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T. Rowe Price Singapore · 9 hours ago

Relationship Manager, College Savings Plans

Colorado Springs, CO

Full-time

Hybrid

Senior Level, Lead/Staff

$99K/yr - $178K/yr

8+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Relationship Manager will oversee complex client relationships, ensuring satisfaction and compliance while identifying growth opportunities to help clients achieve their goals.

Financial Services

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

Travel required: 4-6 trips per year (attending industry conferences and hosting client meetings)