Baltimore Regional Investment Consultant — Remote

T. Rowe Price; California; À distance; USD 144 000 - 261 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

Annual bonus eligibility

Health benefits

Retirement plan

Paid time off

Family care resources

Résumé du poste

T. Rowe Price in the United States seeks a Regional Investment Consultant to drive sales growth, expand advisor relationships, and increase market share within a designated territory.

You will partner with financial advisors and broker-dealer firms to deliver investment solutions that align with client goals and regulatory requirements. Based in the region with an established network, you will develop territory plans, lead client presentations, monitor market trends, and collaborate with

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 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

Presentations

Negotiation

Advisor relationships

Formation

CFA

CFP

CIMA

MBA

Outils

FINRA Series 7

FINRA Series 66

Description du poste

T. Rowe Price in the United States seeks a Regional Investment Consultant to drive sales growth, expand advisor relationships, and increase market share within a designated territory.

You will partner with financial advisors and broker-dealer firms to deliver investment solutions that align with client goals and regulatory requirements. Based in the region with an established network, you will develop territory plans, lead client presentations, monitor market trends, and collaborate with