Relationship Manager, College Savings Plans
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Owings Mills • Colorado • Maryland • United States
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Salary
💰 $99,000 - $178,000 per year
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.
- Directly manages highly complex client projects and oversees the successful execution of client initiatives.
- Tracks and reports on client metrics.
- Responsible for the identification, development, and communication of appropriate metrics.
- Develop and execute client service strategy for relationships assigned and ensures successful client relationship performance.
- 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.
- Has responsibility for executing successful recurring client meetings that include business strategy, marketing, distribution, and investment-oriented topics.
- Serves as the host for the meetings responsible for thoughtful agendas, logistics, and meeting outcomes.
- Collaborates internally with key partners in Investments, Legal and Compliance, Global Product, and Fund Operations on critical deliverables across plans.
- Acts as a strong advocate for the client and as a steward of the business.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 8+ years of total relevant work experience
- FINRA Series 7, 63
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.
Soft skills
client relationship managementconsultingproject managementcommunicationstrategic planningproblem-solvingcollaborationadvocacyorganizational skillsmeeting facilitation
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63