T. Rowe Price
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.
Regional Investment Consultant
Job not on LinkedIn
🕒 March 19
🏄 California, Colorado, +3 more states – Remote
💵 $144k - $261k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
T. Rowe Price
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
• Responsible for the development of the sales and/or relationship management strategy for the organization. • Responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts that are often global in scale. • Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. • Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. • Oversees the most complex or large/key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. • Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. • Develops new leads with large, complex clients and pitches new opportunities.
🎯 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 • Relationships with Wires, Independents, and Regional Broker Dealers • Working knowledge of Broker/Dealer product platforms • Based in the geographical territory with an established network. • CFA, CFP, CIMA, or MBA
🏖️ 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
Apply NowSimilar Jobs
🕒 March 19
Financial Reporting Manager overseeing financial reporting for Owens & Minor. Responsible for preparing financial statements, audits, and ensuring compliance with US GAAP.
🇺🇸 United States – Remote
💵 $115k - $145k / year
💰 Post-IPO Debt on 2022-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
🕒 March 19
Director of Strategic Finance collaborating with Product & Engineering to influence business decisions at AI-powered platform. Overseeing financial frameworks and driving growth opportunities.
🇺🇸 United States – Remote
💵 $189k - $277.5k / year
💰 Series A on 2021-11
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
🕒 March 19
Senior Retirement Advisor at The Baldwin Group delivering comprehensive planning and managing portfolios. Collaborating to protect assets and help achieve long-term financial outcomes for clients.
🇺🇸 United States – Remote
💵 $100k / year
💰 $170M Post IPO debt on 2023-10
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🕒 March 19
RSM US LLP
10,000+ employees
Investment Specialist responsible for evaluating investment portfolios and practices for regulatory oversight. Collaborating with regulators and companies to assess investment strategies and compliance.
🇺🇸 United States – Remote
💵 $134k - $269k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
🕒 March 19
CFO overseeing financial operations and strategies for nonprofit organization. Managing compliance, reporting, and leading finance team to support organizational goals.
