Associate Regional Investment Consultant – IL & E. MO

T. Rowe Price • Baltimore, MD

7d • Remote

About The Position

In partnership with sales leadership and territory partners, this role is responsible for developing the sales and/or client relationship management strategy for the territory, focusing on complex advisors that are often regional in scale. The position involves creating, monitoring, and revising lead generation plans to develop new revenue pipelines. The Associate Regional Investment Consultant maintains extensive industry experience, proactively researches trends, competitor services/offerings, and clients' business environments. This role oversees key client relationships with high visibility, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. The consultant advises clients on how T. Rowe Price products and services can satisfy their needs and generate account growth, while also ensuring compliance with sales policies and programs. The role is responsible for achieving substantial sales targets and collaborating with territory partners and specialists to present the full firm to clients.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience
• FINRA series 7 and 66

Nice To Haves

• Professional designation preferred
• Strong consultative and presentation skills

Responsibilities

• Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals.
• Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units.
• Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors.
• Responsible for new business development to prospects.
• Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs.
• Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth.
• Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
• Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
• Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts.
• Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance.
• Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off territory plan.
• Prioritizes client travel and in person/virtual meetings.
• Deep understanding of capital markets and competitive landscape.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit.
• Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
• Leverages expertise to interpret and apply complex key metrics in advising clients.
• Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.
• Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients' needs.
• Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.
• Works collaboratively with other business segments to represent the full offer from T. Rowe that provides value for our clients.
• Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level