Sales Consultant
T. Rowe Price
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.
POSITION PURPOSE
- Sales Consultant, previously known as Relationship Management Associate (RMA) – partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches, or opportunities.
- Potential to be a RM in institutional.
Principal Responsibilities
- Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.
- Preparation for quarterly client review meetings, including kit delivery and briefing note production.
- Responds to client and sales meeting follow ups, within 24 hrs – chase up with other departments or via client operation’s manager where required.
- Follow up on specific sales leads as directed by the RM.
- Attend internal account coordination meetings.
- Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing.
- Proactively communicate with clients and prospects on relevant issues related to their business.
- Key Account Management – research key accounts and provide suggestions on further developing the relationship.
- Marketing – Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.
- Investment – build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.
- Product group – need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.
- Industry – proactively read reports, news bulletins and share relevant information.
- Execute Japan institutional client business across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience
- Experience from a sales or client service in financial industry
- Commercially minded
- Able to think quickly, tactful, diplomatic
- Business Language Skills for both Japanese and English
Preferred:
- CFA, CMA or equivalent professional qualification
- Understanding of the value chain and operational flow in the relevant business
- Excellent negotiation skills
- Excellent presentation skills
- Appreciation of risk and operations inherent in an asset management value chain
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.