Regional Investment Consultant – RIA, RRB

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🕒 vor 20 Tagen

🏄 California, Colorado, +3 weitere Bundesländer – Remote

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

💵 $144.000 - $261.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

💸 Finanzplanung und Analyse (FP&A)

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T. Rowe Price

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5001 - 10000 Mitarbeiter

T. Rowe Price ist eine führende globale Vermögensverwaltungsgesellschaft, die aktiv in Chancen investiert, um Menschen in einer sich verändernden Welt zum Erfolg zu verhelfen.

Beschreibung

• In partnership with management, responsible for developing and executing the business development, relationship management and sales strategy for T. Rowe Price across the Registered Investment Advisor (RIA) and Regional Bank channels within an assigned geographical territory. • Promote the distribution of T. Rowe Price investment management strategies across multiple vehicles (ETFs, SMAs, mutual funds, and private markets) through RIAs and regional banks (Bank Trust). • Directly manage sales, revenue generation, and relationships for large, complex accounts within the RIA and Regional Bank channels. • Serve as a consultant to clients, providing tailored recommendations on T. Rowe Price strategies, solutions and capabilities to address client needs and drive account growth. • Build trusted advisor relationships and influence firms to adopt customized solutions. • Ensure high client satisfaction through timely responses, efficient problem resolution, contract and operational compliance, and risk mitigation. • Collaborate across cross-segment teams and business units throughout T. Rowe Price to drive integrated client solutions, share best practices, and support firm-wide initiatives. • Coach and mentor Internal Sales Consultants to enhance team performance and professional growth.

🎯 Anforderungen

• Bachelor’s degree and 10+ years of related work experience • FINRA Series 7 and 66 licenses • Superior communication and presentation skills • Advanced investment and capital markets knowledge • Advanced relationship management and sales skills • High degree of emotional intelligence to establish credibility and rapport with senior leaders internally and across the industry • Advanced knowledge of T. Rowe Price mutual funds, ETFs, and separately managed account vehicles • Demonstrated ability to establish and execute a disciplined, repeatable process for uncovering and closing new business opportunities through consultative selling skills • Strong analytical and problem-solving skills, with effective use of data and analytical tools • High energy and goal-oriented approach to sales activities • Collaborative and team-oriented work style • Ability to act as an ambassador for T. Rowe Price • Willingness to travel extensively

🏖️ Vorteile

• 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