Relationship Manager, College Savings Plans

Requisition Number: 79501

Position Title:

External Description:

Role Summary

This role will oversee assigned highly complex client relationships, ensuring satisfaction, 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 ($10B+) and often span multiple plans with unique features. Serves as the central coordinator for all related client activities and provides coaching/guidance to other members of the team to ensure client needs are met effectively.

Responsibilities

• Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met. Advises clients on best practices, organizational solutions, and regulatory changes.
• Directly manages highly complex client projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Responsible for the identification, development, and communication of appropriate metrics.
• Develop and execute client service strategy for relationships assigned and ensures successful client relationship performance.
• 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.
• Has responsibility for executing successful recurring client meetings that include business strategy, marketing, distribution, and investment-oriented topics. Serves as the host for the meetings responsible for thoughtful agendas, logistics, and meeting outcomes.
• Collaborates internally with key partners in Investments, Legal and Compliance, Global Product, and Fund Operations on critical deliverables across plans. Acts as a strong advocate for the client and as a steward of the business.
• Travel required: 4-6 trips per year (attending industry conferences and hosting client meetings)

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 7, 63

Preferred:

• Strong verbal and written communication skills (strong executive presence)
• Detail-oriented and high aptitude in managing multiple priorities
• Effective collaborator and team player
• Sound analytical 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 one day per week from home.

City:

State:

Community / Marketing Title: Relationship Manager, College Savings Plans

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.