Associate Regional Investment Consultant – IL & E. MO
Core
Develop sales and client relationship management strategy for complex regional advisors, generate new revenue pipelines, and serve as a consultant on investment products to drive account growth.
Role type
Senior IC investment consultant (sales & relationship management)
Builds
Investment products and services for complex regional advisors
Domain
Asset Management / Financial Services
Required skills
sales strategy development, lead generation, client relationship management, capital markets expertise, regulatory compliance, prospect identification, business plan execution, data analysis, strategic advising, contract compliance
Preferred skills
professional designations, consultative presentation skills
Technologies
CRM systems, financial data platforms
Responsibilities
Create and monitor lead generation plans for new revenue pipelines; oversee key client relationships ensuring satisfaction and risk mitigation; serve as a consultant on T. Rowe Price products to satisfy client needs and generate growth; ensure compliance with sales policies and programs; achieve substantial sales targets; conduct quarterly business reviews with managers; travel to clients in territory frequently.
Seniority
Senior, hands-on IC