National Account Manager
8x8Salary not specified
RIA Enterprise National Account Manager at T. Rowe Price
Baltimore, Maryland, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries
Requirements
- Bachelor's degree
- 5+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
- FINRA licenses are required and will be supported for this role
- Preferred: CFA, CIMA or CFP
Responsibilities
- Use industry experience and company knowledge to effectively build a comprehensive business plan with each Enterprise RIA firm
- Effectively represent the organization's investment and service solutions to clients to retain existing placement and identify new pipeline opportunities
- Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions
- Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins
- Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units
- Work effectively with client relationship managers and other internal team members with appropriate collaboration, role clarity, and transparent communication
- Stay current in understanding of our investment solutions to retain business
- Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance
- Responsible for the overall coverage of the home offices national accounts gatekeepers in the Enterprise RIA segment, including development and collaborative implementation of business strategy, sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives
- Manage assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction
- Maintain and grow AUM with client firms while appropriately managing expenses and resource allocation
Skills
account management
business strategy
sales
revenue generation
client relationship management
asset management
AUM growth
investment research
product development
marketing
T. Rowe Price
Global asset management and investment advisory services
About T. Rowe Price
T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.
Baltimore, MarylandHeadquarters
1937Year Founded
$78,115.8MTotal Funding
IPOCompany Stage
Quantitative Finance, Financial ServicesIndustries
10,001+Employees
