ETF Sales Specialist - Location: Maryland, US

Requisition Number: · Position Title: · External Description: · Role Summary · The ETF Sales Specialist (ESS) will be focused on developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETF) through US-based intermediaries. The ro ...

Job description

Requisition Number:

Position Title:

External Description:

Role Summary

The ETF Sales Specialist (ESS) will be focused on developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETF) through US-based intermediaries. The role will report to a senior sales leader in USI Wealth with a dotted line to the lead ETF subject matter expert on the ETF Investment Team. The ETF Sales Specialist will support a sales strategy to ensure T. Rowe Price is maximizing its sales of ETFs in partnership with field sales teams across segments with financial advisors. This role will cover the Central territory of the U.S. and frequent travel will be required.

Responsibilities

• Partner with and support field salespeople in identifying, qualifying, engaging, and impacting the adoption of ETFs within the territory's advisor clients and prospects.
• Responsible for driving ETF sales results directly with a defined client list of ETF power users including RIAs, ETF strategists, robo advisors, financial advisors, and asset managers.
• Partner with ETF enablement, sales distribution, and data teams (i.e. Broadridge and 13F data sources) to ensure we're effectively using relevant data to target the highest value ETF users across Wealth Management segments.
• Maintain in-depth knowledge and profile of assigned ETF clients, their sensitivities, and their business needs to effectively influence their decision-making.
• Lead efforts with various T. Rowe Price distribution teams on training/education on our ETFs, with a particular focus on go-to-market needs including client facing marketing collateral and training needs.
• Serve as a subject-matter-expert on ETFs, the ETF landscape, and capital markets ecosystem in client facing discussions to further the distribution of ETFs through financial advisors.
• Travel extensively with field team to engage advisor clients and provide 1-on-1 teaching to sales team on ETF subject matter.
• Maintain and be aware of full ETF opportunity pipeline with intentional focus to serve, in multiple capacities, as a resource to win these business opportunities.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 10+ years of total relevant work experience
• 5 years of ETF distribution experience
• Series 7 and 63 licensing
• Ability to travel

Preferred:

• Advanced degree or designation
• Exceptional communication skills including written, verbal, and delivering presentations
• Experience with the U.S. investment distribution and working with financial advisors across different segments including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
• Strong understanding of the players in the ETF ecosystem, capital markets, sophisticated investment vehicles, and financial market's structure
• Proven ability to drive sales directly with intermediary clients
• Strong organizational, time management, and relationship management skills
• Ability to drive results and operate independently
• Team orientation with intentional mindset to partner and build business collaboratively
• In-depth knowledge of ETFs and competing investment vehicles such as mutual funds, separately managed accounts, etc.

FINRA Requirements

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

Work Flexibility

This role is eligible for full time remote work.

City:

State:

Community / Marketing Title:
ETF Sales Specialist (ESS) - Central

Company Profile:

Location_formattedLocationLong:
Maryland, US

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Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions

• Flexible and remote work opportunities

• Health care benefits (medical, dental, vision)

• Tuition assistance

• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.