Baltimore Regional Investment Consultant

T. Rowe Price; Baltimore (MD); À distance; USD 144 000 - 261 000; Plein temps

Avantages offerts par ce poste

Hybrid/Remote work arrangement

Annual bonus eligibility

Competitive compensation

Health and wellness benefits

Résumé du poste

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships in a designated territory.

You’ll collaborate with financial advisors and broker-dealer firms to deliver scalable investment solutions that align with clients' business and investment goals. The candidate must be based in the territory with an established regional network and will lead presentations, strategic reviews, and cross-team initiatives to increase market share.

Qualifications

• Ten plus years of relevant work experience.
• Active FINRA Series 7 and Series 66 licenses.
• Strong consultative selling, presentation, and negotiation skills.
• Established relationships with wirehouse, independent and regional broker-dealer advisors.
• Proven track record of growing advisor relationships and achieving or exceeding sales goals.

Responsabilités

• Develop and execute a territory business plan to drive sales, asset growth, and market share.
• Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
• Identify, prospect, and convert new business opportunities while expanding existing client relationships.
• Serve as a trusted advisor by delivering investment insights, business solutions, and market expertise.
• Partner across investment, product, marketing, and relationship management teams to deliver customized client solutions.
• Lead client presentations, business reviews, and sales discussions with advisors and firm leaders.
• Monitor industry trends, competitive developments, and regulatory changes to identify opportunities and provide strategic guidance.
• Share best practices and contribute to the ongoing development of sales strategies, tools, and client engagement approaches.
• Ensure compliance with all regulatory, risk management, and firm policies.

Connaissances

Consultative selling

Presentation skills

Negotiation skills

Broker-dealer relationships

Sales growth

Formation

FINRA Series 7 license

FINRA Series 66 license

Description du poste

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships in a designated territory.

You’ll collaborate with financial advisors and broker-dealer firms to deliver scalable investment solutions that align with clients' business and investment goals. The candidate must be based in the territory with an established regional network and will lead presentations, strategic reviews, and cross-team initiatives to increase market share.