Senior Relationship Manager

T. Rowe Price Group • San Francisco, CA

88d • $104,000 - $189,000 • 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.
• 8+ years of total relevant work experience.
• FINRA Series 7, 63.
• The ability to travel as required to meet with clients and advisors, up to 20% of the time.

Nice To Haves

• Experience working directly with Retirement Plan Sponsors and their advisors/consultants.

Responsibilities

• Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met.
• Advises clients on best practices, organizational solutions, and regulatory changes.
• Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm.
• Identifies cross-sell opportunities for products and services that may span across multiple segments/channels.
• Will structure deals in the best interests of the client and the firm.
• 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, including asset and client retention.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function.
• Contributes to developing recommendations on how to integrate these developments into process or policy changes.
• Leads and/or spearheads non-mutual fund client opportunities.
• Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions.
• Support institutional sales efforts and lead prospect finals meetings.
• Provide guidance to less experienced professionals.

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