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Regional Investment Consultant -RIA and RRB- Pennsylvania

T. Rowe Price

Baltimore, MD

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JOB DETAILS
SALARY
$144,000–$261,000 Per Year
SKILLS
Administrative Skills, Analysis Skills, Asset Management, Best Practices, Business Administration, Business Development, Business Plan, Capital Markets, Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Coaching, Compensation and Benefits, Consultative Sales, Consulting, Consumer Market Share, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Data Analysis, Diversity, Due Diligence, Field Sales, Financial Services, Fixed Income Investments, Industry/Trade Analysis, Inside Sales, Investment Capital, Investment Management, Investment Strategy, Leadership, Legal, Loyalty Programs, Maintain Compliance, Management Consulting, Management Strategy, Market Trend Analysis, Marketing, Meet Sales Quota, Mentoring, Military, Mutual Funds, Performance Management, Presentation/Verbal Skills, Private Funding, Problem Solving Skills, Product Marketing, Product Pricing, Project Tracking, Regional Sales, Registered Investment Advisor (RIA), Relationship Management, Resolve Customer Issues, Retirement Plan, Revenue Growth, Rich Internet Application (RIA), Risk Management, Sales, Sales Closing Skills, Sales Management, Sales Strategy, Series 7, Strategic Analysis, Team Player, Time Management, Willing to Travel, Work From Home
LOCATION
Baltimore, MD
POSTED
10 days ago
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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary In partnership with management, responsible for developing and executing the business development, relationship management and sales strategy for T. Rowe Price across the Registered Investment Advisor (RIA) and Regional Bank channels within an assigned geographical territory. This includes promoting the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ETFs, SMAs, mutual funds, and private markets) through RIAs and regional banks (Bank Trust). The role is primarily client-facing, requiring external meetings and participation in industry events to build T. Rowe Price awareness and increase market share. Responsibilities Client Relationship Management & Consulting: Directly manage sales, revenue generation, and relationships for large, complex accounts within the RIA and Regional Bank channels. Serve as a consultant to clients, providing tailored recommendations on T. Rowe Price strategies, solutions and capabilities to address client needs and drive account growth. Build trusted advisor relationships and influence firms to adopt customized solutions. Maintain deep knowledge of assigned clients, their sensitivities, and business needs to effectively guide decision-making. Drive Sales and Strategic Growth: Promote the distribution of T. Rowe Price investment management strategies (TRPIS/TRPA) across multiple solutions and vehicles through RIAs and regional banks, primarily via in-person client meetings and industry events. Achieve territory sales goals and key performance aligned with T. Rowe Price’s strategic objectives. Develop and execute an annual territory business plan; monitor progress and adjust strategies as needed. Industry Awareness & Data Utilization: Proactively research industry trends, competitor offerings, and clients’ business environments to inform sales strategies. Analyze and leverage industry data and market trends in partnership with business leaders to identify sales gaps and improve performance. Service Excellence & Resource Alignment: Ensure high client satisfaction through timely responses, efficient problem resolution, contract and operational compliance, and risk mitigation. Align T. Rowe Price resources, including senior management, investment professionals, product capacity, marketing materials, due diligence, meeting support, administrative support, client reporting, and marketing allowances—to deliver world-class service and build customer loyalty. Compliance & Best Practices: Ensure full compliance with T. Rowe Price sales policies and programs. Stay current on industry best practices to continually improve sales and relationship management processes. Corporate Leadership & Teaming: Coordinate sales opportunities for assigned clients across T. Rowe Price business units as necessary, ensuring a seamless client experience. Collaborate across cross-segment teams and business units throughout T. Rowe Price to drive integrated client solutions, share best practices, and support firm-wide initiatives. Coach and mentor Internal Sales Consultants to enhance team performance and professional growth. Qualifications Required: Bachelor’s degree and 10+ years of related work experience FINRA Series 7 and 66 licenses Superior communication and presentation skills Advanced investment and capital markets knowledge Advanced relationship management and sales skills High degree of emotional intelligence to establish credibility and rapport with senior leaders internally and across the industry Advanced knowledge of T. Rowe Price mutual funds, ETFs, and separately managed account vehicles Demonstrated ability to establish and execute a disciplined, repeatable process for uncovering and closing new business opportunities through consultative selling skills Strong analytical and problem-solving skills, with effective use of data and analytical tools High energy and goal-oriented approach to sales activities Collaborative and team-oriented work style Ability to act as an ambassador for T. Rowe Price Willingness to travel extensively Preferred: External sales or client management experience in the financial services industry Experience in the RIA and Regional Bank (Bank Trust) channels, with an established network and relationships in territory Working knowledge of alternative products and platforms Professional designations such as CFA, CIMA, CAIA, CFP, 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. $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 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: 09/2/2026 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 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 Learn more about our 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. T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. Not ready to apply? Join our Talent Community!

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T. Rowe Price