Regional Investment Consultant- RIA & Regional Banks- Southeast

Role Summary

Promote the distribution of TRPIS / TRPA investment management strategies across multiple vehicles (i.e., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to build TRP awareness and increase product share.

In partnership with management, responsible for the development of the sales and / or relationship management strategy for the organization.

Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an assigned geographical territory.

Maintains extensive industry experience and proactively researches trends, competitor services / offerings, and clients' business / market environment.

Ensures high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.

Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.

Responsible for compliance with T. Rowe Price sales policies and programs.

Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF).

Develops annual business plan for the territory and monitors progress.

Coaches and mentors Internal Sales staff.

Responsibilities

Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional banks in a defined region / territory.

Uses extensive industry experience to sell the organization's products and / or services to clients whose business has a significant 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. Responsible for new business development by identifying and qualifying prospects or by cross selling to existing accounts.

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. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for top tier clients.

Aligns T. Rowe Price (TRP) resources (senior management, investment professional access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction.

Develops a “trusted advisor” relationship as a client consultant and influences firms to adopt recommended and customized solutions to address their needs and generate account 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.

Analyzes and leverages industry data and market trends in partnership with business leaders to understand sales issues, gaps in products and services, and to keep up to date on sales / relationship best practices for improved performance.

Qualifications

Required :

College degree and 7 years of related work experience

FINRA Series 7, 66 licenses

Superior communication / presentation skills

Advanced investment and capital markets knowledge

Advanced relationship management / sales skills

Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally.

Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles.

Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities.

Consultative selling skills

Able to apply a systemic approach to problem solving and effectively use data and analytical tools.

Able to exert a high level of energy on activities that produce sales results.

Able to approach work in a clear goal-oriented way.

Able to work collaboratively and excel in a team-oriented environment.

Ability to act as ambassador for T. Rowe Price

Ability to travel extensively.

Preferred :

External sales or client management experience in financial services industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales)

Experience in the RIA and Regional Bank (Bank Trust) channels and understanding of advisory platforms.

Working knowledge of alternative products and platforms

Professional designations such as CFA, CFP, CIMA, or MBA

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.

141,000.00 - $255,000.00 for the location of : Maryland, Colorado, Washington and remote workers

141,000.00 - $255,000.00 for the location of : Washington, D.C.

141,000.00 - $255,000.00 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 :

04 / 30 / 2025

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

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

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Salary : $141,000 - $255,000