Sr. Client Relationship Manager

T. Rowe PriceOwings Mills, MD
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 AND 8+ years of total relevant work experience and 2+ years of management experience

Nice To Haves

  • Established track record of Advisor and Home Office relationship support
  • Experience with Advisor Fiduciary roles and programs
  • Knowledgeable with Advisor Firm data needs and recordkeeping aggregation files to Home Offices

Responsibilities

  • Directs multiple teams through subordinate managers (or a large team of professionals) responsible for client satisfaction and retention for complex clients with cross-sell opportunities.
  • May continue to manage a limited portfolio of clients.
  • Contributes to the development of operating protocols for the client service function.
  • Makes recommendations for process improvements.
  • Sets departmental priorities and responsible for performance and resource management for the team.
  • Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients.
  • Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm.
  • Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals, as well as stretch goals or longer-term objectives.
  • Implements effective client service strategies.
  • Guides professional staff in executing corporate client service initiatives.
  • Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution.
  • Analyzes trends on escalated service issues, developing process improvement recommendations.
  • Recruits, directs, motivates, and develops staff/management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality.
  • Accountable for the financial and human resources of a large department/multiple departments.

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)
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