Senior Relationship Manager
6 days ago
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, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services.
This is a teleworker full time position, and we are seeking to hire a candidate based on the west coast, preference for CA or CO Springs area.
Responsibilities
- Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met.
- Advises clients on best practices, organizational solutions, and regulatory changes.
- Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm.
- Identifies cross-sell opportunities for products and services that may span across multiple segments/channels.
- Will structure deals in the best interests of the client and the firm.
- Directly manages highly complex client projects and oversees the successful execution of client initiatives.
- Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics.
- Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention.
- Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function.
- Contributes to developing recommendations on how to integrate these developments into process or policy changes.
- Leads and/or spearheads non-mutual fund client opportunities.
- Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions.
- Support institutional sales efforts and lead prospect finals meetings.
- Provide guidance to less experienced professionals.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience
- FINRA Series 7, 63
- The ability to travel as required to meet with clients and advisors, up to 20% of the time
Preferred:
- Experience working directly with Retirement Plan Sponsors and their advisors/consultants
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.
$104, $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$104, $189,000.00 for the location of: Washington, D.C.
$104, $189,000.00 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:
02/1/2026
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.
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.
-
Relationship Manager
2 days ago
San Francisco, California, United States U.S. Bank Full time $130,000 - $195,000At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Director, Government Relationship Manager
14 hours ago
San Francisco, California, United States BMO U.S. Full timeWe are excited to be adding to our Institutional Markets/Government Banking team. We will be adding a senior level Relationship Manger and are open to having the individual based out of our San Francisco Office or East Bank market. This role will be focused on business development in addition to maintaining strong relationships within the existing...
-
Relationship Manager
4 days ago
San Francisco, California, United States East West Bank Full timeIntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Manager, Relationship Management
1 week ago
San Francisco, California, United States Front Full timeFront is the leading AI-powered customer service platform built for collaboration. Front brings core support channels into a modern, intuitive workspace where teams can collaborate on requests, automate manual processes, and delight customers across their entire lifecycle. Front's flexible workflows, AI features, and customer intelligence provide the...
-
Senior Account Manager
6 days ago
San Francisco, California, United States TE Connectivity Full time $120,000 - $200,000 per yearJob Title: Senior Account Manager (Remote - Bay Area, CA):TE's Digital Data Networks (DDN) business unit is seeking an experienced and savvy Senior Account Manager to join our Hyperscale sales team for one of our top Hyperscale accounts on a global basis. You will be responsible for all aspects of account growth, including successful relationship building...
-
Relationship Manager Associate
1 week ago
San Francisco, California, United States U.S. Bank Full time $1,408,000 - $1,410,000 per yearAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Relationship Manager Associate
1 week ago
San Francisco, California, United States U.S. Bank Full time $117,000 - $138,500 per yearAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Assc Dir-Relationship Manager
2 weeks ago
San Francisco, California, United States Moody's Full time $112,000 - $162,400 per yearAt Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.If you are excited about this opportunity...
-
San Francisco, California, United States JPMorgan Chase Full time $104,000 - $250,000 per yearDescriptionJoin the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and...
-
Private Banking Relationship Manager
7 hours ago
San Francisco, California, United States California Bank & Trust Full timeAssociates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...