Associate Regional Investment Consultant

In partnership with sales leadership and territory partners, this role is responsible for the development of the sales and / or client relationship management strategy for the territory for complex advisors that are often regional in scale. It creates, monitors, and revises lead generation plans for the development of new revenue pipelines. It maintains extensive industry experience and proactively researches trends, competitor services / offerings, and clients\’ business environment. It oversees key client relationships with high visibility, ensuring satisfaction and a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. It serves as a consultant to the client on how T. Rowe Price products and services can satisfy client needs and generate account growth. It is responsible for ensuring compliance with sales policies and programs and for achieving substantial sales targets, working with territory partners and specialists to bring the full firm to the client.

Responsibilities

• Uses industry experience to sell the organization\’s products and / or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients\’ business to serve as advisor on products and services across the business unit and possibly multiple business units.
• Proven track record of creating and implementing a strong territory business plan, and success in driving sales within intermediary clients to high-producing advisors. Responsible for new business development to prospects. Identifies and qualifies prospects, develops a \”trusted advisor\” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
• Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization\’s products and services to senior client contacts. Develops and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off-territory plan. Prioritizes client travel and in-person / virtual meetings.
• Deep understanding of capital markets and the competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services / offerings throughout the business unit. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales / relationship performance. Leverages expertise to interpret and apply complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.
• Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients\’ needs. Applies considerable latitude in determining the optimal approach to meet the needs of T. Rowe Price and the client. Works collaboratively with other business segments to represent the full offer from T. Rowe Price that provides value for our clients.
• Conducts quarterly business reviews with manager and coordinates with team partners to show success in the full region.

Qualifications

• Bachelor\’s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience
• FINRA Series 7 and 66
• Professional designation preferred
• Strong consultative and presentation skills.

Benefits & Additional Information

• FINRA licenses are required and will be supported for this role.
• Work Flexibility: This role is eligible for full time remote work.
• Base Salary Ranges: 141,000.00 – 255,000.00 for certain locations; placement within the range depends on experience and skills.
• Base salary is one component of total compensation; eligible for discretionary bonus based on company and individual performance.
• Commitment to Diversity, Equity, and Inclusion; equal opportunity and fair and consistent treatment for all.
• Benefits include competitive compensation, annual bonus eligibility, a generous retirement plan, hybrid work schedule, health and wellness benefits, paid time off, family care resources, and more.