Regional Investment Consultant – Metro D.c.

T. Rowe Price UK

Maryland, US
Base: $144,000.00 - $261,000.00; bonus/equity: dis...
Hybrid
10+ years relevant work experience
Finra series 7 license required
Finra series 66 license required
T. Rowe Price is seeking a Regional Investment Consultant for the Metro D.C. area, responsible for developing sales and relationship management strategies for large, complex accounts. The ideal candidate will have extensive experience in investment consulting, client relationship management, and a strong network within the industry

Job Summary

  • The role involves developing sales strategies and managing large, highly complex global accounts to drive revenue growth.
  • Candidates must hold FINRA Series 7 and 66 licenses and possess over a decade of relevant industry experience.
  • The position offers a competitive base salary ranging from $144,000 to $261,000 with eligibility for discretionary bonuses.

Matching Summary

Match Score: 85

T. Rowe Price is seeking a Regional Investment Consultant for the Metro D.C. area, responsible for developing sales and relationship management strategies for large, complex accounts. The ideal candidate will have extensive experience in investment consulting, client relationship management, and a strong network within the industry.

Salary

Base: $144,000.00 - $261,000.00; Bonus/Equity: Discretionary bonus based on performance; Benefits: Generous retirement plan, health/wellness, paid time off

Skills & Requirements

Must-have

  • 10+ years relevant work experience
  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • Bachelor's degree or equivalent
  • Global account sales strategy

Nice-to-have

  • Established network in territory
  • CFA, CFP, CIMA, or MBA preferred
  • Knowledge of broker/dealer platforms
  • Trusted advisor client relationships
  • Collaborative culture with diversity

Key Requirements

  • 10+ years total relevant work experience
  • FINRA Series 7 and 66 licenses
  • Bachelor's degree or equivalent combination
  • Base location in Maryland, Colorado, Washington DC, NY, or CA

Work Rights

Not specified

Tailored Resume

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