Senior Alternative Investment Specialist- Bd Channels (northern California Territory)

T. Rowe Price UK

Northern California, United States
Base: $182,000.00 - $330,000.00; bonus/equity: ann...
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Alternative investment strategies
Financial advisors and intermediaries
Private credit experience
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

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