Note: The job is a remote job and is open to candidates in USA. T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The National Account Manager for Retirement will be responsible for managing key client relationships, developing business strategies, and ensuring client satisfaction while driving sales and revenue generation.
Responsibilities
- 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
Skills
- Bachelor's degree AND
- 10+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
- Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO's)
- CFA or CIMA designations
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 Overview
T. Rowe Price is an investment management firm that focuses on funding technology startups. It was founded in 1937, and is headquartered in Baltimore, Maryland, USA, with a workforce of 5001-10000 employees. Its website is http://www.troweprice.com.