Regional Investment Consultant - Upstate
Listed on 2026-10-14
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Sales
Business Development, Client Relationship Management
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.Â
We believe doing the right thing for our clients and our associates is good business.
With a career at the firm, you can expect opportunities to create real impact at workand in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.ÂÂ
Join us for the opportunity to grow and make a difference in ways that matter to you.Â
Role Summary
In partnership with management, you will foster a sales and relationship building strategy for the firm. You will be accountable for sales and revenue generation and/or client relationship management for business partnerships that are often global. You will use your industry knowledge and proactively research trends, competitor services and offerings, and our client's business environment. You lead all aspects of client partnerships, ensuring satisfaction, a swift response to client needs, a high level of transparency, efficient problem resolution, contract and operational compliance, and risk mitigation.
You will be an advisor to clients on how we can satisfy their needs as well as generate account growth. You will offer mentorship and guidance to less senior professionals' in the areas of compliance with sales policies and programs as well as achieving team goals.
Responsibilities
We sell our products and services to clients whose business has a significant impact on the financial performance the Broker Dealer teams' goals. You will apply your understanding of clients' business to serve as an advisor on multiple product offerings ranging across the enterprise. You will own new business development to strategic, high-profile prospects. You identify and qualify prospects, develop a “trusted advisor†relationship, and influence them to adopt recommended and outstanding solutions.
We assess and evaluate strategic prospects, then develop and execute a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. We provide an environment that will allow you to have an in-depth knowledge of assigned clients, their sensitivities, and their business needs to efficiently influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price as necessary.
We are thoughtful in idea generation and driving development of effective messaging and tactics to optimally promote the organization to senior client contacts. You make recommendation on how to approach the delivery of requests for proposal in their assigned territory. You will contribute to the overall relationship management strategy and delegate tasks to ensure successful client relationship performance. You retain direct client management responsibility for key strategic, high profile clients.
Coordinating with the global team, bringing together business units to deliver tailored presentations based on custom needs. You develop new leads with large, complex clients and pitches new opportunities.
Being a guide for standard methodologies, new regulatory requirements, industry trends, and competitor services/offerings…
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