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

Requisition Number: 81545

Position Title:

External Description:

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.

Responsibilities

• We sell our products and services to clients whose business has a significant impact on the financial performance the Broker Dealer teams' goals. You will apply your understanding of clients' business to serve as an advisor on multiple product offerings ranging across the enterprise. You will own new business development to strategic, high-profile prospects. She or he will 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. We provide an environment that will allow you to have an in-depth knowledge of assigned clients, their sensitivities, and their business needs to efficiently influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price as necessary.
• We are thoughtful in idea generation and driving development of effective messaging and tactics to optimally promote the organization to senior client contacts. She or he will make recommendation on how to approach the delivery of requests for proposal in their assigned territory. You will contribute to the overall relationship management strategy and delegate tasks to ensure successful client relationship performance. She or he will retain direct client management responsibility for key strategic, high profile clients.
• Coordinating with the global team, bringing together business units to deliver tailored presentations based on custom needs. She or he develops new leads with large, complex clients and pitches new opportunities.
• Being a guide for standard methodologies, new regulatory requirements, industry trends, and competitor services/offerings throughout the firm. Partnering with business leaders you will bring an understanding of primary sales issues and gaps in order to develop strategies to improve performance. Establishing a technical approach to analytical work within sales and relationship management and analyzing highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. She or he will tap into their expertise to interpret and apply highly complex key performance indicators in advising clients. Using significant influence, guiding client decision making on matters of high importance and significant financial risk.
• 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.

Qualifications

Required:

• 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

Preferred:

• Strong relationships with Wires, Independents, and Regional Broker Dealers
• Working knowledge of Broker/Dealer product platforms
• 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.

City:

State:

Community / Marketing Title: Regional Investment Consultant - Pacific Northwest (Portland) - US Intermediaries

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: 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 invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) 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.