospects, and industry stakeholders
• Represent the firm in client meetings, prospect discussions, conferences, and other external engagements as a retirement subject matter expert
• Partner with distribution teams to support strategic client conversations, meeting opportunities, and capability positioning
• Translate proprietary research, industry developments, and client feedback into clear, relevant, and actionable insights
• Establish and maintain a feedback loop capturing market trends, client perspectives, and competitive intelligence
• Collaborate with marketing, product, research, and investment teams to ensure retirement messaging and content are timely, differentiated, and commercially relevant
• Support modular content tailored to plan sponsors, consultants, and advisors
• Contribute to the firm’s point of view on retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement issues
• Report to Jessica Sclafani, Head of Retirement Strategist Team

Retirement Strategist

Financial Planning and Analysis

• Develop sales and/or client relationship management strategy for complex regional advisors in the territory
• Create, monitor, and revise lead generation plans for new revenue pipelines
• Research industry trends, competitor offerings, and clients' business environments
• Oversee key client relationships, ensuring satisfaction, responsiveness, problem resolution, compliance, and risk mitigation
• Consult with clients on T. Rowe Price products and services to generate account growth
• Ensure compliance with sales policies and programs
• Achieve substantial sales targets with territory partners and specialists
• Sell products and services to intermediary clients and high-producing advisors
• Develop territory business plans and drive new business development
• Identify and qualify prospects, build trusted-advisor relationships, and influence adoption of solutions
• Coordinate sales opportunities across T. Rowe Price business units
• Develop messaging, tactics, and relationship-management strategies for target engagements
• Retain direct management responsibility for key clients and travel frequently to clients in the territory
• Analyze complex data, trends, plan changes, strategies, and key metrics to advise clients
• Serve as a sales consultant and coordinate targeted delivery of products and services
• Conduct quarterly business reviews with the manager and coordinate with team partners

Sales Associate

Retirement Strategist

Associate Regional Investment Consultant – IL & E. MO