Regional Investment Consultant — Remote Growth Advisor

T. Rowe Price; Iowa; Remote; USD 144.000 - 261.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Remote work flexibility

Health and wellness benefits

Zusammenfassung

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships within a designated territory. You will collaborate with financial advisors and broker-dealer firms to provide investment solutions aligned with client goals.

Based in the region with an established local network, you will lead business plans, deliver insights, and coordinate across teams to provide tailored client solutions and strategic guidance.

Qualifikationen

• Ten plus years of relevant work experience.
• Active FINRA Series 7 and Series 66 licenses.
• 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 wholesaling to financial advisors in the posted territory.
• FINRA licenses are required and will be supported for this role.

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.
• 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 skills

Negotiation

Relationship building

Ausbildung

CFA / CFP® / CIMA® / MBA

Jobbeschreibung

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships within a designated territory. You will collaborate with financial advisors and broker-dealer firms to provide investment solutions aligned with client goals.

Based in the region with an established local network, you will lead business plans, deliver insights, and coordinate across teams to provide tailored client solutions and strategic guidance.