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Regional Investment Consultant
Location
California + 4 moreAll locations: California | Colorado | New York | Maryland | Washington
Posted
124 days ago
Salary
$144K - $261K / year
Seniority
Lead
Job Description
Regional Investment Consultant
T. Rowe Price
• 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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