Regional Investment Consultant - RIA & Regional Banks - West

T. Rowe Price; Seattle (WA); Remote; USD 141,000 - 255,000; Full time

Job summary

A leading global asset manager is seeking a Regional Investment Consultant to promote investment strategies and manage client relationships. The role emphasizes collaboration and client satisfaction, requiring strong communication skills and extensive experience in financial services. Remote work is supported, with a competitive salary range and comprehensive benefits.

Benefits

Health Benefits

Retirement Plan

Flexible Work

Wellness Resources

Qualifications

• 7+ years of relevant experience required.
• FINRA Series 7, 66 licenses needed.

Responsibilities

• Promote investment strategies via RIAs and regional banks.
• Manage sales and client relationships for large accounts.
• Research industry trends and ensure client satisfaction.

Skills

Communication

Presentation

Relationship Management

Analytical Skills

Consultative Selling

Problem-Solving

Education

College Degree

Job description

Regional Investment Consultant - RIA & Regional Banks - West

Join us at T. Rowe Price as a Regional Investment Consultant - RIA & Regional Banks - West. We are a leading global asset manager with over 85 years of experience, dedicated to helping clients thrive through active and independent investing. Our culture emphasizes doing the right thing for clients and employees, fostering collaboration, diversity, and community impact.

Role Summary

1. Promote TRPIS/TRPA investment strategies across mutual funds, ETFs, and managed accounts via RIAs and regional banks, primarily through face-to-face meetings and industry events to boost awareness and product share.
2. Develop sales and relationship management strategies in collaboration with management.
3. Manage sales and client relationships for large, complex accounts within an assigned geographical area.
4. Research industry trends, competitor offerings, and client environments to stay informed.
5. Ensure client satisfaction through prompt responses, problem resolution, and compliance.
6. Act as a consultant to clients, advising on products and services to meet their needs and grow accounts.
7. Maintain compliance with sales policies and achieve sales goals and KPIs.
8. Create and monitor annual business plans for the territory.
9. Coach and mentor internal sales staff.

Qualifications

Required:

• College degree and 7+ years of relevant experience
• FINRA Series 7, 66 licenses
• Strong communication and presentation skills
• Deep knowledge of investment and capital markets
• Proven relationship management and sales skills
• High emotional intelligence and credibility with senior leaders
• Expertise in mutual funds, ETFs, and managed accounts
• Disciplined approach to uncovering and closing new business
• Consultative selling capabilities
• Analytical skills and systemic problem-solving
• Energetic and goal-oriented work ethic
• Collaborative team player
• Ability to travel extensively

Preferred:

• Experience in financial services sales or client management
• Knowledge of RIA and Regional Bank channels
• Familiarity with alternative products
• Professional designations such as CFA, CFP, CIMA, or MBA

Additional Information

This role supports remote work, with salary ranges depending on location, from $141,000 to $255,000, plus potential bonuses. The position is open until 07/30/2025, and T. Rowe Price is committed to diversity, equity, and inclusion, offering comprehensive benefits including health, retirement, flexible work, and wellness resources.