What are the responsibilities and job description for the Lead Client Relationship Manager position at T. Rowe Price?
Role Summary
Oversees assigned highly complex retirement plan client relationships, ensuring satisfaction, coordinating 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 clients achieve their goals. Responsible for relationships that are typically large in size and often span multiple products / services. Provides guidance to less experienced professionals.
Responsibilities
- Strategic relationship management of highly complex client relationships and ensures continued client satisfaction and retention.
- Develops and executes business strategy for relationships assigned and ensures successful client relationship performance, and that client needs are met. Advises clients on best practices, organizational solutions, and regulatory changes.
- Leads internal service team to execute on client business strategy
- 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. Structures 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.
- 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.
- Keeps organization informed of specific client needs and trends across book of business
Qualifications
Required :
Preferred :
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
104,000.00 - $189,000.00 for the location of : Maryland, Colorado, Washington and remote workers
104,000.00 - $189,000.00 for the location of : Washington, D.C.
104,000.00 - $189,000.00 for the location of : New York, California
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.
This job posting is expected to be available until :
05 / 1 / 2025
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 : $104,000 - $189,000
