Regional Investment Consultant

🕒 il y a 27 jours

🦀 Maryland – Distant

🦀 Maryland – Remote

💵 $144 000 - $261 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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T. Rowe Price

Site WebLinkedInTous les Emplois

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 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

🎯 Exigences

• 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 (preferred) • Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA (preferred) • Experience representing a broad range of investment products and portfolio solutions (preferred) • Must be based in the geographical territory in which he/she resides and have an established network in the region

🏖️ 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

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