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Sr. Manager - Client Engagement Team - US Intermediaries

Company: T. Rowe Price
Location: Glenwood Springs
Posted on: June 8, 2021

Job Description:

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.

We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.

If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

Role Summary:

Leads a team of professionals responsible for client satisfaction and retention for sophisticated clients with cross-sell opportunities. May handle a limited portfolio of client relationships. Supports the development of operating protocols for the client engagement function. Makes recommendations for process improvements. Contributes toward departmental priorities and responsible for performance and resource management for the team.

Interested in learning more about this opportunity? If so, we encourage you to apply!


  • Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients. Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm.
  • Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals, as well as stretch goals or longer-term objectives.
  • Implements effective client service strategies. Guides professional staff in executing corporate client service initiatives.
  • Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution. Analyzes trends on escalated service issues, developing operational improvement recommendations.
  • Recruits, directs, motivates, and develops staff/management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality. Accountable for the financial and human resources of a large department/multiple departments



  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 8+ years of total relevant work experience and 2+ years of management experience
  • Series 7, 63 and 24 (must acquire within 3 months of the role)


  • Strong drive for results. Proven track record to take initiative in applying creative strategies to increase and influence NNFs for the organization
  • Detailed knowledge of advisory and investment subjects
  • Excellent organizational and decision-making skills
  • Ability to encourage and empower team members to achieve goals
  • Face to face client related experience and or consultative sales experience
  • CIMA, MBA, CFP, or CFA
  • Previous team leadership/supervisory experience

Job Family Group: Sales & Relationship Management

Job Family: Client Service

Track/Level: L3

Minimum Salary (USD) starts at:


(Colorado only*) Salary range minimum is one component of our total compensation and benefits package. *Note: Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. ? Please view to see what's available to you.

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, colour, 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.

Keywords: T. Rowe Price, Snowmass , Sr. Manager - Client Engagement Team - US Intermediaries, Other , Glenwood Springs, Colorado

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