Regional Investment Consultant - Upstate New York

T. Rowe Price
Maryland
Workplace: RemoteFull timeUSD 144,000 - 261,000 annuallyFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Client relationship management","Sales strategy","Negotiation","Mentorship","Analytical problem-solving"]

Drive sales and client relationship strategies by advising broker-dealer and enterprise clients on investment solutions. Own new business development for high-profile prospects, qualify and influence adoption of recommended solutions, and lead client partnership activities including satisfaction, compliance, risk mitigation, and efficient issue resolution. Coordinate with global teams to deliver tailored presentations, develop RFP approaches, analyze complex data and KPIs, and serve as chief negotiator for key accounts while mentoring less-senior professionals.

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T. Rowe Price
T. Rowe Price
1 month ago

Regional Investment Consultant - Upstate New York

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Last checked: 9 days agoStatus: Live

Job Summary

Drive sales and client relationship strategies by advising broker-dealer and enterprise clients on investment solutions. Own new business development for high-profile prospects, qualify and influence adoption of recommended solutions, and lead client partnership activities including satisfaction, compliance, risk mitigation, and efficient issue resolution. Coordinate with global teams to deliver tailored presentations, develop RFP approaches, analyze complex data and KPIs, and serve as chief negotiator for key accounts while mentoring less-senior professionals.
Location: Maryland
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Foster sales and relationship-building strategies, accountable for sales/revenue and client partnership outcomes.
  • •Lead new business development for strategic, high-profile prospects, qualifying opportunities and influencing adoption of solutions.
  • •Own relationship management for key strategic clients, ensuring satisfaction, timely responses, transparency, and efficient problem resolution.
  • •Coordinate with global teams to deliver tailored presentations and develop new leads and pitches for large, complex clients.
  • •Serve as chief negotiator and sales consultant, guiding decision-making using analytical approaches and complex KPI analysis.

Pay and Benefits

Salary: USD 144,000 - 261,000 annually
Perks:Annual BonusRetirementHealth InsurancePaid LeaveParental Leave

Key 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 are required for this role.
  • •Strong relationships with Wires, Independents, and Regional Broker Dealers.
  • •Working knowledge of Broker/Dealer product platforms (CFA/CFP/CIMA or MBA preferred).
Experience:10+ yearsAsset managementFinancial servicesBroker-dealer
Education:Bachelor's
Skills:Client relationship managementSales strategyNegotiationMentorshipAnalytical problem-solving
Licenses:FINRA Series 7FINRA Series 66
Certifications:CFACFPCIMA

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