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
The Client Account Manager serves as the operational and administrative contact at T. Rowe Price (TRP) for a portfolio of TRP's full-service, defined contribution institutional clients and is accountable for their clients' administrative and recordkeeping service experience. As the primary point of contact for clients and their advisors, the Client Account Manager is responsible for building relationships with plan contacts, providing oversight and coordination of the daily operation of the plan, developing a strategy to aid in client retention and ensure client satisfaction and consulting with clients on operational best practices to achieve efficient and reliable plan operation.
Responsibilities
Plan Administration - Oversees and manages the outsourcing of plan administration, meeting internal and external deadlines, to ensure operational excellence. Maintains a schedule for plan activities; leads client meetings, conference calls, and discussions for client campaigns. Effectively prioritizes work with minimal oversight to ensure deadlines are met and client inquiries and needs are fulfilled. Analyzes escalated/sensitive plan and participant issues based on consultative client discussions and research. Using independent judgment and discretion, determines the appropriate course of action and/or whether escalation is required in order to maintain client satisfaction/retention and mitigate financial exposure/impact on both T. Rowe Price and clients. Manages and directs cross-functional teams regarding client problem resolution, enhancement of services, and upgrade of systems. Directs, guides, and manages retirement plan activities in accordance with ERISA and DOL policies and plan guidelines. Keeps all interested parties up to date at all times.
Strategy and Consultation - Consults with and develops strategy for the assigned portfolio of RPS clients to maintain and enhance the overall relationship. Participates in consultative dialogue when attending client meetings in order to research and understand key client objectives, metrics, goals and course correction. Develops, presents, and implements strategies that offer mutual value for both client and TRP through operational reviews to improve plan administration and achieve client's goals. Works in partnership with the Relationship Management team, RPS Operations business partner and RPS Sales to build future client retention and brand strategies.
Project Work - Participates and assists in assigned interdepartmental projects to help execute project initiatives and supply technical expertise. Works with peers and leaders in Client Admin to collect feedback and answers in regard to necessary decisions, and relays info back to the project group to provide proper Client Administration perspective to ensure the best outcomes for our clients.
Sales - Participates in growing the firm by partnering with RPS Sales to bring in new clients. Participation includes but is not limited to attending sales finalist presentations and presenting the value of their role to the prospect. Travel may be required for Sales or Client visits and at times may be with limited notice.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
Advanced knowledge of T. Rowe Price products and services, the defined contribution business, and ERISA
Qualified 401(k) Administrator (QKA) credential
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.
$72,000 - $116,000 for the location of: Maryland, Colorado, Washington and remote workers
$72,000 - $116,000 for the location of: Washington, D.C.
$72,000 - $116,000 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:
12/17/2025
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
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 balance so you can thrive in ways that matter to you .
Featured employee benefits to enrich your life:
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
Learn more about our benefits. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
