Senior Alternative Investment Specialist B​/D West Region

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.

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.

• 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.

• 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 Investment Advisors, Banks, and Retail Platforms.
• Strong organizational, time management, and relationship management skills.
• Significant travel required.

• 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 licenses are required and will be supported for this role.

This role is eligible for full time remote work.

Please review the job posting for the location of this specific opportunity.

$ - $ for the location of :
Maryland, Colorado, Washington and remote workers.

$ - $ for the location of :
Washington, D.C.

$ - $ 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

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