Role Summary

The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services.

This is a teleworker full time position

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.
• Will structure 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.
• Develop 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.
• Support institutional sales efforts and lead prospect finals meetings.
• Provide guidance to less experienced professionals.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 6 and 63
• The ability to travel as required to meet with clients and advisors, up to 20% of the time

Preferred:

• Experience working directly with Retirement Plan Sponsors and their advisors/consultants

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$107,000.00 - $194,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$107,000.00 - $194,000.00 for the location of: Washington, D.C.
$107,000.00 - $194,000.00 for the location of: New York, California

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. 

This job posting is expected to be available until:

05/27/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.