Strategic Account Manager responsible for sales and profitability levels for portfolio at Veepee. Collaborating with teams to deliver strategic business plans for key accounts in the Home sector.
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
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