[Remote] National Account Manager- Retirement
Note: The job is a remote job and is open to candidates in USA. T. Rowe Price is a premier global asset management organization with over 85 years of experience, dedicated to providing investment solutions to a diverse clientele. The National Account Manager for Retirement will be responsible for managing key client relationships, developing business strategies, and ensuring client satisfaction while driving sales and revenue generation.
Responsibilities
- Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account
- Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities
- Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions
- Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins
- Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units
- Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication
- Stay current in understanding of our investment solutions in order to retain business
- Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance
Skills
- Bachelor's degree AND
- 10+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
- Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO's)
- CFA or CIMA designations
Benefits
- 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
Company Overview