Associate Regional Investment Consultant – IL & E. MO

🕒 il y a 1 mois

🦀 Maryland – Distant

infoinfo

💵 $144 000 - $261 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de T. Rowe Price, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de T. Rowe Price. Vérifiée il y a 7 heures.

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T. Rowe Price

5001 - 10000 employés

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

T. Rowe Price est une organisation mondiale de gestion d'actifs de premier plan, investissant activement dans des opportunités pour aider les gens à prospérer dans un monde en évolution.

Description

• Develop sales and/or client relationship management strategy for complex regional advisors in the territory • Create, monitor, and revise lead generation plans for new revenue pipelines • Research industry trends, competitor offerings, and clients' business environments • Oversee key client relationships, ensuring satisfaction, responsiveness, problem resolution, compliance, and risk mitigation • Consult with clients on T. Rowe Price products and services to generate account growth • Ensure compliance with sales policies and programs • Achieve substantial sales targets with territory partners and specialists • Sell products and services to intermediary clients and high-producing advisors • Develop territory business plans and drive new business development • Identify and qualify prospects, build trusted-advisor relationships, and influence adoption of solutions • Coordinate sales opportunities across T. Rowe Price business units • Develop messaging, tactics, and relationship-management strategies for target engagements • Retain direct management responsibility for key clients and travel frequently to clients in the territory • Analyze complex data, trends, plan changes, strategies, and key metrics to advise clients • Serve as a sales consultant and coordinate targeted delivery of products and services • Conduct quarterly business reviews with the manager and coordinate with team partners

🎯 Exigences

• Bachelor's degree or the equivalent combination of education and relevant experience • 10+ years of total relevant work experience • FINRA Series 7 and 66 • Professional designation preferred • Strong consultative and presentation skills • Deep understanding of capital markets and competitive landscape • Knowledge of best practices, new regulatory requirements, industry trends, and competitor services/offerings • FINRA licenses are required and will be supported for this role

🏖️ Avantages

• 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 • Full time remote work eligibility • FINRA licenses supported for this role

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