Regional Investment Consultant - Greater Baltimore

T. Rowe Price; Sacramento (CA); Remote; USD 144.000 - 261.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Zusammenfassung

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

You will partner with financial advisors and broker-dealer firms to deliver investment solutions that meet client goals, requiring an established regional network and a trusted advisory approach. The role emphasizes strategic planning, client presentations, and collaboration with cross-functional teams to deliver tailored solutions while ensuring

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Consultative selling

Presentation

Negotiation

Relationship management

Advisor networking

Ausbildung

FINRA Series 7 & Series 66 licenses

Jobbeschreibung

At 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

The Regional Investment Consultant drives sales growth, expands advisor relationships, and increases market share within a designated territory. As a trusted partner to financial advisors and broker‑dealer firms, you will deliver investment solutions that help clients meet their business and investment goals. The Regional Investment Consultant must be based in the geographical territory in which he/she resides and has an established network in the region.

Responsibilities

• 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.

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

Preferred

• At least five years of experience wholesaling to financial advisors in the posted territory
• Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA
• Experience representing a broad range of investment products and portfolio solutions

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

Base Salary RangesPlease 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, California 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:12/31/2026

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 benefits

Learn more about our benefits.

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.