Remote Regional Investment Consultant

T. Rowe Price; Des Moines (IA); Remote; USD 144,000 - 261,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Health and wellness benefits

Paid time off

Family care resources

Job summary

T. Rowe Price, a premier global asset management firm, seeks a Regional Investment Consultant to drive sales growth and expand advisor Relationships within a designated territory.

Based in the region, you will deliver investment solutions helping clients meet business and investment goals. The role requires extensive broker-dealer relationships, FINRA licenses, and a proven track record of exceeding sales targets.

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.

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.

Skills

Consultative selling

Presentation skills

Negotiation

Broker‑dealer relationships

Education

FINRA Series 7 & 66

MBA / CFA / CFP / CIMA

Job description

T. Rowe Price, a premier global asset management firm, seeks a Regional Investment Consultant to drive sales growth and expand advisor Relationships within a designated territory.

Based in the region, you will deliver investment solutions helping clients meet business and investment goals. The role requires extensive broker-dealer relationships, FINRA licenses, and a proven track record of exceeding sales targets.