Regional Investment Consultant - Pacific Northwest (Portland) - US Intermediaries

T. Rowe Price • Baltimore, MD

1d • Remote

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. Role Summary: In partnership with management, the Regional Investment Consultant will foster a sales and relationship building strategy for the firm. She or he will be accountable for sales and revenue generation and/or client relationship management for business partnerships that are often global. You will use your industry knowledge and proactively research trends, competitor services and offerings, and our client's business environment. She or he will lead all aspects of client partnerships, ensuring satisfaction, a swift response to client needs, a high level of transparency, efficient problem resolution, contract and operational compliance, and risk mitigation. You will be an advisor to clients on how we can satisfy their needs as well as generate account growth. You will offer mentorship and guidance to less senior professionals' in the areas of compliance with sales policies and programs as well as achieving team goals.

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 licenses

Nice To Haves

• Strong relationships with Wires, Independents, and Regional Broker Dealers
• Working knowledge of Broker/Dealer product platforms
• CFA, CFP, CIMA, or MBA

Responsibilities

• Sell products and services to clients whose business has a significant impact on the financial performance of Broker Dealer teams' goals.
• Apply understanding of clients' business to serve as an advisor on multiple product offerings across the enterprise.
• Own new business development to strategic, high-profile prospects.
• Identify and qualify prospects, develop a “trusted advisor” relationship, and influence them to adopt recommended and outstanding solutions.
• Assess and evaluate strategic prospects, then develop and execute a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth.
• Provide an environment that will allow for in-depth knowledge of assigned clients, their sensitivities, and their business needs to efficiently influence their decision-making.
• Coordinate sales opportunities for assigned clients across T. Rowe Price as necessary.
• Generate ideas and drive development of effective messaging and tactics to optimally promote the organization to senior client contacts.
• Make recommendations on how to approach the delivery of requests for proposal in their assigned territory.
• Contribute to the overall relationship management strategy and delegate tasks to ensure successful client relationship performance.
• Retain direct client management responsibility for key strategic, high profile clients.
• Coordinate with the global team, bringing together business units to deliver tailored presentations based on custom needs.
• Develop new leads with large, complex clients and pitch new opportunities.
• Serve as a guide for standard methodologies, new regulatory requirements, industry trends, and competitor services/offerings throughout the firm.
• Partner with business leaders to bring an understanding of primary sales issues and gaps in order to develop strategies to improve performance.
• Establish a technical approach to analytical work within sales and relationship management and analyze highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
• Tap into expertise to interpret and apply highly complex key performance indicators in advising clients.
• Use significant influence, guiding client decision making on matters of high importance and significant financial risk.
• Serve as chief negotiator and sales consultant to the most complex and key clients within their territory.
• Develop new approaches and materials to facilitate improved activity to be rolled out across the business unit and potentially the enterprise.

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

What This Job Offers

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