Regional Investment Consultant – Pacific Northwest, US Intermediaries

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🏄 California, Colorado, +4 états de plus – Distant

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

💵 $144 000 - $261 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

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T. Rowe Price

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5001 - 10000 employés

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

• Foster a sales and relationship building strategy for the firm • Accountable for sales and revenue generation and/or client relationship management • Use industry knowledge and proactively research trends, competitor services, and client needs • Lead all aspects of client partnerships, ensuring satisfaction and problem resolution • Serve as an advisor to clients and generate account growth • Mentor and guide less senior professionals in compliance with sales policies • Coordinate sales opportunities for assigned clients

🎯 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 licenses • Strong relationships with Wires, Independents, and Regional Broker Dealers • Working knowledge of Broker/Dealer product platforms • CFA, CFP, CIMA, or MBA

🏖️ 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