Supervisor, Sales (Personal Investors)

Posted 9 Hours Ago
Be an Early Applicant
Colorado Springs, CO
83K-126K Annually
Mid level
Fintech
The Role
The Supervisor, Sales will lead a sales team to achieve sales and retention goals, manage team performance and development, resolve service issues, and implement sales strategies. Responsibilities include coaching team members, tracking performance metrics, and overseeing human resource activities.
Summary Generated by Built In

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

About This Position

In this role, the individual will supervise a sales team and contribute to the identification of opportunities for incremental pipeline growth. This includes guiding the staff responsible for selling and supporting sales of the organization's products and/or client retention and account growth; typically, team members require close supervision, and the scope of their work is limited and non-complex. The role also offers the opportunity to contribute to the team's achievement of sales targets as well as manage the human and financial resources of the assigned team.

Responsibilities

  • Guides team to achieve assigned Sales and Retention objectives.
  • Implements protocols to guide Sales teams in integrating these focus areas into their sales and relationship management strategies.
  • Develops contacts with cross-business managers throughout the function.
  • Coordinates the completion of approved sales and relationship management activities and development of tactics.
  • Ensures team is providing a seamless sales and client experience and may assist in the coordination of levels of service across the business.
  • Serves as an escalation point for complex service issues or roadblocks, shepherds’ issues through to resolution.
  • Tracks and reports on sales strategy/relationship plan and results for the assigned team.
  • Reports on function metrics and dashboards.
  • Tracks and reports on sales strategy/relationship plan and results for the assigned teams.
  • Reports on function metrics and dashboards.
  • Develops conversational skill set amongst team members through active and ongoing coaching and refinement of the Consultative Conversation for each associate.
  • Develops sales techniques to upskill team conversations as well as pipeline management process.
  • Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team.
  • Has accountability for the human resources activities within the team (hiring, discipline, firing).
  • May have financial/budgetary responsibility for the team.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 3+ years of total relevant work experience
  • Must obtain Series 7, 66, and 24 within 180 days of hire.
  • Must obtain CRPC Designation within 180 days of hire.

Preferred:

  • Valid Series 7, 66, and 24 upon hire.
  • CRPC designation upon hire.

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 two days per week from home.

Base salary ranges:

$83,000 - $125,500 for the location of: California, New York
$83,000 - $125,500 for the location of: Washington, D.C
$83,000 - $125,500 for the location of: Colorado, Maryland, Washington and all other US locations

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:

01/31/2025

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 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.  

 

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.

The Company
HQ: Baltimore, MD
10,561 Employees
On-site Workplace
Year Founded: 1937

What We Do

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.

At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

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