Regional Investment Consultant

Job not on LinkedIn

🕒 July 22

🦀 Maryland – Remote

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💵 $144k - $261k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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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

• Foster a sales and relationship building strategy for the firm • Accountable for sales and revenue generation and/or client relationship management • Use industry knowledge to research trends and competitor services • Lead all aspects of client partnerships ensuring satisfaction and compliance • Offer mentorship and guidance to less senior professionals

🎯 Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience • 10+ years of total relevant work experience • Strong relationships with Wires, Independents, and Regional Broker Dealers • Working knowledge of Broker/Dealer product platforms • CFA, CFP, CIMA, or MBA

🏖️ 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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