Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro)
About The Position
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 work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences 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. 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.
Requirements
- 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
Nice To Haves
- 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
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.
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
