Regional Investment Consultant – RIA, RRB

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Collaborate with management to develop and implement the business development, relationship management, and sales strategy for T. Rowe Price within the Registered Investment Advisor (RIA) and Regional Bank channels in a designated geographical territory.

• Facilitate the distribution of T. Rowe Price investment management strategies across various platforms (ETFs, SMAs, mutual funds, and private markets) via RIAs and regional banks (Bank Trust).

• Oversee sales, revenue generation, and relationship management for large, intricate accounts within the RIA and Regional Bank sectors.

• Act as a consultant for clients, offering customized recommendations on T. Rowe Price strategies, solutions, and capabilities to meet client requirements and promote account growth.

• Establish trusted advisor relationships and motivate firms to embrace tailored solutions.

• Maintain high client satisfaction through prompt responses, effective problem resolution, contract and operational compliance, and risk management.

• Work collaboratively with cross-segment teams and business units at T. Rowe Price to drive integrated client solutions, disseminate best practices, and support company-wide initiatives.

• Provide coaching and mentorship to Internal Sales Consultants to boost team performance and foster professional development.

⛳️ Requirements

• Bachelor’s degree with 10+ years of relevant experience.

• Possession of FINRA Series 7 and 66 licenses.

• Exceptional communication and presentation abilities.

• In-depth knowledge of investment and capital markets.

• Strong relationship management and sales capabilities.

• High emotional intelligence to build credibility and rapport with senior leaders both internally and in the industry.

• Advanced understanding of T. Rowe Price mutual funds, ETFs, and separately managed account offerings.

• Proven track record in establishing and executing a disciplined, repeatable process for identifying and closing new business opportunities through consultative selling techniques.

• Excellent analytical and problem-solving skills, leveraging data and analytical tools effectively.

• Energetic and goal-driven approach to sales endeavors.

• Team-oriented and collaborative work style.

• Capacity to serve as an ambassador for T. Rowe Price.

• Willingness to travel extensively.

🏝️ Benefits

• Competitive compensation.

• Annual bonus eligibility.

• A generous retirement plan.

• Hybrid work schedule.

• Health and wellness benefits, including access to online therapy.

• Paid time off for vacation, illness, medical appointments, and volunteering days.

• Family care resources, including fertility and adoption assistance.