Client Manager

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.

POSITION PURPOSE

Sales and Client Management roles focus on maintaining and growing assets for T. Rowe Price. Individuals may cover the full spectrum of activities from new business development to relationship management to relationship expansion/growth. New business development activities include prospect management, interfacing with investment

gatekeepers, new relationship generation in respective channel, and cross-selling to assigned relationships. Key performance indicators include: target assets under management, net new flows, gross flow, meeting activity.

Responsible for sales and revenue generation and/or client relationship management for larger/more complex accounts that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Continues to build industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned larger/more complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and

operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. May advise less experienced professionals on compliance with policies and programs. Responsible for the achievement of moderate sales targets.

Principal Responsibilities
- Sells the organization's products and/or services to assigned clients. Promotes firm services and offerings to assigned clients based on understanding of clients' business objectives. Negotiates sales of products and services across assigned departments within the business unit. Structures deals in the best interests of the client and the firm. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
- Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials. Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction.
- Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs.
- Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate regional sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
- Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Seeks final approval from all required parties.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience.

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 progra