Associate Regional Investment Consultant (RIC) - California

Job description

Role Summary 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. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. 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. Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. Responsible for ensuring compliance with sales policies and programs. Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client. Responsibilities: - Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performa...