Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro)
T. Rowe Price · Remote · Baltimore, United States · 1d ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business.With a career at the firm, you can expect opportunities to create real impact at workand in your community. You’ll enjoy resources to support your career path, as well ascompensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and valuesdifferences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Regional Investment Consultant drives sales growth, expands advisor relationships, and increases market share within a designated territory. As a trusted partner to financial advisors and broker-dealer firms, you will deliver investment solutions that help clients meet their business and investment goals.
The Regional Investment Consultant must be based in the geographical territory in which he/she resides and has an established network in the region.
Responsibilities
- Develop and execute a territory business plan to drive sales, asset growth, and market share.
- Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
- Identify, prospect, and convert new business opportunities while expanding existing client relationships.
- Serve as a trusted advisor by delivering investment insights, business solutions, and market expertise.
- Partner across investment, product, marketing, and relationship management teams to deliver customized client solutions.
- Lead client presentations, business reviews, and sales discussions with advisors and firm leaders.
- Monitor industry trends, competitive developments, and regulatory changes to identify opportunities and provide strategic guidance.
- Share best practices and contribute to the ongoing development of sales strategies, tools, and client engagement approaches.
- Ensure compliance with all regulatory, risk management, and firm policies.
Qualifications
Required:
- Ten plus years of relevant work experience
- Active FINRA Series 7 and Series 66 licenses
- Strong consultative selling, presentation, and negotiation skills
- Established relationships with wirehouse, independent and regional broker-dealer advisors
- Proven track record of growing advisor relationships and achieving or exceeding sales goals
Preferred:
- At least five years of experience wholesaling to financial advisors in the posted territory
- Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA
- Experience representing a broad range of investment products and portfolio solutions
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers$144,000.00 - $261,000.00 for the location of: Washington, D.C.
$144,000.00 - $261,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
12/31/2026Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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