Regional Investment Consultant -RIA and RRB- Pennsylvania

T. Rowe Price
Baltimore
Workplace: RemoteFull timeUSD 144,000 - 261,000 annuallyFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Relationship management","Problem-solving","Consultative selling"]

Develop and execute business development, relationship management, and sales strategy for T. Rowe Price across the RIA and Regional Bank channels within an assigned territory. Serve as a client-facing consultant to promote TRPIS/TRPA strategies across multiple vehicles, manage complex accounts, drive territory goals, and deliver world-class service while ensuring compliance and staying current on industry trends.

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T. Rowe Price
T. Rowe Price
1 month ago

Regional Investment Consultant -RIA and RRB- Pennsylvania

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 days agoStatus: Live

Job Summary

Develop and execute business development, relationship management, and sales strategy for T. Rowe Price across the RIA and Regional Bank channels within an assigned territory. Serve as a client-facing consultant to promote TRPIS/TRPA strategies across multiple vehicles, manage complex accounts, drive territory goals, and deliver world-class service while ensuring compliance and staying current on industry trends.
Location: Baltimore
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and execute business development, relationship management, and sales strategy across RIA and Regional Bank channels in a defined territory.
  • •Manage sales, revenue generation, and relationships for large, complex accounts, serving as a consultant with tailored recommendations.
  • •Promote TRPIS/TRPA strategies across multiple vehicles through RIAs and regional banks, primarily via in-person meetings and industry events.
  • •Develop and execute an annual territory business plan, monitor performance, and adjust strategies based on research and market trends.
  • •Ensure client satisfaction through timely responses, compliance with sales policies, risk mitigation, and alignment of internal resources to deliver service.
Travel: Extensive travel

Pay and Benefits

Salary: USD 144,000 - 261,000 annually
Perks:Annual BonusRetirementHybrid WorkHealth InsurancePaid Leave

Key Requirements

  • •Bachelor’s degree and 10+ years of related work experience.
  • •FINRA Series 7 and 66 licenses.
  • •Superior communication and presentation skills.
  • •Advanced investment and capital markets knowledge.
  • •Advanced relationship management and sales skills.
Experience:10+ years
Education:Bachelor's
Skills:CommunicationPresentationRelationship managementProblem-solvingConsultative selling
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