Senior Relationship Manager at T. Rowe Price

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, Financial ServicesIndustries

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
8+ years of total relevant work experience
FINRA Series 7, 63
The ability to travel as required to meet with clients and advisors, up to 20% of the time
Based on the west coast, preference for CA or Colorado Springs area

Responsibilities

Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met
Advises clients on best practices, organizational solutions, and regulatory changes
Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm
Identifies cross-sell opportunities for products and services that may span across multiple segments/channels
Structures deals in the best interests of the client and the firm
Directly manages highly complex client projects and oversees the successful execution of client initiatives
Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics
Develops and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention
Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function
Contributes to developing recommendations on how to integrate these developments into process or policy changes
Leads and/or spearheads non-mutual fund client opportunities
Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions
Supports institutional sales efforts and leads prospect finals meetings
Provides guidance to less experienced professionals

Skills

Client Relationship Management

Risk Mitigation

Contract Compliance

Regulatory Compliance

Client Consulting

Problem Resolution

Growth Opportunity Identification

Client Retention

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

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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