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
The Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement Plan Services (RPS) full -service record-keeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA), with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business.
Responsibilities
- Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio.
- Consulting with clients and financial professionals on investment vehicles, participant services and plan design solutions that will enhance the client’s plan design and maximize the retirement benefit offered to their employees.
- Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees.
- Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors.
- Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy.
- Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship.
- Supporting RPS Sales in the acquisition of new business relationships.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
- Series 6 and 63 obtained within 6 months of hire into position
Preferred:
- 5+ years of retirement plan industry experience
- Ability to develop, articulate and implement strategies to optimize client relationships.
- Ability to work effectively as a member of a team.
- Ability to use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information.
- Exceptional client service skills
- Exceptional consultative skills
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full-time remote work.
An ideal candidate would reside in PA, NJ, NY, MA, CT, RI, VT, NH, or ME.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 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.
This job posting is expected to be available until:
05/15/2026Commitment 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.
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.
