T. Rowe Price
remote type:
US Remote LocationAt 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. **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.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.
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
Health and wellness benefits, including online therapy
Family care resources, including fertility and adoption benefits #J-18808-Ljbffr
US Remote LocationAt 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. **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.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.
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
Health and wellness benefits, including online therapy
Family care resources, including fertility and adoption benefits #J-18808-Ljbffr