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Now Hiring - Sr Relationship Manager in Owings Mills, MD

Sr Relationship Manager in Owings Mills, MD

T. Rowe Price
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Owings Mills, MD
3.8
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
The Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of institutional defined contribution client relationships, with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business.
Responsibilities:
  • Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio.
  • Consulting with clients on investment vehicles, participant services and plan design solutions that will enhance the client’s plan design and maximize the retirement benefit offered to their employees.
  • Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees.
  • Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors.
  • Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy.
  • Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship.
  • Supporting RPS Sales in the acquisition of new business relationships.
Qualifications:
Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 8+ years of total relevant work experience
Preferred
  • MBA or advanced degree
  • Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA)
  • Experience working in an investment management firm.
  • 15+ years of defined contribution related experience and 5+s years of relationship management experience, managing mid / large market client relationships ($150 -$500mm in assets and above)
  • Superior communication and presentation skills
  • Retirement plan industry experience
  • Ability to develop, articulate and implement strategy to optimize client relationships.
  • Ability to work effectively as a member of a team.
  • Ability to use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information.
  • Exceptional client service and consultative skills
  • Proven track record of success in maintaining and enhancing institutional defined contribution relationships.
  • Ability to influence and negotiate towards outcomes that are mutually beneficial to the client and TRP.
  • Creative problem-solving skills.
  • Demonstrate confidence and executive presence in external and internal business interactions.
  • Ability to manage multiple tasks.
  • Ability to assimilate and apply the high volume of information pertinent to the defined contribution industry, which includes industry trends, legislative and regulatory topics, administration and operations, participant communications strategies, and investments.
FINRA Requirement
This role requires the FINRA Series 6 license as well as the NASAA Series 63 license. Both licenses can be obtained once in role.
Work Flexibility
This role is eligible for full time remote work.
Regional Requirements:
Wage Transparency Disclosure* -
California, Colorado, New York and the State of Washington: $100,000 - $181,000 Annual
  • Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Salary range disclosure as required by sb19-085 when hiring in Colorado, S9427A when hiring in New York, SB 1162 when hiring in California, and SB 5761 when hiring in the State of Washington.
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.
T. Rowe Price
Company Size
5001 to 10000 Employees
Founded
1937
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
$1 to $5 billion (USD)


T. Rowe Price is currently hiring for 12 sales positions
T. Rowe Price has openings in: CO, MD, & NY
The average salary at T. Rowe Price is:

12 Yes (amount not posted)

T. Rowe Price
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T. Rowe Price

T. Rowe Price is currently hiring for 12 sales positions
T. Rowe Price has openings in: CO, MD, & NY
The average salary at T. Rowe Price is:

12 Yes (amount not posted)