BenefitsLink logo
EmployeeBenefitsJobs logo
Search Jobs:
Search the News

Subscribe to Newsletters



Join 4,031 candidates ...
Get New Jobs by Email  
Get the BenefitsLink app for iPhone and iPadLinkedIn
Twitter
Facebook

Relationship Manager

T. Rowe Price

in Owings Mills, MD / Colorado Springs, CO / San Francisco, CA

PRIMARY PURPOSE OF THE POSITION

The RPS Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of institutional defined contribution client relationships, with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business. 

PRINCIPAL RESPONSIBILITIES

  • Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio. Consulting with clients on investment vehicles, participant services and plan design solutions that will enhance the client’s plan design and maximize the retirement benefit offered to their employees.
  • Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees. Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors.
  • Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy.
  • Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship.
  • Supporting RPS Sales in the acquisition of new business relationships.

QUALIFICATIONS

Preferred

  • MBA or advanced degree
  • Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA
  • 10 plus years of defined contribution related experience including 1 to 5 years of relationship management experience

Required

  • Superior communication and presentation skills
  • Retirement plan industry experience
  • Ability to develop, articulate and implement strategy to optimize client relationships
  • Ability  to work effectively as a member of a team
  • Ability to use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information
  • Exceptional client service skills
  • Exceptional consultative skills
  • Proven track record of success in maintaining and enhancing institutional defined contribution relationships
  • Ability to influence and negotiate towards outcomes that are mutually beneficial to the client and TRP
  • Creative problem solving skills
  • Demonstrate confidence and executive presence in external and internal business interactions
  • Ability to manage multiple tasks
  • Ability to assimilate and apply the high volume of information pertinent to the defined contribution industry, which includes industry trends, legislative and regulatory topics, administration and operations, participant communications strategies, and investments
  • Series 7 and 63 obtained within 6 months of hire into position
  • Bachelors degree
  • 8-10 years of DC related experience and 1-5 RM experience

How to Apply

Please apply online using this link:  http://bit.ly/2mzms76

Visit our web site.


This ad has been viewed 837 times. It expires on 5/23/2017.

Renew this job Edit this job Remail this job Delete this job Feature This Job


Webmaster:

© 2017 BenefitsLink.com, Inc. / EmployeeBenefitsJobs.com
Privacy Policy