Role Summary

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.

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.

Qualifications

Required:

• 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

Preferred:

• 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

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.

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:

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. 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. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.