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
Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.
Responsibilities
- Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS.
- Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion.
- Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients.
- Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees.
- 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 licenses
Preferred:
- 5+ years of retirement industry experience working with plan advisors.
- Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices.
- Ability to work effectively as a member of a team.
- Ability to use analytical tools and industry publications to gather information.
- Exceptional client service, communication, and consulting skills.
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$83,500.00 - $143,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$83,500.00 - $143,000.00 for the location of: Washington, D.C.
$83,500.00 - $143,000.00 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.
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 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:
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Competitive compensation
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Annual bonus eligibility
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A generous retirement plan
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Hybrid work schedule
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Health and wellness benefits, including online therapy
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Paid time off for vacation, illness, medical appointments, and volunteering days
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Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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, color, 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.
Top Skills
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.
