Posted in

Associate Regional Investment Consultant

Associate Regional Investment Consultant

CompanyT. Rowe Price
LocationBaltimore, MD, USA
Salary$141000 – $255000
TypeFull-Time
DegreesBachelor’s
Experience LevelExpert or higher

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.