[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

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