Lead Client Relationship Manager

Requisition Number: 74914

Position Title:

External Description:

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:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 6 and 63 is supported and required

Preferred:

• 10+ years of Retirement Plan Relationship Management experience
• Expertise creating and executing successful engagement strategies for C-suite decision makers, advisors, and consultants, aligning client goals to the adoption of key products to ensure mutual success
• Proven success partnering with sales producers and leading internal teams to win new business

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

City:

State:

Community / Marketing Title: Lead Client Relationship Manager

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: 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, 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.