Regional Investment Consultant

Job not on LinkedIn

🕒 June 25

⛰️ Colorado, Maryland, +1 more states – Remote

⛰️ Colorado – Remote 🦀 Maryland – Remote ☕ Washington – Remote

💵 $144k - $261k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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T. Rowe Price

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world.

📋 Description

• In partnership with management, foster a sales and relationship building strategy for the firm • Be accountable for sales and revenue generation and/or client relationship management for business partnerships • Use industry knowledge and proactively research trends and client business environment • Lead client partnerships and ensure satisfaction, problem resolution, and risk mitigation • Mentor and guide less senior professionals in compliance and achieving team goals

🎯 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 licenses • 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