Sr. Client Relationship Manager

Responsibilities

• Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients. Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm.
• Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals, as well as stretch goals or longer-term objectives.
• Implements effective client service strategies. Guides professional staff in executing corporate client service initiatives.
• Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution. Analyzes trends on escalated service issues, developing process improvement recommendations.

Requirements

• Required:
• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience and 2+ years of management experience
• Preferred:
• Established track record of Advisor and Home Office relationship support
• Experience with Advisor Fiduciary roles and programs
• Knowledgeable with Advisor Firm data needs and recordkeeping aggregation files to Home Offices
• FINRA Requirements
• FINRA licenses are not required and will not be supported for this role.
• Work Flexibility
• This role is eligible for full time remote work.
• Base Salary Ranges
• Please review the job posting for the location of this specific opportunity.
• $85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
• $85,500.00 - $146,000.00 for the location of: Washington, D.C.
• $85,500.00 - $146,000.00 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.
• This job posting is expected to be available until:
• 07/31/2026
• Commitment to Diversity, Equity, and Inclusion

Benefits

Additional Information

At 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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary Directs multiple teams through subordinate managers (or a large team of professionals) responsible for client satisfaction and retention for complex clients with cross-sell opportunities. May continue to manage a limited portfolio of clients. Contributes to the development of operating protocols for the client service function. Makes recommendations for process improvements. Sets departmental priorities and responsible for performance and resource management for the team.

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