Regional Investment Consultant

Financial Planning and AnalysisFinancial Planning and AnalysisOtherRemoteLeadTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

California + 4 moreAll locations: California, Colorado, New York, Maryland, Washington

Posted

4 days ago

Salary

$144K - $261K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglishSwift

Job Description

• Responsible for the development of the sales and/or relationship management strategy for the organization. • Responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts that are often global 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 the most complex or large/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. • Develops new leads with large, complex clients and pitches new opportunities.

Job 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
  • Relationships with Wires, Independents, and Regional Broker Dealers
  • Working knowledge of Broker/Dealer product platforms
  • Based in the geographical territory with an established network.
  • CFA, CFP, CIMA, or MBA

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

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