Territory Manager – Fire Suppression, MN, ND, SD, IA, NE
Johnson Controls
SFDC
Senior Relationship Manager
T. Rowe Price
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $104,000 - $189,000 per year
Job Level
Senior
About the role
- 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.
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
- Experience working directly with Retirement Plan Sponsors and their advisors/consultants (Preferred)
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship managementproject managementmetrics developmentclient service strategycross-sellingorganizational solutionsregulatory compliancefinancial performance analysisdeal structuringconsulting
Soft skills
client satisfactioncommunicationleadershipproblem-solvingstrategic thinkingcollaborationadvisory skillsguidanceadaptabilityinfluencing
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63
