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Sr. Client Relationship Manager
full-time•Owings Mills•$85k - $146k
About this role
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 Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement Plan Services (RPS) full -service record-keeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA), with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business.
Responsibilities
- Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio.
- Consulting with clients and financial professionals 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
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
- Series 6 and 63 obtained within 6 months of hire into position
Preferred:
- 5+ years of retirement plan industry experience
- Ability to develop, articulate and implement strategies 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
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full-time remote work.
An ideal candidate would reside in PA, NJ, NY, MA, CT, RI, VT, NH, or ME.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 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:
05/15/2026Commitment 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
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.
What you'll do
- The Senior Relationship Manager is responsible for delivering proactive client service and strategic account management for a portfolio of defined contribution client relationships. This includes consulting on investment vehicles, managing fiduciary responsibilities, and strengthening relationships with key decision-makers.
About T. Rowe Price
T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world.
Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets.
Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes.
Guidelines: www.troweprice.com/social
T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms.
Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL
Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results.
T. Rowe Price Investment Services, Inc., registered broker-dealer and distributor, T. Rowe Price Mutual Funds and ETFs.
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Frequently Asked Questions
What does T. Rowe Price pay for a Sr. Client Relationship Manager?
T. Rowe Price offers a competitive compensation package for the Sr. Client Relationship Manager role. The salary range is USD 86k - 146k per year. Apply through Clera to learn more about the full compensation details.
What does a Sr. Client Relationship Manager do at T. Rowe Price?
As a Sr. Client Relationship Manager at T. Rowe Price, you will: the Senior Relationship Manager is responsible for delivering proactive client service and strategic account management for a portfolio of defined contribution client relationships. This includes consulting on investment vehicles, managing fiduciary responsibilities, and strengthening relationships with key decision-makers..
Is the Sr. Client Relationship Manager position at T. Rowe Price remote?
The Sr. Client Relationship Manager position at T. Rowe Price is based in Owings Mills, Maryland, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Sr. Client Relationship Manager position at T. Rowe Price?
You can apply for the Sr. Client Relationship Manager position at T. Rowe Price directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.