National Account Manager – Retirement

National Account Manager overseeing home office accounts for recordkeeping and insurance at T. Rowe Price.

Posted 6/11/2026full-timeRemote • Colorado, Maryland • 🇺🇸 United StatesSeniorLead💰 $144,000 - $261,000 per yearWebsite

Key responsibilities & impact

Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments.
Development and collaborative implementation of the business strategy for the assigned accounts.
Sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for client firms.
Manage the assigned key client relationships effectively, ensuring overall client satisfaction.

What you’ll need

Bachelor's degree AND 10+ years of national accounts management/research coverage experience
Series 7, 63, 3 (can obtain 3 in role)
Preferred: Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO’s)
CFA or CIMA designations

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

national accounts managementsales generationbusiness strategy developmentclient relationship management

Soft Skills

collaborationclient satisfactionstrategic initiative implementation

Certifications

Series 7Series 63Series 3CFACIMA