Associate Regional Investment Consultant – IL & E. MO

T. Rowe Price

. Develop sales and/or client relationship management strategy for complex regional advisors in the territory .

Posted 9/16/2026full-timeRemote • Maryland • United StatesSeniorLead💰 $144,000 - $261,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing sales strategies, managing client relationships, and achieving substantial sales targets while ensuring compliance with industry regulations. Possesses strong consultative and presentation skills, with a deep understanding of capital markets and industry trends.

Highest-signal resume keywords

Sales Strategy DevelopmentClient Relationship ManagementFINRA Series 7FINRA Series 66Capital Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationData AnalysisBusiness DevelopmentSales Target AchievementProblem Resolution

Soft Skills

Consultative SkillsPresentation SkillsRelationship Building

Certifications & Qualifications

Bachelor's DegreeProfessional Designation

Industry Keywords

ComplianceRisk MitigationIndustry TrendsCompetitor AnalysisSales Policies

About the role

Key responsibilities & impact

Develop sales and/or client relationship management strategy for complex regional advisors in the territory
Create, monitor, and revise lead generation plans for new revenue pipelines
Research industry trends, competitor offerings, and clients' business environments
Oversee key client relationships, ensuring satisfaction, responsiveness, problem resolution, compliance, and risk mitigation
Consult with clients on T. Rowe Price products and services to generate account growth
Ensure compliance with sales policies and programs
Achieve substantial sales targets with territory partners and specialists
Sell products and services to intermediary clients and high-producing advisors
Develop territory business plans and drive new business development
Identify and qualify prospects, build trusted-advisor relationships, and influence adoption of solutions
Coordinate sales opportunities across T. Rowe Price business units
Develop messaging, tactics, and relationship-management strategies for target engagements
Retain direct management responsibility for key clients and travel frequently to clients in the territory
Analyze complex data, trends, plan changes, strategies, and key metrics to advise clients
Serve as a sales consultant and coordinate targeted delivery of products and services
Conduct quarterly business reviews with the manager and coordinate with team partners

Requirements

What you’ll need

Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of total relevant work experience
FINRA Series 7 and 66
Professional designation preferred
Strong consultative and presentation skills
Deep understanding of capital markets and competitive landscape
Knowledge of best practices, new regulatory requirements, industry trends, and competitor services/offerings
FINRA licenses are required and will be supported for this role

Benefits

Comp & perks

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
Full time remote work eligibility
FINRA licenses supported for this role