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 invest in opportunities to help people thrive. As a premier global asset management organization, we offer a dynamic perspective and meaningful partnership for clients. This role supports the US Intermediary business, focusing on Wealth Management and Retirement accounts.
Role Summary
Work closely with the US Intermediaries (USI) business unit and report to the Head of Alternative Investment Specialists for Broker/Dealer.
Drive the distribution and sale of alternative investment products across all USI WM channels.
Field sales specialist accountable for sales through financial advisors within US based intermediaries.
Location flexibility within the West region; ideally in CA.
Responsibilities
Drive sales of alternative investment strategies with targeted financial advisors & intermediaries across all USI WM channels.
Partner with generalist field sales teams to grow sales of alternatives within existing regions and channels.
Present T. Rowe Price’s alternative capabilities to Financial Advisors and Investors.
Educate generalist sales teams on available alternative strategies.
Manage an alternative sales pipeline and develop relationships with prospect wealth firms across all WM channels.
Collaborate with coverage teams to identify sales opportunities and deepen relationships with advisors.
Prospect new advisor relationships to directly drive sales across alternative products.
Support training and education efforts with distribution teams.
Utilize data infrastructure to identify, aggregate, and prioritize targets.
Document and update Salesforce data integrity.
Provide insights and proactive ideas for improvement of client experience.
Work with senior leadership and Oak Hill Advisors to ensure client needs are represented in product development.
Maintain deep knowledge of the alternatives landscape.
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 presentations.
Experience with the U.S. investment distribution landscape.
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 (CFA, CAIA, CIMA).
Previous experience with fundraising through Broker/Dealer relationships.
FINRA Requirements FINRA licenses are required and will be supported for this role.
Work Flexibility Eligible for full time remote work.
Base Salary Ranges Base salary ranges vary by location and are based on experience and skills. Employees may be eligible for a discretionary bonus.
Commitment to Diversity, Equity, and Inclusion T. Rowe Price is an equal opportunity employer that values diversity. We are committed to an inclusive work environment where all associates feel valued.
Benefits
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.
Family care resources, including fertility and adoption benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Customer Service, Distribution, and Sales
Industries Investment Management
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Role Summary
Work closely with the US Intermediaries (USI) business unit and report to the Head of Alternative Investment Specialists for Broker/Dealer.
Drive the distribution and sale of alternative investment products across all USI WM channels.
Field sales specialist accountable for sales through financial advisors within US based intermediaries.
Location flexibility within the West region; ideally in CA.
Responsibilities
Drive sales of alternative investment strategies with targeted financial advisors & intermediaries across all USI WM channels.
Partner with generalist field sales teams to grow sales of alternatives within existing regions and channels.
Present T. Rowe Price’s alternative capabilities to Financial Advisors and Investors.
Educate generalist sales teams on available alternative strategies.
Manage an alternative sales pipeline and develop relationships with prospect wealth firms across all WM channels.
Collaborate with coverage teams to identify sales opportunities and deepen relationships with advisors.
Prospect new advisor relationships to directly drive sales across alternative products.
Support training and education efforts with distribution teams.
Utilize data infrastructure to identify, aggregate, and prioritize targets.
Document and update Salesforce data integrity.
Provide insights and proactive ideas for improvement of client experience.
Work with senior leadership and Oak Hill Advisors to ensure client needs are represented in product development.
Maintain deep knowledge of the alternatives landscape.
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 presentations.
Experience with the U.S. investment distribution landscape.
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 (CFA, CAIA, CIMA).
Previous experience with fundraising through Broker/Dealer relationships.
FINRA Requirements FINRA licenses are required and will be supported for this role.
Work Flexibility Eligible for full time remote work.
Base Salary Ranges Base salary ranges vary by location and are based on experience and skills. Employees may be eligible for a discretionary bonus.
Commitment to Diversity, Equity, and Inclusion T. Rowe Price is an equal opportunity employer that values diversity. We are committed to an inclusive work environment where all associates feel valued.
Benefits
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.
Family care resources, including fertility and adoption benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Customer Service, Distribution, and Sales
Industries Investment Management
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