Sr. Client Relationship Mgr. – Multiple Locations (Baltimore and Colorado Springs)

T. Rowe Price

Baltimore, MD Oct 18
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There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

About this Role

The Sr. Client Relationship Manager is an integral part of the team responsible for retaining and growing U.S. Intermediaries (USI) National Account relationships in partnership with the National Account Manager. The incumbent works within the Broker-Dealer channel and has direct interaction with relationship management, product management/investment decision-makers, marketing and other key contacts at client firms as agreed upon and delineated with the National Account Manager, based on the needs of the client. The Sr. Client Relationship Manager is also the champion of the client voice internally and accountable for navigating internal groups on behalf of the client. Clients categorized as National Accounts are complex and multi-faceted, typically using multiple mandates and may have more than one investment vehicle across various platforms/programs (e.g., TRP Mutual Fund or sub-advised 1940 Act fund, SMAs, ETFs, Collective Investment Trusts).

Role Summary

Partners with the National Account Manager(s) on assigned complex client relationships to support the strategic and business management functions with client service, marketing, and distribution efforts. Ensures client satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Assists in identifying account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met spanning multiple products/services.


  • Proactively consults on a range of client relationships, listens for cues on client needs, and ensures continued client satisfaction and retention. Keeps the client informed of key T. Rowe Price initiatives, organizational updates, and resources available.
    • Working in partnership with the National Account Manager, this position maintains consultative working relationships with relationship management, product management and development, marketing, and other key contacts at National Account Broker-Dealer firms.
  • Promotes firm services and offerings to assigned clients based on understanding of clients' objectives. 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.
    • Key touch points include Home Office product gatekeepers, Product/Platform Managers, Marketing, Compliance, Legal and Operational contacts. The role aligns TRP resources (PM/PS access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, and client reporting) to sustain world class service to build customer loyalty and satisfaction.
  • Directly manages complex client projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Contributes to the identification and development of appropriate metrics.
  • Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.
    • Partner with the National Account Manager to define strategy and execute on the strategic account plan.
    • Ensure successful outcomes for meetings involving TRP subject matter experts.
    • Partner with the Broker-Dealer Field Sales team to ensure proper alignment and understanding of client initiatives and policies.
    • Manage the client/prospect meeting needs from the point of intake to final close out of last follow up item, including conducting due diligence calls, on-site meetings, and select off-site meetings.
    • Travel as necessary and in accordance with TRP policy as travel restrictions are lifted
  • Analyzes complex data, trends, and strategies to keep up to date with client relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.
    • Stay current on industry trends and global markets; must be an expert in the wealth management channel; know the channel players, the structure, touch points, channel trends, challenges, etc.; attend relevant industry conferences as appropriate.

Required Qualifications:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
    • 5+ years of total relevant work experience
    • This role requires the FINRA Series 7 and Series 63 licenses. Licenses may be obtained within the first 3 months of hire if not currently held

Minimum salary (USD) starts at:

  • $77,500

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 invest in our people through a wide range of programs and benefits, including:

  • 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)

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, colour, 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.

Retirement & Stock Options Benefits
  • 401K
  • 401k with company contribution
  • Company Equity
  • Financial Planning Services
  • Access to Coaching (Health, Professional, Life)
  • Charitable Donation Matching Programs
  • Community Service Programs
  • Fully Remote Options
  • Hybrid Work Options
  • Public Transportation Assistance
  • Relocation Assistance
  • Accessibility
  • Health & Wellness
  • Other
  • Parental Benefits
  • Perks & Discounts
  • Professional Development
  • PTO/Flexibility
  • Retirement & Stock Options Benefits
  • Accessible Building
  • Accessible Devices
  • Accessible Work Environment
  • Job Modification
  • Service Animal/Emotional Support Animal
Perks & Discounts
  • Casual Dress
  • Offsite Company Events
  • On Site Gym/Fitness
  • Snacks Provided
  • Special Discounts
Parental Benefits
  • Childcare Assistance Programs
  • Family Medical Leave
  • Nursing Room
  • Parental Leave
  • Commitment to Work/Life Harmony
  • Flexible Work Schedule
  • Paid Holidays
  • Paid Sick Days
  • PTO
Health & Wellness
  • Dental Insurance
  • Employee Assistance Program (EAP)
  • FSA
  • Gym Reimbursement/Discounts
  • Health Insurance
  • HRA
  • HSA
  • Life Insurance
  • Long Term Disability
  • Mental Health Benefits
  • Onsite Gym
  • Short Term Disability
  • Vision Insurance
Professional Development
  • Employee Recognition Programs
  • Training & Development Budget
  • Tuition Reimbursement
What differentiates the tech experience at T. Rowe Price from other firms? For anyone interested in a multi-cloud environment, we are the place to be. Here you will gain a lot of exposure to cloud-based technologies.   What if a job candidate doesn’t have experience working with cloud-based technology? Everything we do is in the cloud, but that doesn’t mean everyone has to come in with that specific experience. We partner with major cloud service providers and a cloud guru to provide a customized training program for new employees.   What is the internal culture like at T. Rowe Price? Our employees often say we are a global company that feels like a small company. We’re highly collaborative. There’s a positive energy and a friendly dynamic across all of our global offices. We invest in our people, encouraging them to follow their passions, both professionally and personally. Our company deeply values creativity and independent thought. Everyone, regardless of their role or tenure, makes themselves available to one another because we believe that a rising tide raises all ships. And we have fun! We host exciting events for our employees, including food trucks and DJs.   What are the benefits of a tech career at T. Rowe Price versus a small company or startup? There are many benefits to working for a company that’s been around for over 85 years. We already have an infrastructure in place and a reputable presence in the industry. The biggest benefit is that you can make a real impact here. As we invest in more technological offerings, you’ll have the chance to influence the progression of our capabilities. For a technologist just starting their career, the experience you’ll gain at T. Rowe Price is invaluable and will open other doors for you down the line. For someone who’s been in the industry for a while, you’ll be working at a place where you can see and feel the value of your contribution.   202212-2621344