T. Rowe Price · 2 hours ago
Sr. Client Relationship Manager
United States
Full-time
Remote
Mid, Senior Level
$86K/yr - $146K/yr
5+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, focused on helping clients thrive through investment solutions. The Senior Client Relationship Manager is responsible for providing proactive client service and strategic account management for defined contribution client relationships, aiming to enhance client satisfaction and retention while optimizing business efficiencies.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
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
Qualification
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
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
Company
T. Rowe Price
T. Rowe Price is an investment management firm that focuses on funding technology startups.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-04-11IPO
Leadership Team
Ramon Richards
Chief Technology Officer
G
Geoffrey Hardin
Vice President - Senior Rates / FX Trader
Recent News
Private Capital Journal
2026-01-24
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