Senior Alternative Investment Specialist – B / D West Region

remote type : US Remote LocationAt 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.

• 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 within the West region, but is ideally located in CA
• 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
• 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.
• Prior experience in private credit
• Proven direct new business generation experience
• Proven ability to drive sales directly with clients / intermediaries
• 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
• College degree required
• 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
• 10+ years of Alts experience
• Series 7 & 63 preferred; must obtain within 3 months of hire
• Advanced degree or designation (e.g. CFA, CAIA, CIMA)
• Previous experience and proven success with fundraising through Broker / Dealer relationshipsPlacement 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. 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 : Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits

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