Associate Regional Investment Consultant – IL & E. MO

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Formulate sales and client relationship management strategies for intricate regional advisors within the territory.

• Design, oversee, and adjust lead generation plans aimed at establishing new revenue channels.

• Investigate industry trends, competitive offerings, and the business environments of clients.

• Manage essential client relationships, ensuring satisfaction, responsiveness, problem resolution, compliance, and risk management.

• Advise clients on T. Rowe Price products and services to foster account growth.

• Guarantee adherence to sales policies and initiatives.

• Meet significant sales objectives in collaboration with territory partners and specialists.

• Promote products and services to intermediary clients and high-performing advisors.

• Create territory-specific business plans and spearhead new business initiatives.

• Identify and assess prospects, cultivate trusted advisor relationships, and influence the adoption of solutions.

• Coordinate sales opportunities across various T. Rowe Price business units.

• Develop messaging, tactics, and relationship management strategies for targeted engagements.

• Maintain direct management responsibilities for key clients and travel frequently within the territory to meet clients.

• Analyze complex data, trends, strategy alterations, and key metrics to provide advisory services to clients.

• Act as a sales consultant and manage the targeted delivery of products and services.

• Conduct quarterly business reviews with management and collaborate with team partners.

⛳️ Requirements

• A bachelor's degree or an equivalent combination of education and relevant experience.

• Over 10 years of pertinent work experience.

• Possession of FINRA Series 7 and 66 licenses.

• Professional designation is preferred.

• Exceptional consultative and presentation skills.

• Extensive knowledge of capital markets and the competitive landscape.

• Awareness of best practices, emerging regulatory requirements, industry trends, and competitor services/offerings.

• FINRA licenses are essential and will be supported for this position.

🏝️ Benefits

• Competitive salary package.

• Eligibility for annual bonuses.

• Comprehensive retirement plan.

• Flexible hybrid work schedule.

• Health and wellness benefits, including online therapy options.

• Paid time off for vacations, illnesses, medical appointments, and volunteering days.

• Family care resources, including support for fertility and adoption.

• Eligibility for full-time remote work.

• Support for obtaining FINRA licenses for this role.