Senior Alternative Investment Specialist- BD Channels; Northern California Territory

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, advisers, 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.

T. Rowe Price, along with 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 Wealth Management distribution group strives to build strong long‑term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which includes banks, broker/dealers, RIAs, TAMPs, and intermediary platform providers throughout the United States.

• 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 that include Wealth Management, Retirement, and Oak Hill Advisors 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.

The role has location flexibility in northern CA or WA state, but is ideally located in the San Francisco Bay area or Seattle.

• 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 TRP’s 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 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 data integrity and deepening expertise within the system.
• Provide insight and proactive ideas for improvement to optimize the 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 the voice of client in…