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
We are seeking a strategic, visionary, and results-oriented leader to drive the transformation of our client servicing organization. Reporting directly to the COO, this leader will be responsible for managing the global client service teams, embedding client-centricity across the organization, and implementing transformative initiatives to elevate client experiences, drive operational excellence, and support business growth objectives.
Responsibilities
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Client Experience Leadership: Champion the transformation of client services by integrating innovative solutions and ensuring a seamless client journey across the enterprise. Facilitate front-to-back process integration that drives ease of doing business, supporting our clients with digital information and interactions.
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Client Implementation Management: Oversee client onboarding and implementation processes, ensuring smooth transitions and successful adoption of services. Lead the development of scalable processes to reduce implementation time and improve client satisfaction.
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Client Account Services Management: Oversee the end-to-end client account lifecycle, ensuring consistent, high-quality service delivery. Collaborate with cross-functional teams to identify opportunities for improvement, implement best practices, and resolve complex client issues.
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Client and Investment Reporting: Lead and enhance the client reporting function, ensuring accurate, timely, and insightful reporting on portfolio performance, risk, and attribution. Work with internal teams and external partners to deliver custom reports that meet the specific needs of clients while maintaining high standards of transparency and regulatory compliance.
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Transformation & Change Management: Lead and drive proactive client engagement by designing viable solutions for key customers and strategic partners, differentiating T. Rowe Price as a client-centric, active asset manager.
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Operational Excellence: Spearhead automation and process optimization initiatives to enhance efficiency, reduce errors, and improve scalability across client operations. Assess operating model and account coverage structure using a client centric approach.
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Data-Driven Insights: Lead the integration of market data into client services, providing clients with timely and relevant insights for informed decision-making.
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Collaboration & Stakeholder Management: Collaborate closely with the Global Digital Solutions (GDS) team, the Global Investment Operations Team, the Transformation Office, and Global Distribution to incorporate client priorities into the organization’s operational practices. Engage with senior leadership and cross-functional teams to align client service delivery with the firm’s strategic goals, ensuring a proactive approach to client engagement.
Qualifications
Required:
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Bachelor’s degree (in Finance, Business, or a related field) or the equivalent combination of education and relevant experience and a minimum of 15 years of total relevant work experience with 8+ years of management experience.
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15+ years of relevant experience in financial services, with significant experience leading global teams and managing client services and operational functions. Experience overseeing client reporting and onboarding is essential.
Preferred:
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Advanced degree or certification (MBA, CFA, etc.)
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Proven track record in leading, developing, and motivating high-performing teams across multiple geographies. Strong leadership presence with the ability to influence stakeholders at all levels of the organization.
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Deep understanding of client service excellence and operational best practices in the financial services industry. A passion for delivering exceptional client outcomes and improving client satisfaction.
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Demonstrated experience in driving operational transformation, process automation, and efficiency initiatives. Knowledge of automation tools and technology solutions in client operations.
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Solid understanding of operational risk management, investment compliance, and regulatory requirements within the asset management industry.
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Strong quantitative and analytical skills with the ability to interpret complex investment performance data and metrics and apply these insights to improve client services and operational performance.
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Exceptional communication skills, both written and verbal, with the ability to present complex ideas clearly and influence decision-making at the executive level.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$200,000.00-$350,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$200,000.00-$350,000.00 for the location of: Washington, D.C.
$200,000.00-$350,000.00 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:
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Competitive compensation
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Annual bonus eligibility
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A generous retirement plan
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Hybrid work schedule
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Health and wellness benefits, including online therapy
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Paid time off for vacation, illness, medical appointments, and volunteering days
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Family care resources, including fertility and adoption benefits
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Top Skills
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.
