Associate Regional Investment Consultant- OH, Eastern MI, and Eastern KY

Role Summary

In partnership with sales leadership and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees key client relationships with high visibility, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.

Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. Responsible for ensuring compliance with sales policies and programs. Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client.

• Use industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals.
• Apply a unique understanding of clients’ business to serve as advisor on products and services across the business unit and possibly multiple business units.
• Drive new business development—identify and qualify prospects, develop a “trusted advisor” relationship, influence adoption of recommended solutions.
• Develop and execute a territory business plan, coordinate sales opportunities across T. Rowe Price business units, and lead idea generation to promote products and services.
• Maintain in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence decision‑making.
• Retain direct client management responsibility for key clients and travel to clients in territory frequently based on off‑territory plan.
• Serve as a sales consultant and provide targeted delivery of products and services that meet client needs.
• Collaborate with other business segments to represent the full offer from T. Rowe Price.
• Conduct quarterly business reviews and coordinate with team partners to demonstrate success in the full region.

• Bachelor’s degree or equivalent combination of education and relevant experience AND 10+ years of total relevant work experience.
• FINRA series 7 and 66 required; licenses will be supported for this role.
• Strong consultative and presentation skills.
• Professional designation preferred.
• FINRA requirements and licenses required.

• Competitive compensation, annual bonus eligibility, 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, fertility and adoption benefits.

T. Rowe Price is an equal opportunity employer and values diversity. We provide fair and consistent treatment for all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.