Regional Investment Consultant

Job not on LinkedIn

🕒 5 days ago

🏄 California, Colorado, +3 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🗽 New York – Remote 🦀 Maryland – Remote ☕ Washington – Remote

💵 $144k - $261k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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T. Rowe Price

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world.

📋 Description

• Foster a sales and relationship building strategy for the firm • Accountable for sales and revenue generation and/or client relationship management • Lead all aspects of client partnerships, ensuring satisfaction • Advise clients on how we can satisfy their needs and generate account growth • Coordinate sales opportunities for assigned clients across T. Rowe Price as necessary • Develop new leads with large, complex clients and pitches new opportunities • Guide client decision making on matters of high importance and significant financial risk

🎯 Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience • 10+ years of total relevant work experience • FINRA series 7 and 66 licenses • Strong relationships with Wires, Independents, and Regional Broker Dealers • Working knowledge of Broker/Dealer product platforms • CFA, CFP, CIMA, or MBA (preferred)

🏖️ Benefits

• 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