T. Rowe Price
Regional Investment Consultant - Upstate New York
Owings Mills, MD · Full-time
Sponsorship not specified$144k-$261kDetected 4 hours ago
SwiftBusiness DevelopmentResearchMentoringPublic SpeakingCFA
About the role
- Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.
- 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.
Responsibilities
- You will own new business development to strategic, high-profile prospects.
- You identify and qualify prospects, develop a "trusted advisor" relationship, and influence them to adopt recommended and outstanding solutions.
- We assess and evaluate strategic prospects, then develop and execute a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth.
- Partnering with business leaders you will bring an understanding of primary sales issues and gaps in order to develop strategies to improve performance.
- Serving as chief negotiator and sales consultant to the most complex and key clients within their territory. Developing new approaches and materials to facilitate improved activity to be rolled out across the business unit and potentially the enterprise.
- You develop new leads with large, complex clients and pitches new opportunities.
- Developing new approaches and materials to facilitate improved activity to be rolled out across the business unit and potentially the enterprise.
- 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.
Requirements
- 10+ years of total relevant work experience
- Working knowledge of Broker/Dealer product platforms
- FINRA licenses are required and will be supported for this role.
- Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- This role requires FINRA series 7 and 66 licenses
- Preferred:
- Strong relationships with Wires, Independents, and Regional Broker Dealers
- CFA, CFP, CIMA, or MBA
- FINRA Requirements
- Work Flexibility
- This role is eligible for full time remote work.
- Base Salary Ranges
Compensation
- $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
- Base salary is only one component of our total compensation package.
Benefits
- 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:
- 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
- Learn more about our benefits.
Company info
- We are thoughtful in idea generation and driving development of effective messaging and tactics to optimally promote the organization to senior client contacts.
- Coordinating with the global team, bringing together business units to deliver tailored presentations based on custom needs. You develop new leads with large, complex clients and pitches new opportunities.
- Coordinating with the global team, bringing together business units to deliver tailored presentations based on custom needs.
Equal opportunity
- Here, you can expect equal opportunity and fair and consistent treatment for all.
- equal opportunity employer and values diversity of thought, gender, and race.
Visa & Work Authorization
- in, 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
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