Associate Regional Investment Consultant- VA, NC, & SC

T. Rowe Price
Baltimore
Workplace: RemoteFull timeUSD 144,000 - 261,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Consultative","Presentation","Client relationship management","Compliance","Problem resolution"]

Develop and execute sales and client relationship strategies for complex, regional advisors across a defined territory. Create and manage lead generation plans to build new revenue pipelines, maintain high-visibility client relationships, and serve as a consultant on T. Rowe Price products to drive account growth. Use deep capital markets knowledge and research on trends and competition to guide client decision-making, ensure compliance, and achieve substantial sales targets.

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T. Rowe Price
T. Rowe Price
1 month ago

Associate Regional Investment Consultant- VA, NC, & SC

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Last checked: 4 days agoStatus: Live

Job Summary

Develop and execute sales and client relationship strategies for complex, regional advisors across a defined territory. Create and manage lead generation plans to build new revenue pipelines, maintain high-visibility client relationships, and serve as a consultant on T. Rowe Price products to drive account growth. Use deep capital markets knowledge and research on trends and competition to guide client decision-making, ensure compliance, and achieve substantial sales targets.
Location: Baltimore
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Partner with sales leadership and territory partners to develop sales and/or client relationship management strategy for the territory.
  • •Create, monitor, and revise lead generation plans to develop new revenue pipelines.
  • •Oversee key client relationships, ensuring satisfaction, responsive issue resolution, contract/operational compliance, and risk mitigation.
  • •Sell T. Rowe Price products and services using deep knowledge of clients’ businesses, capital markets, and competitive landscape.
  • •Lead idea generation and develop messaging/tactics and relationship management strategies to drive sales, including direct client management and quarterly business reviews.
Travel: High travel

Pay and Benefits

Salary: USD 144,000 - 261,000 annually
Perks:Annual BonusHealth InsurancePaid LeavePensionHybrid Work

Key Requirements

  • •Bachelor’s degree (or equivalent combination of education and relevant experience).
  • •10+ years of total relevant work experience.
  • •FINRA Series 7 and 66 licenses.
  • •Professional designation preferred.
  • •Strong consultative and presentation skills.
Experience:Asset managementFinancial servicesCapital marketsRetirement plans
Education:Bachelor's
Skills:ConsultativePresentationClient relationship managementComplianceProblem resolution
Licenses:FINRA Series 7FINRA Series 66

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn