T Rowe Price
Senior Alternative Investment Specialist B / D West Region
T Rowe Price, Myrtle Point, Oregon, United States, 97458
Senior Alternative Investment Specialist (B / D)
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 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.
Responsibilities
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.
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
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.
$179,000.00 - $324,000.00 for the location of : Maryland, Colorado, Washington and remote workers.
$179,000.00 - $324,000.00 for the location of : Washington, D.C.
$179,000.00 - $324,000.00 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 : 02 / 1 / 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 Featured employee benefits to enrich your life
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
#J-18808-Ljbffr
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 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.
Responsibilities
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.
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
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.
$179,000.00 - $324,000.00 for the location of : Maryland, Colorado, Washington and remote workers.
$179,000.00 - $324,000.00 for the location of : Washington, D.C.
$179,000.00 - $324,000.00 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 : 02 / 1 / 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 Featured employee benefits to enrich your life
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
#J-18808-Ljbffr