Client Implementation Manager

About the Team

The Client Implementation Management team is responsible for facilitating and leading the onboarding process for both new and existing clients across various investment vehicles, including Institutional Separate Accounts and Sub-Advised accounts. The team maintains a comprehensive understanding of each client mandate’s specific requirements and ensures that all key stakeholders are accountable for executing their respective responsibilities. The Client Implementation Management team oversees and project manages the onboarding process through to completion.

In addition to onboarding, the team manages change events throughout the client lifecycle, including coordinating transitions and terminations. The team also supports product launches—such as ETFs and mutual funds—and manages client onboarding into these products.

Role Summary

The Client Implementation Manager leads institutional client and T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The role is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The role will be regionally focused and will form part the global Client Implementation Management function and may, from time to time, be required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. Role is expected to proactively identify and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

Responsibilities

• Oversees and manages Onboarding and Change Activities for Clients.  Escalates complex issues and requests to more senior staff as needed
• Contributes to the launch of TRP Products
• Partners closely with Stakeholder Teams to deliver solutions and strong results for clients
• Navigates a large and complex organization easily, forms good working relationships with business partners and leads Onboarding project calls with authority, providing excellent project management all times with concise & digestible output
• Works closely with Local and Global Team to ensure best practice within process is followed at all times
• 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 requirements and the process for onboarding institutional clients. Knowledge of the investment management operations landscape and trends
• Experience working with separate accounts and commingled products
• Proven project management skills and capabilities in cross functional environments
• Critical thinking, analysis and interpretation of data
• Performs well under time-sensitive deadlines and independent worker who is results driven
• Strong client management and relationship building skills
• Excellent communication and interpersonal skills; Ability to communicate technical concepts and ideas to non-technical audience
• Ability to manage multiple priorities; flexible; possess excellent organizational skills
• Experience with 3rd party vendor engagement and partnerships
• Ability to identify potential issues and escalate appropriately
• Ability to navigate through internal and client organizations for decisions and sign-off
• Proven ability to identify and develop process improvement changes
• Experience coordinating and directing cross-functional teams
• Exposure to project management systems, tools and methodologies
• Experience using Onboarding Workflow tools

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).

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

  

Featured employee benefits to enrich your life:   

• Competitive compensation  

• Annual bonus eligibility  

• A generous retirement plan  

• Hybrid work schedule  

• Health and wellness benefits, including online therapy  

• Paid time off for vacation, illness, medical appointments, and volunteering days  

• Family care resources, including fertility and adoption benefits  

  

Learn more about our benefits.