Regional Investment Consultant - Upstate New York
Core
Foster sales and relationship building strategies, generate revenue, and manage global business partnerships for T. Rowe Price's investment solutions.
Role type
Senior Regional Investment Consultant (Sales & Client Management)
Builds
Investment solutions (equity, fixed income, multi-asset) for individuals, advisors, institutions, and retirement plan sponsors
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Sales strategy development, client relationship management, new business development, prospect identification and qualification, strategic advising, regulatory compliance, data analysis for sales performance, negotiation
Preferred skills
Broker/Dealer product platform knowledge, CFA/CFP/CIMA/MBA, relationships with Wires/Independents/Regional Broker Dealers
Technologies
Broker/Dealer product platforms
Responsibilities
Lead client partnerships ensuring satisfaction and risk mitigation; advise clients on product offerings to drive account growth; identify and qualify strategic high-profile prospects; develop and execute plans for capitalizing on opportunities; coordinate sales opportunities across business units; contribute to relationship management strategy and delegate tasks; retain direct management responsibility for key strategic clients; serve as chief negotiator for complex clients; develop new approaches and materials for the business unit.
