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Senior Alternative Investment Specialist- BD Channels (Northern California Territory)

Senior Alternative Investment Specialist- BD Channels (Northern California Territory)
Baltimore, MD
·
On-site
·
Full-time
·
3w ago
必須スキル
Customer Service
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
T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States.
The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP’s significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm.
About the Role
- The position works closely with the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists for Broker/Dealer
- This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.
- This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors within US based financial intermediaries.
- The role has location flexibility in northern CA or WA state, but is ideally located in the San Francisco Bay area or Seattle.
- Responsibilities include:Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels
- Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels
- Present TRP’s Alternative capabilities to Financial Advisors and Investors
- Educate TRPs generalist sales team(s) on available alternative strategies
- Manage an alternative sales pipeline
- Develop relationships with prospect wealth firms across all WM channels
Responsibilities
Accountable for driving sales in alternatives with target advisors in region:
- Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.
- Prospect new advisor relationships with the goal of directly driving sales across alternative products
- Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments
- Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment
- Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.
- Provide insight and proactive ideas for improvement to optimize team's time and improve client experience
- Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.
- Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.
- Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights.
- Maintain a deep understanding of the Alternatives landscape, including competitor updates, product trends, advisor preferences for both private and registered investment structures.
Qualifications
Required:
- Prior experience in private credit
- Proven direct new business generation experience
- Proven ability to drive sales directly with clients / intermediaries
- Previous experience and proven success with fundraising through Broker/Dealer relationships (strongly preferred)
- In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.
- Minimum of 5+ years of Alts experience, preferably more than 10 years
- Exceptional communication skills including written, verbal, and delivering presentations
- Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
- Strong organizational, time management, and relationship management skills
- Significant travel required
- College degree
Preferred:
- Advanced degree or designation (e.g. CFA, CAIA, CIMA)
- Series 7 & 63 preferred; must obtain within 3 months of hire
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$182,000.00 - $330,000.00 for the location of: Maryland, Colorado, Washington and remote workers**$182,000.00 - $330,000.00** for the location of: Washington, D.C.
$182,000.00 - $330,000.00 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 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:
08/5/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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Competitive compensation
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Annual bonus eligibility
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A generous retirement plan
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Hybrid work schedule
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Health and wellness benefits, including online therapy
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Paid time off for vacation, illness, medical appointments, and volunteering days
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Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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.
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T. Rowe Priceについて

T. Rowe Price
PublicT. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial intermediaries.
5,001-10,000
従業員数
Baltimore
本社所在地
$43B
企業価値
レビュー
4.1
10件のレビュー
ワークライフバランス
3.2
報酬
4.1
企業文化
4.3
キャリア
2.8
経営陣
4.0
78%
友人に勧める
良い点
Supportive management
Good benefits and compensation
Positive work environment and culture
改善点
Limited career advancement opportunities
Work-life balance challenges
High pressure and heavy workloads
給与レンジ
2件のデータ
Junior/L3
Junior/L3 · Business Analyst
0件のレポート
$120,000
年収総額
基本給
-
ストック
-
ボーナス
-
$102,000
$138,000
面接体験
5件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
20%
面接プロセス
1
Application Review
2
Recruiter Screen
3
Phone Screening
4
Technical Interview
5
Final Round
6
Offer
よくある質問
Coding/Algorithm
Technical Knowledge
Behavioral/STAR
Past Experience
ニュース&話題
What a Time to Run This T. Rowe Price Tech Fund - Kiplinger
Kiplinger
News
·
3d ago
Lbp Am Sa Has $16.06 Million Stock Holdings in T. Rowe Price Group, Inc. $TROW - MarketBeat
MarketBeat
News
·
3d ago
T. Rowe Price Launches First CLO, Expands into Direct Management - connectmoney.com
connectmoney.com
News
·
4d ago
LLM advancement creates competitive dynamic for legacy software firms: T. Rowe Price's Tony Wang - CNBC
CNBC
News
·
5d ago