Client Success Manager

T. Rowe Price Group • Owings Mills, MD

122d • $94,500 - $161,000 • Remote

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.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience.
• Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines.
• Leads projects or work streams within broader projects.
• Accountable for work of self and sometimes others, provides process and standards advice in area of specialty.
• Works independently, receives minimal guidance.
• Acts as a resource for colleagues with less experience.

Nice To Haves

• FINRA Series 7 & 66.
• Chartered Retirement Planning Counselor Designation.

Responsibilities

• Supports the development of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients.
• Advice provided includes, but is not limited to, retirement planning, investment planning, budgeting, saving and spending analysis and Social Security claiming strategies.
• Provides support to advisors when they update financial plans.
• This planner continually supports the Advisor clients with investment and financial planning related training and coaching through our software platform.
• Work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management as needed to provide greater depth and breadth to the financial advice we provide our clients and help client facing associates better navigate client conversations about various complex financial planning topics.
• Contributes suggestions for program enhancements, ensures up-to-date knowledge and fluency in new capabilities related to investments advice, financial planning and financial education.
• Identifies areas for improvements, evaluates existing policy, and partners with peers and management to offer suggestions for change.
• Proactively consults on a range of client relationships, listens for cues on needs, and ensures continued satisfaction and retention.
• Advises clients on best practices, organizational solutions, and regulatory changes.
• Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.
• Liaises with relevant business contacts (internally and externally) to coordinate service to the client.
• Escalates relevant issues to senior team members or management.
• Applies high client service protocols to support client satisfaction.

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
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree