Senior Client Relationship Manager

Requisition Number: 75113

Position Title:

External Description:

Role Summary

Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies 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. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.

Responsibilities

• Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS.
• Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion.
• Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients.
• Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees. 
• Supporting RPS Sales in the acquisition of new business relationships.

Qualifications 

Required: 

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience 
• Series 6 and 63 licenses 

Preferred:

• 5+ years of retirement industry experience working with plan advisors.
• Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices.
• Ability to work effectively as a member of a team. 
• Ability to use analytical tools and industry publications to gather information.
• Exceptional client service, communication, and consulting skills.

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule.

City:

State:

Community / Marketing Title: Senior 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.