Associate Regional Investment Consultant – Atlantic Coast

🕒 July 14

🏄 California, Colorado, +3 more states – Remote

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💵 $144k - $261k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 2%

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Logo of T. Rowe Price

T. Rowe Price

5001 - 10000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world. Headquartered in Baltimore, Maryland, the firm provides a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients worldwide, including individuals, advisors, institutions, and retirement plan sponsors. With over 85 years of experience, T. Rowe Price employs an active, independent investing approach supported by rigorous research, aiming to deliver consistent performance in varying market conditions. Their focus is on building deep partnerships with clients to match their goals with the firm's investment expertise.

📋 Description

• Responsible for the development of the sales and/or client relationship management strategy • Creates, monitors, and revises lead generation plans for new revenue pipelines • Oversees key client relationships ensuring satisfaction and efficient problem resolution • Serves as consultant on how T. Rowe Price products can satisfy client needs • Responsible for the achievement of substantial sales targets and works with territory partners • Maintains in-depth knowledge of assigned clients, their sensitivities, and business needs • Conducts quarterly business reviews with manager and partners

🎯 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 • Strong consultative and presentation skills

🏖️ 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

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