Manager, Client Implementation Management

Posted 21 Hours Ago
Be an Early Applicant
Baltimore, MD
76K-162K Annually
5-7 Years Experience
Fintech
The Role
The Client Implementation Manager is responsible for overseeing client onboarding and managing operational needs for institutional products. This role involves liaising with stakeholders, resolving operational issues, and ensuring compliance with regulatory requirements while continuously improving client service processes.
Summary Generated by Built In

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Team Summary:

The Client Implementation Management team is accountable for facilitating and leading the onboarding activities of new clients into various vehicles which include Institutional Separate Account and Sub-Advised accounts. The team is responsible for having a holistic understanding of the attributes to new client mandates and holding key stakeholders accountable to executing on their capabilities.

Role Summary:

The Client Implementation Manager leads institutional client Separate and Sub Advised products along with T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of T. Rowe Price standards. The role is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The role will be regionally focused and will form part the global Client Implementation Management function and may, from time to time, be required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. Role is expected to proactively identify and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

Responsibilities:

  • Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
  • Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues
  • Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements.
  • Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.

Typical Qualifications:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 5+ years of total relevant work experience

Preferred Qualifications:

  • Operational expertise and knowledge of requirements and the process for onboarding institutional clients
  • Knowledge of the investment management operations landscape and trends
  • Experience working with separate accounts and commingled products
  • Proven project management skills and capabilities in cross functional environments
  • Critical thinking, analysis and interpretation of data
  • Performs well under time-sensitive deadlines
  • Independent worker who is results driven
  • Strong client management and relationship building skills
  • Excellent communication and interpersonal skills
  • Ability to manage multiple priorities; flexible
  • Ability to communicate technical concepts and ideas to non-technical audience
  • Experience with 3rd party vendor engagement and partnerships
  • Possess excellent organizational skills
  • Ability to identify potential issues and escalate appropriately
  • Ability to navigate through internal and client organizations for decisions and sign-off
  • Proven ability to identify and develop process improvement changes
  • Experience coordinating and directing cross-functional teams
  • Exposure to project management systems, tools and methodologies

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.

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 (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base salary ranges:

$94,500.00 - $162,000.00 for the location of: California, New York
$83,500.00 - $142,000.00 for the location of: Washington, D.C
$75,500.00 - $129,000.00 for the location of: Colorado, Maryland, Washington and all other US locations

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.

This job posting is expected to be available until:

12/18/2024

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.

The Company
HQ: Baltimore, MD
10,561 Employees
On-site Workplace
Year Founded: 1937

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.

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