Associate Regional Investment Consultant- OH, Eastern MI, and Eastern KY
Core
Develop sales and client relationship management strategy for complex regional advisors, driving new revenue pipelines and serving as a consultant on investment products to generate account growth.
Role type
Associate Regional Investment Consultant (Sales/Relationship Management)
Builds
New revenue pipelines and sustained account growth for complex intermediary clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
territory business planning, lead generation, client relationship management, sales strategy execution, prospect identification and qualification, capital markets knowledge, regulatory compliance, data analysis for sales performance
Preferred skills
professional designations, consultative presentation skills
Technologies
CRM systems, financial data platforms
Responsibilities
Create and monitor lead generation plans; oversee key client relationships ensuring satisfaction and compliance; serve as a consultant on T. Rowe Price products to drive account growth; develop and execute territory business plans; conduct quarterly business reviews with managers; analyze complex data and industry trends to advise clients
Seniority
Mid-Senior, hands-on IC