Alternative Investment Client Engagement Manager

T. Rowe Price • Baltimore, MD

8d • $107,000 - $194,000 • Hybrid

About The Position

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. 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. Join us for the opportunity to grow and make a difference in ways that matter to you.

This role will support the Alternatives & US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $800B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States.
T. Rowe Price is seeking to recruit an Alternative Investments Client Engagement Managed to support the Head of Alternative Investments Strategic Accounts and Alternative Investments Strategic Account Managers. This position offers a unique opportunity to expand and deepen TRP’s significant presence in the advisor-sold market by expanding our relationships within highly complex national accounts into the alternative space.

Requirements

• Proven experience working with National Account Relationships or Sales professionals
• College degree required and advanced degree or designation preferred (e.g. CFA, CAIA, CIMA)
• Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
• Strong organizational, time management, and relationship management skills
• Series 7 & 66 required; must obtain within 3 months of hire

Nice To Haves

• Alternatives Investments experience
• Exceptional communication skills including written, verbal, and delivering presentations
• Significant travel required

Responsibilities

• Support the development and execution of strategic relationships with key wealth management firms, partnering directly with Alternative Investment Strategic Account Managers and collaborating closely with Alternatives leadership, National Account Managers, investment teams, and other partners across T. Rowe Price.
• Partner with traditional USI National Account Managers to develop and execute strategic account plans, with a focus on expanding T. Rowe Price’s alternative investment presence across key wealth platforms.
• Maintain a comprehensive understanding of client priorities, platform initiatives, product needs, key decision makers, and relationship activity occurring across the firm.
• Manage client and prospect initiatives from initial planning through execution and follow-up, including due diligence calls, onsite meetings, investment presentations, and select offsite engagements.
• Coordinate T. Rowe Price subject matter experts and internal partners to ensure successful client meetings, consistent messaging, and alignment around key client initiatives.
• Track and analyze client activity, assets, flows, platform progress, and other key relationship metrics to identify opportunities, risks, and areas of focus.
• Partner across the enterprise to address client needs, resolve issues, and coordinate strategic initiatives involving product, investments, marketing, legal, operations, and distribution.
• Develop deep expertise across the wealth management and alternatives landscape, including key firms, decision makers, platform structures, product approval processes, industry trends, and competitive offerings.
• Stay current on developments across private credit, private equity, real estate, infrastructure, and the broader private markets landscape, attending relevant industry conferences and client events as appropriate.
• Travel as necessary and in accordance with T. Rowe Price policy.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level