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Regional Investment Consultant
T. Rowe Price. Develop and execute a territory business plan to drive sales, asset growth, and market share .
Posted 10/2/2026full-timeRemote • Maryland • United StatesSeniorLead💰 $144,000 - $261,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and relationship management, with a proven ability to drive sales growth and deliver customized client solutions. Possesses strong knowledge of investment products and regulatory compliance, supported by relevant licenses and professional designations.
Highest-signal resume keywords
FINRA Series 7 LicenseFINRA Series 66 LicenseConsultative SellingClient Relationship ManagementInvestment Product Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentBusiness Plan ExecutionMarket AnalysisNegotiation SkillsPresentation Skills
Soft Skills
Relationship BuildingStrategic GuidanceCollaboration
Certifications & Qualifications
CFACFP®CIMA®MBA
Industry Keywords
Financial AdvisorsBroker-DealersInvestment SolutionsRegulatory ComplianceMarket Trends
About the role
Key responsibilities & impact- 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
- Serve as a trusted advisor by delivering investment insights, business solutions, and market expertise
- 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 to identify opportunities and provide strategic guidance
- Share best practices and contribute to the ongoing development of sales strategies, tools, and client engagement approaches
- Ensure compliance with all regulatory, risk management, and firm policies
Requirements
What you’ll need- 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
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