Job Details

Senior Alternative Investment Specialist – B/D West Region

Join T. Rowe Price as a Senior Alternative Investment Specialist – B/D West Region.

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 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.

About This Position

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 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.

Role Summary

• 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.

Responsibilities

• 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.

Requirements

• 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.

Preferred

• 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 relationships.

We are 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.