Senior Manager, Data Management
DaVita Kidney Care
SQLTableau
Manager, Client Account Services
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Baltimore • California, Colorado, Maryland, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $78,000 - $166,000 per year
Job Level
Mid-LevelSenior
About the role
- Oversee and manage client operations and administration support activities for institutional clients holding separate accounts, sub-advised and proprietary products
- Service clients through the client life cycle and resolve complex operational issues
- Partner with a Client Implementation Manager during onboarding and take over day-to-day servicing after onboarding is complete
- Ensure inquiries, requests, and service requirements are met/addressed
- Lead Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings and participation of new counterparty agreements
- Partner with Distribution Relationship Managers and internal groups including Investments, Legal, Investment and Trading Solutions, Investment Compliance, Global Investment Operations, Global Client Investment Reporting
- Analyze data to develop informed operating or servicing agreements and negotiate operational servicing requirements
- Escalate complex, nonstandard servicing requirements to senior staff and facilitate resolution in accordance with local regulatory requirements
- Communicate regularly with complex clients and their service providers and facilitate communication of information to internal parties
- Lead internal activities and initiatives to improve client operations processes and ensure a high-quality client experience
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- Excellent knowledge of the asset management business and investment products (preferred)
- Excellent client service skills (preferred)
- Excellent time management skills; ability to manage multiple, competing projects and priorities (preferred)
- Strong prioritization and decision-making skills (preferred)
- Excellent analytical skills and attention to detail, accuracy, and deadlines (preferred)
- Excellent communication (verbal and written) and interpersonal skills (preferred)
- Proven ability to work in a team environment with a strong sense of urgency (preferred)
- Highly motivated with demonstrated initiative and ability to work independently (preferred)
- Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States
- FINRA licenses are not required and will not be supported for this role
Benefits
- Competitive compensation
- Annual bonus eligibility (discretionary bonus)
- A generous retirement plan
- Hybrid work schedule (eligible for up to one day per week from home)
- 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
data analysisoperational servicingclient operations managementinvestment management agreementsfee payment modificationsreporting requestsreconciliation inquiriesnegotiationclient life cycle managementmarket openings
Soft skills
client service skillstime managementprioritizationdecision-makinganalytical skillsattention to detailcommunication skillsinterpersonal skillsteam collaborationinitiative
Certifications
Bachelor's degree
