Broker Dealer ETF Sales Specialist – South
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary:
The B/D ETF Sales Specialist (BESS) will be focused on developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETF) through broker dealer intermediaries. The role will report to the Head of ETF Sales within the ETF Team vertical of Global Distribution. The BESS will execute a sales strategy to ensure T. Rowe Price is maximizing its sales of ETFs in partnership with the B/D field sales teams.
Responsibilities:
- Partner with and support B/D field salespeople in identifying, qualifying, engaging, and impacting the adoption of ETFs within the territory’s targeted advisor clients and prospects.
- Partner with ETF enablement to ensure effective use of data to target highest value ETF users within Broker Dealer segment.
- Maintain in-depth knowledge and profile of assigned ETF clients, their sensitivities, and their business needs to effectively influence their decision-making.
- Serve as sales representative for ETF product suite to further expand distribution through B/D financial advisors.
- Proactively look for and determine opportunities to leverage subject matter expert support partners on the ETF team with assigned clients and B/D field partners.
- Travel extensively to engage advisor clients and provide additional sales coverage to B/D field teams across territories.
- Maintain and be aware of full ETF opportunity pipeline with intentional focus to leverage all resources at his/her disposal to ultimately win these business opportunities.
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience.
- 10+ years of total relevant work experience.
- 7+ years of total relevant work experience.
- 5 years of ETF distribution experience.
- Ability to travel.
- Series 7 and 63 licensing.
Preferred:
- Advanced degree or designation.
- Exceptional communication skills including written, verbal, and delivering presentations.
- Experience with U.S. investment distribution and working with Broker Dealer financial advisors.
- Strong understanding of the players in the ETF ecosystem, capital markets, sophisticated investment vehicles, and financial market’s structure.
- Proven ability to drive sales directly with intermediary clients.
- Strong organizational, time management, and relationship management skills.
- Ability to drive results and operate independently.
- Team orientation with intentional mindset to partner and build business collaboratively.
- In-depth knowledge of ETFs and competing investment vehicles such as mutual funds, separately managed accounts, etc.
FINRA Requirements:
FINRA licenses (Series 7 and 63) are required and will be supported for this role.
Work Flexibility:
This role is eligible for full-time remote work.
Regional Requirements:
Base salary range: $138,000 - $249,000 USD for the locations of: Colorado, the State of Washington, California, and New York. 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 of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until 12/31/2024.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions.
- Flexible and remote work opportunities.
- Health care benefits (medical, dental, vision).
- Tuition assistance.
- Wellness programs (fitness reimbursement, Employee Assistance Program).
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
#J-18808-Ljbffr
