Regional Investment Consultant

🔥 2 minutes ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $144k - $261k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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T. Rowe Price

WebsiteLinkedInAll Job Openings

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

• 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

🎯 Requirements

• 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

🏖️ 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 • Full time remote work eligibility