T Rowe Price Group, Inc

Intermediary Sales Associate

T Rowe Price Group, Inc$68K — $117K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent relevant experience.
  • 2+ years of relevant work experience.
  • FINRA Series 7 and 66 licenses, and NFA registration (obtained within six months of hire if not currently held).
  • Preferred business or finance concentration.
  • Demonstrated client-facing experience and commitment to client service.

Responsibilities

  • Collaborate with sales teams to perform complex support tasks and prepare for meetings.
  • Analyze sales and client data to uncover trends and inform strategies with sales teams.
  • Handle inbound inquiries from financial professionals, directing requests to sales as needed.
  • Maintain comprehensive knowledge of T. Rowe Price products and capital markets for client support.
  • Engage digital-only financial advisors with targeted calls and email campaigns.
  • Build strong relationships with sales teams across various financial firms to become a key resource.

Benefits

  • Competitive compensation package.
  • Annual bonus eligibility based on performance.
  • Generous retirement plan offerings.
  • Hybrid work schedule available.
  • Comprehensive health and wellness benefits, including online therapy.
  • Paid time off for vacation, illness, and volunteerism.
  • Family care resources, including fertility and adoption benefits.
Full Job Description
Role Summary

Serve as a key partner to T. Rowe Price's intermediary sales organization, supporting both desk and field sales teams through analytical insights, strategic coordination, and client engagement. ISAs play a critical role in helping drive sales effectiveness and ensure a high-quality client experience across multiple distribution channels.

Responsibilities
  • Serve as a key member of dedicated sales teams including completing complex sales support activities, scheduling meetings, pre-meeting preparation, and promotion of targeted product and marketing campaigns.
  • Analyze performance, sales, and client activity reports to identify trends, risks, and opportunities in partnership with sales teams to best inform coverage and engagement strategies.
  • Primary point of contact for inbound calls from financial professionals, effectively triaging requests to sales team to deliver timely and high-quality solutions.
  • Develop and maintain knowledge of T. Rowe Price products, marketing strategies and capital markets to fully support and service FAs and internal/external sales teams.
  • Support digital only FAs via personalized outbound calls/email campaigns to promote T. Rowe Price solutions and products.
  • Cultivate strong relationships with desk and field sales teams to become the "go to" person for Wirehouse, independent, RIA, and other financial firm specific information.


Qualifications

Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience.
  • 2+ years of total relevant work experience.
  • FINRA Series 7 and 66 licenses, as well as registration with the National Futures Association (NFA). Licenses may be obtained within first 6 months of hire if not currently held.


Preferred:
  • College degree with concentration in business or finance.
  • Client facing experience and demonstrated commitment to client service.
  • Strong relationship management, critical thinking and interpersonal skills.
  • Excellent verbal, written communication and presentation skills.
  • Able to work in a team environment while being a self-starter.
  • Intellectual curiosity about financial markets, investment products, and intermediary distribution.
  • Demonstrated ability to synthesize data and translate insights into actionable recommendations.
  • Comfort operating in a fast-paced, performance-driven sales environment.
  • Ability to influence without authority and partner effectively across teams.


FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

This role provides exposure to intermediary distribution strategy and is designed to build a strong foundation for growth within Sales or other client-facing roles at T. Rowe Price.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes

Base Salary Ranges

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

$68,500.00 - $117,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$68,500.00 - $117,000.00 for the location of: Washington, D.C.
$68,500.00 - $117,000.00 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:
07/30/2026

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.

About T Rowe Price Group, Inc

T. Rowe Price Group, Inc. is an American publicly owned global asset management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The company was founded in 1937 by Thomas Rowe Price Jr. and went public in 1986. The company is headquartered in Baltimore, Maryland and has offices in 16 countries worldwide. As of December 31, 2020, the company had $1.47 trillion in assets under management. The company is listed on the NASDAQ stock exchange under the ticker symbol TROW.
Learn more about T Rowe Price Group, Inc
Size
7,529 employees
Market Cap
$24.5 billion
Industry
Net Income
$2.3 billion
Founded
1937
5 Year Trend
+12.4%
Revenue
$6.2 billion
NASDAQ

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