Sr. Manager - Client Engagement Team - US Intermediaries at T. Rowe Price (Baltimore, MD)

| Baltimore, MD
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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.

Role Summary:

Leads a team of professionals responsible for client satisfaction and retention for sophisticated clients with cross-sell opportunities. May handle a limited portfolio of client relationships. Supports the development of operating protocols for the client engagement function. Makes recommendations for process improvements. Contributes toward departmental priorities and responsible for performance and resource management for the team.

Interested in learning more about this opportunity? If so, we encourage you to apply!

Responsibilities:
  • Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients. Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm.
  • Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals, as well as stretch goals or longer-term objectives.
  • Implements effective client service strategies. Guides professional staff in executing corporate client service initiatives.
  • Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution. Analyzes trends on escalated service issues, developing operational improvement recommendations.
  • Recruits, directs, motivates, and develops staff/management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality. Accountable for the financial and human resources of a large department/multiple departments


Qualifications:

Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 8+ years of total relevant work experience and 2+ years of management experience


Regional Requirements:
  • Series 7, 63 and 24 (must acquire within 3 months of the role)


Preferred:
  • Strong drive for results. Proven track record to take initiative in applying creative strategies to increase and influence NNFs for the organization
  • Detailed knowledge of advisory and investment subjects
  • Excellent organizational and decision-making skills
  • Ability to encourage and empower team members to achieve goals
  • Face to face client related experience and or consultative sales experience
  • CIMA, MBA, CFP, or CFA
  • Previous team leadership/supervisory experience


Minimum salary (USD) starts at:
113000
(Colorado only*) Salary range minimum is one component of our total compensation and benefits package. *Note: Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

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 and remote 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, colour, 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.
More Information on T. Rowe Price
T. Rowe Price operates in the Fintech industry. The company is located in Baltimore, MD and Owings Mills, MD. T. Rowe Price was founded in 1937. It has 10561 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 45 open jobs at T. Rowe Price, click here.
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