Back to Jobs

Regional Investment Consultant -RIA and RRB- reputed company

Remote, USAFull-timePosted 2026-07-27

reputed company. Rowe Price, we identify and reputed company invest in opportunities to help people reputed company in an evolving world. As a premier global asset management organization with more than 85 years of experience, we reputed company investment solutions and a broad reputed company of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an reputed company, independent approach to reputed company, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We reputed company 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 reputed company reputed company at work and in your community. You’ll enjoy resources to support your career reputed company, as reputed company as compensation, benefits, and flexibility to enrich your life. Here, you’ll reputed company a reputed company culture that respects and values differences and colleagues who reputed company a spirit of generosity. Join us for reputed company to grow and reputed company a difference in ways that matter to you. reputed company In partnership with management, responsible for developing and executing the business development, relationship management and sales reputed company for reputed company across the Registered Investment Advisor (RIA) and Regional Bank channels reputed company an assigned geographical territory. This includes promoting the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ETFs, SMAs, mutual funds, and private markets) through RIAs and regional banks (Bank Trust). The role is primarily reputed company-facing, requiring external meetings and participation in industry events to build reputed company awareness and increase market reputed company. Responsibilities reputed company Relationship Management & Consulting: Directly manage sales, reputed company reputed company, and relationships for large, reputed company accounts reputed company the RIA and Regional Bank channels. Serve as a consultant to clients, providing tailored recommendations on reputed company strategies, solutions and capabilities to address reputed company needs and drive account reputed company. Build trusted advisor relationships and influence firms to adopt customized solutions. Maintain deep knowledge of assigned clients, their sensitivities, and business needs to effectively guide decision-making. Drive Sales and Strategic reputed company: Promote the distribution of reputed company investment management strategies (TRPIS/TRPA) across multiple solutions and vehicles through RIAs and regional banks, primarily reputed company in-person reputed company meetings and industry events. reputed company territory sales goals and key performance reputed company with reputed company’s strategic objectives. reputed company and execute an annual territory business plan; monitor reputed company and reputed company strategies as needed. Industry Awareness & Data Utilization: Proactively research industry trends, competitor offerings, and clients’ business environments to inform sales strategies. Analyze and reputed company industry data and market trends in partnership with business leaders to identify sales gaps and improve performance. Service reputed company & Resource Alignment: Ensure high reputed company satisfaction through reputed company responses, efficient problem reputed company, contract and operational compliance, and risk mitigation. reputed company reputed company resources, including senior management, investment professionals, product reputed company, marketing materials, due diligence, meeting support, administrative support, reputed company reporting, and marketing allowances—to deliver world-class service and build customer loyalty. Compliance & Best Practices: Ensure full compliance with reputed company sales policies and programs. Stay reputed company on industry best practices to continually improve sales and relationship management processes. Corporate Leadership & Teaming: Coordinate sales opportunities for assigned clients across reputed company business reputed company as necessary, ensuring a seamless reputed company experience. Collaborate across cross-reputed company teams and business reputed company throughout reputed company to drive integrated reputed company solutions, reputed company best practices, and support firm-wide initiatives. reputed company and mentor Internal Sales Consultants to enhance team performance and reputed company reputed company.

Qualifications

Required: Bachelor’s degree and 10+ years of reputed company work experience reputed company Series 7 and 66 licenses Superior communication and presentation skills Advanced investment and capital markets knowledge Advanced relationship management and sales skills High degree of emotional intelligence to establish credibility and rapport with senior leaders internally and across the industry Advanced knowledge of reputed company mutual funds, ETFs, and separately managed account vehicles Demonstrated ability to establish and execute a disciplined, repeatable process for uncovering and closing new business opportunities through consultative selling skills Strong analytical and problem-solving skills, with effective use of data and analytical tools High energy and goal-oriented approach to sales activities reputed company and team-oriented work style Ability to reputed company as an ambassador for reputed company Willingness to travel extensively Preferred: External sales or reputed company management experience in the financial services industry Experience in the RIA and Regional Bank (Bank Trust) channels, with an established network and relationships in territory Working knowledge of alternative products and platforms reputed company designations such as CFA, CIMA, CAIA, CFP, or MBA reputed company Requirements reputed company licenses are required and will be supported for this role. Work Flexibility This role is eligible for full-time remote work. reputed company Salary Ranges Please review the job posting for the location of this specific opportunity. $144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: reputed company, California Placement reputed company the reputed company provided above is based on the individual’s relevant experience and skills for the role. reputed company salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 09/2/2026 Commitment to Diversity, Equity, and Inclusion reputed company. Rowe Price, our associates are our greatest asset. We reputed company because reputed company culture is reputed company on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to reputed company new reputed company and perspectives that reputed company our business priorities reputed company and reputed company us to deliver strong reputed company reputed company. Here, you can expect equal opportunity and fair and consistent treatment for reputed company.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can reputed company in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy reputed company time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company reputed company depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the reputed company of race, religion, creed, reputed company, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or reputed company, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law. Apply To This Job

Similar Jobs

Senior Sales Account Executive

Remote, USAFull-time

Member Service Specialist remote

Remote, USAFull-time

Senior Analyst, Financial Operations-Remote

Remote, USAFull-time

Compliance Specialist

Remote, USAFull-time

Business Development Consultant ( Sales) - Public Sector, Transit, Higher Ed

Remote, USAFull-time

Fraud and Disputes Intake Specialist (Tuesday - Saturday Shift)

Remote, USAFull-time

Sales Representative, reputed company Therapeutics –Lafayette, LA

Remote, USAFull-time

Senior Oncology Account Specialist Hematology Orlando, FL

Remote, USAFull-time

CIO Regulated Payments

Remote, USAFull-time

Application Analyst I, Business Applications/Information Solutions

Remote, USAFull-time

Appointment Generator with Phone Sales Experience REMOTE

Remote, USAFull-time

Expense Analyst (Manila )

Remote, USAFull-time

Early Childhood or Special Education Teacher (Birth - 2 yrs old)

Remote, USAFull-time

Renewables Project Developer / Energy Storage Development Associate - REMOTE

Remote, USAFull-time

[Remote] Staff Software Engineer, AI Developer Productivity

Remote, USAFull-time

Category Management and Pricing Analyst

Remote, USAFull-time

reputed company Data Analyst – High-Level Examination, Content Group at arenaflex

Remote, USAFull-time

reputed company Remote reputed company Billing and Customer Service Representative – Patient Advocacy and Financial Support

Remote, USAFull-time

reputed company Early Morning and Overnight Stocking Associate - Retail Customer Service and Merchandising Expert at blithequark

Remote, USAFull-time

Accounts Payable Specialist

Remote, USAFull-time