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

May 28, 2026

<div>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. </div><div>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 work and 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. </div><div>Join us for the opportunity to grow and make a difference in ways that matter to you. </div>Role Summary <ul><li>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.</li><li>Creates, monitors, and revises lead generation plans for the development of new revenue pipelines.</li><li>Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment.</li><li>Oversees key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.</li><li>Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.</li><li>Responsible for ensuring compliance with sales policies and programs.</li><li>Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client.</li></ul>Responsibilities<ul><li>Uses 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. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units.</li><li>Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors. Responsible for new business development to prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.</li><li>Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off territory plan. Prioritizes client travel and in person/virtual meetings.</li><li>Deep understanding of capital markets and competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages expertise to interpret and apply complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.</li><li>Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients' needs. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client. Works collaboratively with other business segments to represent the full offer from T. Rowe that provides value for our clients.</li><li>Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region.</li></ul>QualificationsRequired:<ul><li>Bachelor's degree or the equivalent combination of education and relevant experience AND</li><li>10+ years of total relevant work experience</li><li>FINRA series 7 and 66</li></ul>Preferred:<ul><li>Professional designation preferred</li><li>Strong consultative and presentation skills.</li></ul>FINRA RequirementsFINRA licenses are required and will be supported for this role.Work FlexibilityThis role is eligible for full time remote work.Base Salary RangesPlease 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: New York, CaliforniaPlacement within the range provided above is based on the individual’s relevant experience and skills for the role. Base 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:07/31/2026Commitment to Diversity, Equity, and InclusionAt T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built 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 embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits<div><div>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 thrive in ways that matter to you. </div><div> </div><div>Featured employee benefits to enrich your life: </div><div><ul><li>Competitive compensation </li></ul></div><div><ul><li>Annual bonus eligibility </li></ul></div><div><ul><li>A generous retirement plan </li></ul></div><div><ul><li>Hybrid work schedule </li></ul></div></div><div><div><ul><li>Health and wellness benefits, including online therapy </li></ul></div><div><ul><li>Paid time off for vacation, illness, medical appointments, and volunteering days </li></ul></div><div><ul><li>Family care resources, including fertility and adoption benefits </li></ul></div><div> </div><div><a href="https://www.troweprice.com/corporate/us/en/careers/benefits.html" target="_blank" rel="noopener noreferrer">Learn more about our benefits.</a> </div><div></div></div><h2>T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of 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.</h2>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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