Job Closed
This listing is no longer active.
Senior Alternative Investment Specialist – BD Channels
Location
Colorado + 2 moreAll locations: Colorado | Maryland | Washington
Posted
88 days ago
Salary
$182K - $330K / year
Seniority
Senior
Job Description
Senior Alternative Investment Specialist – BD Channels
T. Rowe Price
• Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels • Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels • Present TRP’s Alternative capabilities to Financial Advisors and Investors • Educate TRPs generalist sales team(s) on available alternative strategies • Manage an alternative sales pipeline • Develop relationships with prospect wealth firms across all WM channels • Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors • Prospect new advisor relationships with the goal of directly driving sales across alternative products • Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments • Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment • Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system • Provide insight and proactive ideas for improvement to optimize team's time and improve client experience • Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM • Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making • Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights • Maintain a deep understanding of the Alternatives landscape, including competitor updates, product trends, advisor preferences for both private and registered investment structures
Job Requirements
- Prior experience in private credit
- Proven direct new business generation experience
- Proven ability to drive sales directly with clients / intermediaries
- Previous experience and proven success with fundraising through Broker/Dealer relationships (strongly preferred)
- In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.
- Minimum of 5+ years of Alts experience, preferably more than 10 years
- Exceptional communication skills including written, verbal, and delivering presentations
- Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
- Strong organizational, time management, and relationship management skills
- Significant travel required
- College degree
Benefits
- 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
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Senior Manager, Accounting & Financial Outsourcing
Dean DortonHelping clients strategize, adapt, and change in every stage, transforming the way companies do business.
• Serve as the primary strategic financial advisor to a portfolio of nonprofit clients • Provide guidance on financial strategy, sustainability planning, and operational decision-making • Lead the development, monitoring, and analysis of organizational and program budgets • Deliver cash flow forecasting, liquidity planning, and financial modeling • Oversee the full accounting lifecycle for nonprofit clients • Ensure financial statements are prepared in accordance with GAAP • Oversee and manage grant accounting, compliance, and reporting across complex funding sources • Support clients in the development of grant budgets and funding strategies • Guide clients on allowable costs and cost allocation methodologies • Monitor grant performance and reporting deadlines • Support clients through audits and compliance reviews • Develop and deliver financial dashboards, KPIs, and management reports
Accounts Payable Clerk
Dean DortonHelping clients strategize, adapt, and change in every stage, transforming the way companies do business.
• The Accounts Payable Clerk supports the Accounting and Financial Outsourcing (AFO) team by performing day-to-day accounts payable functions for assigned clients. • Ensure vendor bills are processed accurately and timely while maintaining organized financial records and supporting the overall accounting workflow. • Manage invoice entry, payment processing, and vendor communication. • Support the month-end close process and ensure client accounting records remain complete and reliable. • Communicate with vendors and internal team members regarding invoice status or payment questions.
Supervisor(a) Fiscal, Financeiro
Jet BrasilJET é um serviço de aluguel de curta duração de patinetes elétricos através de um aplicativo móvel.
• Liderar equipe (aprox. 4 pessoas) e acompanhar desempenho • Supervisionar lançamento e validação de NFS-e • Garantir classificação fiscal e fluxo de pagamentos • Atuar no contato com prestadores (MEIs) • Organizar processos e propor melhorias • Integrar áreas: financeiro, fiscal e operação • Treinar e desenvolver a equipe
• Serve as the technical specialist for complex investment asset classes and structures under the requirements of U.S. GAAP and U.S. Statutory accounting with specific expertise in ASC 810 Consolidation, ASC 815 Derivatives and Hedging, ASC 323 Equity Method and Joint Ventures, ASC 860 Transfers and Servicing of Financial Assets. • Main point of contact for the investment office for complex transactions and structures for investments within these complex strategic asset classes, defining the related accounting and collaboration with the financial reporting team regarding operational set up for these to ensure execution of these results adheres to GAAP. • Proactively adopt and integrate AI-powered tools and platforms into research and execution workflows as a force multiplier for research productivity and insight generation. • Be a trusted resource for the investment accounting team regarding all technical accounting matters relating to the Company’s investment portfolios. • Assist in researching, assessing, and documenting the accounting implications for significant or unusual transactions, leveraging standard templates. • Monitoring, analyzing, and documenting developments (including new standards) from the FASB, SEC and NAIC that could impact the Company’s accounting policies, practices, and disclosures. • Contribute to the documentation of financial processes and controls to promote compliance with the Company’s internal control program, with a specific focus on technical accounting matters. • As necessary, assist team members providing real-time advice regarding U.S. GAAP and U.S. Statutory accounting policy implications to support the corporate development process for new transactions, including the investment side of new reinsurance transactions. • Providing training and coaching to new and existing staff as needed. • Other related duties, as assigned.



