Institutional Client Service Executive - Western US Territory

Requisition Number: 76326

Position Title:

External Description:

About this Position

T. Rowe Price is an organization that has grown organically through superior long-term investment results and a deep commitment to the clients it serves. T. Rowe Price has been serving the investment needs of institutional clients for decades - maintaining and expanding these relationships is a key strategic priority for the firm. To effectively service this important client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for all existing institutional clients.

Role Summary

The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility client relationships and their consultants, focusing on retention, satisfaction, relationship deepening, and growth. These clients, based in the western region of the US, include public and corporate defined benefit, defined contribution investment only (DCIO) plan sponsors, endowments, foundations, and their investment consultants. The ICSE will build relationships with key stakeholders to influence decision-making, aiming to enhance profitability for both clients and T. Rowe Price. Acting as a trusted advisor, the ICSE will guide clients and field consultants on leveraging T. Rowe Price's capabilities and services to meet client needs and drive relationship growth.

Success in this role requires leadership across matrixed teams and business functions, utilizing the firm's resources to deliver industry-leading client service in collaboration with sales, consultant relations, marketing, and other colleagues. The ability to engage clients in comprehensive investment and capital markets discussions within the framework of their multi-asset portfolio structures and T. Rowe Price's capabilities is highly desired. The ultimate goal is to establish solution-oriented partnerships by understanding clients' complex challenges and priorities and aligning T. Rowe Price's investment and beyond-mandate capabilities with those needs.

Responsibilities

• Retain and grow existing client relationships by delivering superior advisory-level service, requiring frequent travel and extensive communication with clients and consultants in the western region of the US.
• Develop solution-oriented partnerships by understanding client challenges and leveraging T. Rowe Price resources, fostering strategic relationships that build trust and opportunities for asset growth.
• Utilize consultative and commercial expertise to navigate client relationships and dialogue across all areas of T. Rowe Price's investment platform (equities, fixed income, multi-asset, private credit, etc.) and beyond our investment capabilities, nurturing comprehensive client relationships.
• Lead the development of robust account plans in the firm's CRM system in close collaboration with sales, consultant relations, and investment teams to drive retention and cross-sale opportunities.
• Evaluate and respond to the most complex information requests from clients and their consultants.
• Guide team members in preparing technical materials, synthesizing multiple sources of information into a cohesive and knowledgeable response, including recommendations for action by the client and cross-sell leads.
• Engage with consultants impacting large clients, coordinating with service colleagues, consultant relations, and sales teams.
• Drive new processes or strategies to enhance the firm's and western region team's ability to gain client trust and encourage deeper engagement.

• Provide critical voice of client feedback to inform initiatives that establish T. Rowe Price as a leading strategic resource to institutional asset allocators.
• Offer leadership to junior professionals and effectively balance investment team capacity with the demands of delivering high-quality client service.

Qualifications

Required:

• 15+ years of institutional client service experience with demonstrated success developing relationships with institutional clients including corporate and public plans, endowments, foundations, and their investment consultants. This experience must be coupled with a deep understanding of and connectivity to the key decision makers that influence asset allocation, manager selection, and retention.
• Must have experience building, retaining, and expanding relationships with institutional investors. The ideal candidate will have extensive and long-standing relationships with key plan sponsors and investment consultants.
• Appreciation for the trends and buying behavior of institutional client segments.
• Ability to convey a deep knowledge of equity, fixed income, multi-asset and alternative strategies with a strong understanding of capital markets, portfolio management and asset allocation.
• Superior relationship-building skills with executive presence and credibility through subject matter expertise.
• Reputation as a consensus-driven influencer who inspires trust and motivates others.
• Ability to assess risk across client relationships, asset classes, and investment strategies, to effectively signal this risk within an investment organization, and to drive well-coordinated retention strategies.
• Strong interpersonal, organizational, and problem-solving skills, known as a collaborative and diplomatic team player.
• Exceptional written and verbal communication skills, able to articulate complex concepts to diverse audiences.
• Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues.
• Highly motivated, intelligent, with a track record of integrity and service excellence; self-starter, entrepreneurial, and goal oriented.
• FINRA Series 7, 63 and/or 6

Preferred:

• CFA, CAIA, CFP, and/or MBA highly desired
• Location - Preferably in Western US

FINRA Requirements

FINRA licenses are required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

City:

State:

Community / Marketing Title: Institutional Client Service Executive - Western US Territory

Company Profile:

Location_formattedLocationLong: California, US

CountryEEOText_Description: 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.