Hybrid Relationship Manager, College Savings Plans

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About the role

  • Relationship Manager overseeing highly complex client relationships to ensure satisfaction and compliance at T. Rowe Price. Advising clients on best practices and managing client projects.

Responsibilities

  • Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met.
  • Advises clients on best practices, organizational solutions, and regulatory changes.
  • Directly manages highly complex client projects and oversees the successful execution of client initiatives.
  • Tracks and reports on client metrics.
  • Responsible for the identification, development, and communication of appropriate metrics.
  • Develop and execute client service strategy for relationships assigned and ensures successful client relationship performance.
  • Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function.
  • Contributes to developing recommendations on how to integrate these developments into process or policy changes.
  • Has responsibility for executing successful recurring client meetings that include business strategy, marketing, distribution, and investment-oriented topics.
  • Serves as the host for the meetings responsible for thoughtful agendas, logistics, and meeting outcomes.
  • Collaborates internally with key partners in Investments, Legal and Compliance, Global Product, and Fund Operations on critical deliverables across plans.
  • Acts as a strong advocate for the client and as a steward of the business.

Requirements

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 8+ years of total relevant work experience
  • FINRA Series 7, 63

Benefits

  • 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

Job title

Relationship Manager, College Savings Plans

Job type

Experience level

SeniorLead

Salary

$99,000 - $178,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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