SMA Client Account Services Manager

Requisition Number: 80703

Position Title:

External Description:

About the Team

The Managed Accounts Service team oversees the daily operations of T. Rowe Price’s Separately Managed Account (SMA) business, including the management of our vended middle office service provider, Archer. As subject matter experts in SMA operations, the team is responsible for handling all internal and external inquiries, ensuring comprehensive support across the firm.

The team acts as a central liaison between internal and external stakeholders, facilitating the completion of all documentation and operational requirements. By proactively identifying and addressing client operational needs, the team develops and implements solutions that optimize every aspect of the client experience.

Role Summary

Responsible for the daily operations of SMA client accounts and T. Rowe Price SMA strategies. Strong partnership is expected with our Distribution and Investment teams, ensuring we are showing up as “One T. Rowe” to our clients. Given the scope and volume of our potential requests, strong partnership will also be needed with multiple internal groups throughout T. Rowe Price as well as with our clients.

Responsibilities

• Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
• Facilitates resolution of operational requests and escalates complex, nonstandard servicing requirements by engaging more senior staff to develop applicable solution.
• Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements.
• Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.

Qualifications

Required:

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

Preferred:

• Operational expertise and knowledge of trading, settlements, reconciliation, and investment management operations trends
• Strong critical thinking and data analysis/interpretation abilities
• Experience working with Managed Account product ranges and/or operations
• Ability to perform well under time-sensitive deadlines; independent and results-driven
• Ability to identify potential issues, escalate appropriately, and implement process improvements
• Effective communication skills, including explaining technical concepts to non-technical audiences
• Strong organizational skills, ability to manage multiple priorities, and flexibility
• Strong documentation skills
• Excellent client management, relationship building, and interpersonal skills
• Experience participating in and directing cross-functional teams
  
   

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.  

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

City:

State:

Community / Marketing Title: SMA Client Account Services 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.