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Associate Regional Investment Consultant
Company | T. Rowe Price |
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Location | Baltimore, MD, USA |
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Salary | $141000 – $255000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Expert or higher |
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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
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.
- Proven track record of creating and implementing a strong territory business plan, and successful track record of 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.
- 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.
- Deep understanding of capital markets and competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit.
- Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients’ needs.
- Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.
Preferred Qualifications
- Professional designation preferred
- Strong consultative and presentation skills.