At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
T. Rowe Price, and its affiliates, has more than 8,000 associates and over $1.8 trillion in assets under management globally. This role will support the Alternatives & US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $800B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States.
T. Rowe Price is seeking to recruit an Alternative Investments Client Engagement Manager to support the Head of Alternative Investments Strategic Accounts and Alternative Investments Strategic Account Managers. This position offers a unique opportunity to expand and deepen TRP’s significant presence in the advisor-sold market by expanding our relationships within highly complex national accounts into the alternative space.
Responsibilities
- This position is part of the U.S. Intermediaries Alternatives business and reports to the Head of Alternative Investments Strategic Accounts.
- Support the development and execution of strategic relationships with key wealth management firms, partnering directly with Alternative Investment Strategic Account Managers and collaborating closely with Alternatives leadership, National Account Managers, investment teams, and other partners across T. Rowe Price.
- Partner with traditional USI National Account Managers to develop and execute strategic account plans, with a focus on expanding T. Rowe Price’s alternative investment presence across key wealth platforms.
- Maintain a comprehensive understanding of client priorities, platform initiatives, product needs, key decision makers, and relationship activity occurring across the firm.
- Manage client and prospect initiatives from initial planning through execution and follow-up, including due diligence calls, onsite meetings, investment presentations, and select offsite engagements.
- Coordinate T. Rowe Price subject matter experts and internal partners to ensure successful client meetings, consistent messaging, and alignment around key client initiatives.
- Track and analyze client activity, assets, flows, platform progress, and other key relationship metrics to identify opportunities, risks, and areas of focus.
- Partner across the enterprise to address client needs, resolve issues, and coordinate strategic initiatives involving product, investments, marketing, legal, operations, and distribution.
- Develop deep expertise across the wealth management and alternatives landscape, including key firms, decision makers, platform structures, product approval processes, industry trends, and competitive offerings.
- Stay current on developments across private credit, private equity, real estate, infrastructure, and the broader private markets landscape, attending relevant industry conferences and client events as appropriate.
- Travel as necessary and in accordance with T. Rowe Price policy.
Qualifications
Required:
- Proven experience working with National Account Relationships or Sales professionals
- College degree required and advanced degree or designation preferred (e.g. CFA, CAIA, CIMA)
- Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
- Strong organizational, time management, and relationship management skills
- Series 7 & 66 required; must obtain within 3 months of hire
Preferred:
- Alternatives Investments experience
- Exceptional communication skills including written, verbal, and delivering presentations
- Significant travel required
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
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.
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
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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
Learn more about our benefits.
Skills Required
- Proven experience working with national account relationships or sales professionals
- College degree
- Experience with the U.S. investment distribution landscape, including broker/dealers, registered investment advisors, banks, and retail platforms
- Strong organizational and time management skills
- Strong relationship management skills
- Series 7 license, or ability to obtain within three months of hire
- Series 66 license, or ability to obtain within three months of hire
- Advanced degree or designation such as CFA, CAIA, or CIMA
- Alternative investments experience
- Exceptional written and verbal communication skills
- Presentation experience
- Significant travel availability
T. Rowe Price Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.
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Retirement Support — Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
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Leave & Time Off Breadth — Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
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Career-Linked Recognition & Rewards — Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.
T. Rowe Price Insights
What We Do
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.
