Client Data Management Analyst

About this Position

This Client Data Management role is integral in coordinating client engagement, sales & marketing activities. Each Client Data Management Analyst (CDMA) is assigned to a regional team of client, sales and consultant relations executives and will work autonomously in a timely and accurate manner to exceed client expectations.

Role Summary

The CDMA is responsible for gathering and providing data to more senior professionals who provide leadership with information about the performance of the business. Assists in the completion of analyses and supports the implementation of new policies and practices.

Based on assignments from senior professionals, provides general analytical and meeting support in the subject areas for Americas. May assist in the development of reports and the standardization of the reporting structure.

Responsibilities

• Provides insight and feedback into the maintenance and improvement of relevant reporting systems. Provides information to more senior professionals on potential issues in design and reporting systems that require enhancements.
• Implement processes that improve the accuracy of reporting processes. Provides routine and may assist with ad hoc report analytic support
• Contribute to regional team coordination including support of territory planning, agendas, notes and actions
• Gather and provide business snapshots to support regional activity including dashboards, daily flow details, at-risk and pipeline activity, upcoming meetings
• Lead the periodic review of contact information using 3rd party or publicly available sources
• Partners with Relationship Management Associates to conduct research and coordinate planning materials
• Drafts prep notes for client / prospect meetings
• Coordinates the preparation of standard and non-standard client / prospect meeting materials, including collaborating with compliance for approval (e.g. AdMaster)
• Monitor the digital exchange to ensure clients are being properly serviced
• Coordination of list reviews for account management activities including product communications, weak manager outreach and other targeting activities, marketing subscriptions, conference attendance
• Identifies efficiencies and standard methodologies working with other internal TRP groups and be an additional resource and voice for client-facing teams
• Ad-hoc project work for the benefit of the Americas as requested by the specific RM teams

Qualifications

Preferred :

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

65,500.00 - $112,000.00 for the location of : Maryland, Colorado, Washington and remote workers

72,500.00 - $123,000.00 for the location of : Washington, D.C.

82,000.00 - $140,000.00 for the location of : New York, CaliforniaThis job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life :

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

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Salary : $82,000 - $140,000