National Account Manager- Retirement

T. Rowe Price • Baltimore, MD

12d • $144,000 - $261,000 • Remote

About The Position

Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for the client firms. This includes working closely with many of our clients’ business teams including investment research, product development, distribution leadership, and marketing, while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.

Requirements

• Bachelor's degree AND 10+ years of national accounts management/research coverage experience
• Series 7, 63, 3 (can obtain 3 in role)
• FINRA licenses are required and will be supported for this role.

Nice To Haves

• Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO’s)
• CFA or CIMA designations

Responsibilities

• Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account.
• Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities.
• Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
• Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
• Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
• Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication.
• Stay current in understanding of our investment solutions in order to retain business.
• Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.

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: Senior