Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account.
Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities.
Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication.
Stay current in understanding of our investment solutions in order to retain business.
Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.
Requirements
Required:
Bachelor's degree AND
10+ years of national accounts management/research coverage experience
Series 7, 63, 3 (can obtain 3 in role)
Preferred:
Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO's)
CFA or CIMA designations
FINRA Requirements
FINRA licenses are required and will 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.
$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$144,000.00 - $261,000.00 for the location of: Washington, D.C.
$144,000.00 - $261,000.00 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:
08/31/2026
Commitment to Diversity, Equity, and Inclusion
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 bRemote work optionsEquity / stock optionsPerformance bonus
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
Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for the client firms.
This includes working closely with many of our clients' business teams including investment research, product development, distribution leadership, and marketing, while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.
Troweprice · Baltimore, MD