Relationship Management Associate, Insurance General Account

Requisition Number: 80591

Position Title:

External Description:

Role Summary

The Relationship Management Associate (RMA) will primarily support the Insurance Team in Americas. The RMA will be responsible for partnering with senior relationship managers on sales and revenue generation and/or client relationship management for larger/more complex insurance accounts ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. The Insurance segment requires a strong understanding of fixed income markets, including private credit. The RMA will build industry experience and proactively research trends, competitor services/offerings, and clients' business environment. The RMA will partner to develop lead generation plans and identify account growth opportunities based on client goals that may cut across multiple business unit services/offerings.

The primary objective is to take the lead in the delivery of day-to-day interactions that align with projects that are of the highest strategic importance and optimize client experiences.

Responsibilities

• Partner with RMs to support sales, retention, and growth of large, complex insurance clients, with a focus on fixed income and private credit product offerings.
• Support the Insurance team on a variety of tasks and initiatives critical to the development and success of this business segment.
• General Insurance business operations support including IGA business plan/GTM plan/budgets and territory maps and strategic planning.
• Partner with marketing to drive insurance focused marketing programs, manage conference and event activity, and develop capabilities decks and other tailored insurance content.
• Clearwater Analytics subject-matter expert – Assist with onboarding new clients and act as internal subject-matter expert, liaising with global partners and Investments.
• Global coordination of quarterly insurance team meetings and insurance content to ensure all insurance RMs have access and can leverage.
• Broad insurance market and company research.

Qualifications

Required:

• Bachelor's degree with concentration in business or finance
• 3+ years of total relevant work experience in the asset management industry
• Strong fixed income knowledge
• This role requires FINRA Series 7 and 63 licenses. Licenses may be obtained within first 6 months of hire if not currently held.

Preferred:

• Progress toward or interest in obtaining the CFA designation 
• Strong project management, organizational, and multitasking skills
• Excellent communication skills (written and verbal)
• Creative thinker with professional maturity and ability to engage stakeholders at all levels, specifically senior management
• Proficiency in Excel, PowerPoint, and leveraging technology/AI for efficiency

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 Management Associate, Insurance General Account

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.