Regional Investment Consultant – Missouri/Iowa
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Job Description
Regional Investment Consultant expanding Missouri/Iowa advisor relationships and investment sales for T. Rowe Price. Delivering investment solutions, territory strategy, and market expertise remotely.
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
- Deliver investment insights, business solutions, and market expertise as a trusted advisor
- 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
- Share best practices and contribute to sales strategies, tools, and client engagement approaches
- Ensure compliance with regulatory, risk management, and firm policies
Requirements:
- 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
- At least five years of experience wholesaling to financial advisors in the posted territory (preferred)
- Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA (preferred)
- Experience representing a broad range of investment products and portfolio solutions (preferred)
- Must be based in the geographical territory in which he/she resides and have an established network in the region
Benefits:
- 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
- Work-life balance resources
- Flexible full time remote work eligibility
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