Associate Regional Investment Consultant – IL & E. MO

T. Rowe Price; Baltimore, Northern (MD, KY); Hybrid; USD 144,000 - 261,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Job summary

T. Rowe Price is seeking an Associate Regional Investment Consultant for IL and E. MO in a remote-ready role based in the Baltimore area. You will develop sales and client relationships for complex advisors, lead revenue initiatives, and ensure regulatory compliance while driving account growth.

The role requires a deep understanding of capital markets, strong presentation skills, and the ability to travel to clients as needed to deliver tailored financial solutions and strategic guidance.

Qualifications

• Bachelor's degree or equivalent and 10+ years experience.
• FINRA Series 7 and 66 licenses required.
• Strong consultative and presentation skills.

Responsibilities

• Develop the sales and client relationship strategy for the territory.
• Create, monitor, and revise lead generation plans for revenue pipelines.
• Oversee key client relationships with high visibility and risk mitigation.
• Lead quarterly business reviews with management and partners.
• Coordinate sales opportunities across business units as needed.

Skills

Consultative selling

Presentation skills

Relationship management

Territory planning

Education

Bachelor's degree or equivalent

FINRA Series 7 & 66

Job description

## Associate Regional Investment Consultant – IL & E. MOApply: US Remote Location: Baltimore, MD: Full time: Posted Yesterday: 83652At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.Join us for the opportunity to grow and make a difference in ways that matter to you.**Role Summary*** In partnership with sales leadership and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors that are often regional in scale.* Creates, monitors, and revises lead generation plans for the development of new revenue pipelines.* Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment.* Oversees key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.* Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.* Responsible for ensuring compliance with sales policies and programs.* Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client.**Responsibilities*** Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units.* Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors. Responsible for new business development to prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.* Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off territory plan. Prioritizes client travel and in person/virtual meetings.* Deep understanding of capital markets and competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages expertise to interpret and apply complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.* Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients' needs. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client. Works collaboratively with other business segments to represent the full offer from T. Rowe that provides value for our clients.* Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.**Qualifications****Required:*** Bachelor's degree or the equivalent combination of education and relevant experience AND* 10+ years of total relevant work experience* FINRA series 7 and 66**Preferred:*** Professional designation preferred* Strong consultative and presentation skills**FINRA Requirements**FINRA licenses are required and will be supported for this role.**Work Flexibility**This role is eligible for full time remote work.**Base Salary Ranges**Please review the job posting for the location of this specific opportunity.$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: New York, CaliforniaPlacement 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:01/31/2027**Commitment to Diversity, Equity,** **and** **Inclusion**At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. **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 benefitsLearn more about our benefits.