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

External
troweprice logoTroweprice · Baltimore, MD
ContractRemote2w ago
ComplianceLess
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Responsibilities

  • 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.
  • 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.

Requirements

  • 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,

Benefits

Equity / stock options

Additional Information

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row 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.


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