[Hiring] Associate Regional Investment Consultant @T. Rowe Price

Role Description

In partnership with sales leadership and territory partners, 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.

• Creates, monitors, and revises lead generation plans for the development of new revenue pipelines.
• Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment.
• Oversees key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
• Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.
• Responsible for ensuring compliance with sales policies and programs.
• Responsible for the achievement of substantial sales targets and works 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.
• 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.
• 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.
• Develop 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.
• 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.
• 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.
• Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.

Qualifications

• Required: 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.
• Preferred: Professional designation preferred.
• Strong consultative and presentation skills.

Requirements

• FINRA licenses are required and will be supported for this role.

Benefits

• Competitive compensation.
• Annual bonus eligibility.
• A generous retirement plan.
• Hybrid work schedule.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering days.
• Family care resources, including fertility and adoption benefits.