Client Implementation Manager

troweprice; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

T. Rowe Price is seeking a Client Implementation Manager to lead institutional client onboarding and related lifecycle events.

You will coordinate cross-functional teams, manage complex change activities, and ensure regulatory and documentation requirements are met before inception dates. Ideal candidates have 5+ years of experience in onboarding institutional clients, strong project management and client-management skills, and the ability to communicate technical concepts to non-technical

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience.
• Operational expertise with onboarding institutional clients is preferred.
• Experience with separate accounts and commingled products is preferred.
• Strong project management, analytical thinking, and client relationship skills.

Responsibilities

• Oversees onboarding and change activities for institutional clients and related requests.
• Leads onboarding project calls with authority and delivers clear outputs.
• Partners with stakeholder teams to deliver solutions and results for clients.
• Works with local and global teams to ensure best practices are followed.
• Communicates with complex clients and service providers to ensure regulatory compliance.
• Drives process improvements to enhance client operations and lifecycle events.

Skills

Project management

Client management

Communication

Stakeholder management

Time management

Analytical thinking

Organizational skills

Education

Bachelor's degree or equivalent

Job description

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 confidence.

We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

About the Team

The Client Implementation Management team is responsible for facilitating and leading the onboarding process for both new and existing clients across various investment vehicles, including Institutional Separate Accounts and Sub-Advised accounts. The team maintains a comprehensive understanding of each client mandate's specific requirements and ensures that all key stakeholders are accountable for executing their respective responsibilities. The Client Implementation Management team oversees and project manages the onboarding process through to completion.

In addition to onboarding, the team manages change events throughout the client lifecycle, including coordinating transitions and terminations. The team also supports product launches-such as ETFs and mutual funds-and manages client onboarding into these products.

Role Summary

The Client Implementation Manager leads institutional client and T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The role is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The role will be regionally focused and will form part the global Client Implementation Management function and may, from time to time, be required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. Role is expected to proactively identify and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

Responsibilities

• Oversees and manages Onboarding and Change Activities for Clients. Escalates complex issues and requests to more senior staff as needed
• Contributes to the launch of TRP Products
• Partners closely with Stakeholder Teams to deliver solutions and strong results for clients
• Navigates a large and complex organization easily, forms good working relationships with business partners and leads Onboarding project calls with authority, providing excellent project management all times with concise & digestible output
• Works closely with Local and Global Team to ensure best practice within process is followed at all times
• Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements
• Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Operational expertise and knowledge of requirements and the process for onboarding institutional clients. Knowledge of the investment management operations landscape and trends
• Experience working with separate accounts and commingled products
• Proven project management skills and capabilities in cross functional environments
• Critical thinking, analysis and interpretation of data
• Performs well under time-sensitive deadlines and independent worker who is results driven
• Strong client management and relationship building skills
• Excellent communication and interpersonal skills; Ability to communicate technical concepts and ideas to non-technical audience
• Ability to manage multiple priorities; flexible; possess excellent organizational skills
• Experience with 3rd party vendor e