Regional Investment Consultant - RIA and Regional Banks

March 10

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🦀 Maryland – Remote

Although this job is listed in Maryland, this company may be open to hiring remote in other states.

💵 $141k - $255k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis

Apply Now

Receive Emails with Similar Jobs

T. Rowe Price

WebsiteLinkedInAll Job Openings

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

Asset Management • Mutual Funds • Subadvisory Services • Retirement Plans • Separate Accounts

5001 - 10000 employees

📋 Description

• Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles through registered investment advisors and regional banks. • Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels. • Maintain extensive industry experience and proactively research trends, competitor services/offerings, and clients' business/market environment. • Ensure high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. • Serve as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. • Responsible for compliance with T. Rowe Price sales policies and programs. • Responsible for the achievement of territory sales goals and key performance indicators based on Sales and Service Performance Framework.

🎯 Requirements

• College degree and 7+ years of related work experience • FINRA Series 7, 66 licenses • Superior communication/presentation skills • Advanced investment and capital markets knowledge • Advanced relationship management/sales skills • Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally. • Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. • Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities. • Consultative selling skills • Able to apply a systemic approach to problem solving and effectively use data and analytical tools. • Able to exert a high level of energy on activities that produce sales results. • Able to approach work in a clear goal-oriented way. • Able to work collaboratively and excel in a team-oriented environment. • Ability to act as ambassador for T. Rowe Price • Ability to travel extensively.

🏖️ 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