Remote Regional Investment Consultant: Grow Advisor Relationships

GR8 People, Inc.

Baltimore (MD)

Remote

USD 144,000 - 261,000

Full time

5 days ago

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Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits including

Paid time off

Family care resources

Job summary

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships within designated territories. You will deliver investment solutions to financial advisors and broker-dealer firms, aiming to grow market share and assist clients in achieving their business and investment goals.

You must reside in the territory and have an established regional network. FINRA licenses are required and support will be provided.

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.
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.

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.