RIA Enterprise National Account Manager

Requisition Number: 78865

Position Title:

External Description:

Role Summary

Responsible for the overall coverage of the home offices national accounts gatekeepers in the Enterprise RIA segment. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for client firms. This includes working closely with many of our clients’ business teams including investment research, product development, RIA field leadership, marketing, and alternative investments while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction.  This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.

Responsibilities

• Use industry experience and company knowledge to effectively build a comprehensive business plan with each Enterprise RIA firm. 
• Effectively represent the organization's investment and service solutions to clients to retain existing placement and identify new pipeline opportunities.
• Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
• Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
• Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
• Work effectively with client relationship managers and other internal team members with appropriate collaboration, role clarity, and transparent communication.
• Stay current in understanding of our investment solutions to retain business.
• Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.

Qualifications

Required: 

• Bachelor's degree
• 5+ years of national accounts management/research coverage experience
• Series 7, 63, 3 (can obtain 3 in role)

Preferred:

• CFA, CIMA or CFP 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.

City:

State:

Community / Marketing Title: RIA Enterprise National Account 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.