T. Rowe Price
Senior Alternative Investment Specialist – B/D West Region
T. Rowe Price, San Francisco, California, United States, 94199
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 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.
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 $650 B in AUM. The role is a field‑sales specialist responsible for distribution of alternative investment products to financial advisors through US‑based intermediaries.
Role Summary
Work closely with the US Intermediaries (USI) business unit and report to the Head of Alternative Investment Specialists for Broker/Dealer.
Directly responsible for the distribution/sale of alternative investment products and collaborate with peers in Wealth Management, Retirement, and Oak Hill Advisors to drive sales.
Field‑sales specialist accountable for the distribution/sale of alternative investments (Alts) through financial advisors within US‑based financial intermediaries.
Location flexibility within the West region, ideally in California.
Responsibilities
Drive sales of alternative investment strategies with targeted financial advisors and intermediaries across all USI WM channels.
Partner with dedicated generalist field‑sales teams to drive sales of alternatives within existing sales regions/channels.
Present TRP’s alternative capabilities to Financial Advisors and Investors.
Educate generalist sales team(s) on available alternative strategies.
Manage an alternative sales pipeline.
Develop relationships with prospect wealth firms across all WM channels.
Collaborate with coverage teams to identify sales opportunities and deepen relationships with existing advisors.
Prospect new advisor relationships to directly drive 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 within the assigned territory and segment.
Appropriately document and update our CRM (Salesforce) to ensure data integrity and deepening expertise within the system.
Provide insight and proactive ideas for improvement to optimize team 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.
Represent the voice of the client in alternatives positioning and product innovation for the USI WM and TRP/OHA leadership teams.
Maintain a deep understanding of the alternatives landscape, including competitor updates, product trends, and 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 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 Investment 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
$179,000 – $324,000 for Maryland, Colorado, Washington, and remote workers.
$179,000 – $324,000 for Washington, D.C.
$179,000 – $324,000 for New York, California.
Placement within the range 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 02/01/2026
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
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
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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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.
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 $650 B in AUM. The role is a field‑sales specialist responsible for distribution of alternative investment products to financial advisors through US‑based intermediaries.
Role Summary
Work closely with the US Intermediaries (USI) business unit and report to the Head of Alternative Investment Specialists for Broker/Dealer.
Directly responsible for the distribution/sale of alternative investment products and collaborate with peers in Wealth Management, Retirement, and Oak Hill Advisors to drive sales.
Field‑sales specialist accountable for the distribution/sale of alternative investments (Alts) through financial advisors within US‑based financial intermediaries.
Location flexibility within the West region, ideally in California.
Responsibilities
Drive sales of alternative investment strategies with targeted financial advisors and intermediaries across all USI WM channels.
Partner with dedicated generalist field‑sales teams to drive sales of alternatives within existing sales regions/channels.
Present TRP’s alternative capabilities to Financial Advisors and Investors.
Educate generalist sales team(s) on available alternative strategies.
Manage an alternative sales pipeline.
Develop relationships with prospect wealth firms across all WM channels.
Collaborate with coverage teams to identify sales opportunities and deepen relationships with existing advisors.
Prospect new advisor relationships to directly drive 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 within the assigned territory and segment.
Appropriately document and update our CRM (Salesforce) to ensure data integrity and deepening expertise within the system.
Provide insight and proactive ideas for improvement to optimize team 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.
Represent the voice of the client in alternatives positioning and product innovation for the USI WM and TRP/OHA leadership teams.
Maintain a deep understanding of the alternatives landscape, including competitor updates, product trends, and 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 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 Investment 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
$179,000 – $324,000 for Maryland, Colorado, Washington, and remote workers.
$179,000 – $324,000 for Washington, D.C.
$179,000 – $324,000 for New York, California.
Placement within the range 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 02/01/2026
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
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
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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