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T. Rowe Price is seeking a Senior Alternative Investment Specialist for the Northern California territory, focusing on expanding relationships with financial advisors in the alternative investment space. The role emphasizes sales, collaboration with internal teams, and a deep understanding of alternative investment products.
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Job Summary
This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.
Responsibilities include driving sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels and partnering with dedicated generalist field sales teams.
The firm offers competitive compensation, annual bonus eligibility, a generous retirement plan, hybrid work schedule, health and wellness benefits, and paid time off.
Matching Summary
Match Score: 75
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T. Rowe Price is seeking a Senior Alternative Investment Specialist for the Northern California territory, focusing on expanding relationships with financial advisors in the alternative investment space. The role emphasizes sales, collaboration with internal teams, and a deep understanding of alternative investment products.
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Salary
Base: $182,000.00 - $330,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, paid time off
Skills & Requirements
Must-have
Alternative Investment strategies
Financial advisors and intermediaries
Private credit experience
Direct new business generation
US investment distribution landscape
Nice-to-have
Collaborative culture
Spirit of generosity
Meaningful partnership
Proactive ideas for improvement
Key Requirements
Minimum of 5+ years of Alts experience
Proven ability to drive sales directly with clients / intermediaries
Experience with fundraising through Broker/Dealer relationships
In-depth knowledge of Alts and investment vehicles
College degree
Series 7 & 63 preferred; must obtain within 3 months of hire