Regional Investment Consultant

Job not on LinkedIn

🕒 July 14

🏄 California, Colorado, +3 more states – Remote

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

• Foster a sales and relationship building strategy for the firm • Accountable for sales and revenue generation and/or client relationship management • Lead all aspects of client partnerships, ensuring satisfaction • Advise clients on how we can satisfy their needs and generate account growth • Coordinate sales opportunities for assigned clients across T. Rowe Price as necessary • Develop new leads with large, complex clients and pitches new opportunities • Guide client decision making on matters of high importance and significant financial risk

🎯 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 (preferred)

🏖️ 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