Regional Investment Consultant -RIA and RRB- Pennsylvania

About the role

This role will lead operational priorities focused on execution quality, efficiency, safety, and measurable performance outcomes. You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency. The position offers the opportunity to influence operational scale, customer outcomes, and organizational performance within a regulated financial services environment.

Responsibilities

• Manage sales and revenue generation for large, complex accounts
• Serve as a consultant providing tailored recommendations to clients
• Build trusted advisor relationships to influence solution adoption
• Promote T. Rowe Price strategies via in-person meetings and events
• Achieve territory sales goals aligned with strategic objectives
• Conduct research on industry trends to inform sales strategies
• Ensure high client satisfaction through efficient problem resolution

Qualifications

• Bachelor's degree and 10+ years of related work experience
• FINRA Series 7 and 66 licenses
• Superior communication and presentation skills
• Advanced investment and capital markets knowledge
• Advanced relationship management and sales skills
• Strong analytical and problem-solving skills, with effective use of data
• Collaborative and team-oriented work style

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for various needs including volunteering
• Family care resources, including fertility and adoption benefits