Lead Client Relationship Manager, College Savings

T. Rowe Price • Owings Mills, MD

2d • 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 oversee a large ($10B+) and highly complex 529 client relationship, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Utilizes deep expertise to proactively identify potential growth opportunities that will help achieve client goals. Serves as the central coordinator for all related client activities (client service, investments, marketing, etc.) and provides coaching/guidance to other members of the team to ensure that client needs are consistently met or exceeded.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience
• FINRA Series 7, 63

Nice To Haves

• Strong verbal and written communication skills (strong executive presence)
• Detail-oriented and strong ability to manage multiple priorities
• Effective collaborator and team player
• Sound analytical skills

Responsibilities

• Ensures continued client satisfaction and retention and that overall client needs are met.
• Advises clients on best practices, organizational solutions, and regulatory changes.
• Promotes and educates on services and offerings to assigned client based on understanding of clients' objectives.
• Directly manages highly complex client projects and oversees the successful execution of client initiatives.
• Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics.
• Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings.
• Contributes to developing recommendations on how to integrate these developments into process or policy changes.
• Responsible for executing successful recurring client meetings that include business strategy, marketing, distribution, and investment-oriented topics.
• Serves as the host and coordinator, responsible for event planning, thoughtful agendas, logistics, and meeting outcomes.
• Collaborates internally with key partners in Investments, Global Product, Marketing, and Fund Operations on critical deliverables across plans.
• Acts as a strong advocate for the client and a steward of the business.

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
• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

What This Job Offers

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