Leads a team of relationship managers across multiple segments within USI Wealth Management responsible for client satisfaction, sales, and retention for the most complex clients at the firm. The team is ultimately responsible for ongoing client service functions, the development of operating protocols, and process improvements to deliver a differentiated client experience. Partners closely with Segment Leads and National Account Managers to align expectations and team functionality to execute f... more details
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.?? We are a premier?asset?manager?focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
Leads a team of relationship managers across multiple segments within USI Wealth Management responsible for client satisfaction, sales, and retention for the most complex clients at the firm. The team is ultimately responsible for ongoing client service functions, the development of operating protocols, and process improvements to deliver a differentiated client experience. Partners closely with Segment Leads and National Account Managers to align expectations and team functionality to execute firm objectives and strategic priorities. Responsible for performance and resource management for the team.
Responsibilities:
- Identifies areas of focus for achieving increased client satisfaction, sales, and retention levels within the teams managed. Contributes to the client service strategy and provides input on how to coordinate with various internal partners to ensure client satisfaction and increase client revenue.
- Contributes to the development of key performance metrics for the function and/or region. Tracks and reports on team metrics and results; coaches and guides management team on improving the execution of the relationship plan and achieving short-term and long-term strategic goals.
- Liaises and strategizes with cross-business leaders in addition to peer leaders in sales and relationship management to identify opportunities to maintain client satisfaction and increase client and business profitability. Participates in key industry panels and key focus groups.
- Serves as an escalation point for highly critical service issues or roadblocks, shepherds' issues through to resolution. Reviews trends on escalated service issues and recommended process changes. Evaluates information and determines process changes to be adopted. Keeps leadership informed of critical service issues with clients and how they will be/have been resolved.
- Recruits, directs, motivates, and develops a management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a high-performing, strategically focused workforce within their assigned departments.
Qualifications:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 12+ years of total relevant work experience and 5+ years of management experience
FINRA Requirements
FINRA licenses Series 7,63, and 24 licensed are required (or must be acquired) and will be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
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.
