Senior 529 Client Relationship Lead | Hybrid

T. Rowe Price Hong Kong; Owings Mills (MD); Hybrid; USD 99,000 - 178,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus eligibility

Generous retirement plan

Health & wellness benefits

Job summary

T. Rowe Price is seeking a Lead Client Relationship Manager in Owings Mills, MD to oversee a large, complex 529 client relationship. You will coordinate client activities across investments, marketing, and operations while driving client satisfaction and retention.

The role requires 8+ years of experience, a bachelor's degree, and FINRA Series 7 and 63 licenses. A hybrid work arrangement with limited remote days is offered and a base salary range reflects market in Maryland and nearby states.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 8+ years of total relevant work experience.
• FINRA licenses (Series 7, 63) required.

Responsibilities

• Oversee a large (10B+) and complex 529 client relationship, ensuring satisfaction and timely response to client needs.
• Coordinate client activities across service, investments, marketing and operations.
• Develop and execute client service strategy and track key metrics.
• Identify growth opportunities and provide coaching to team members.

Skills

Strong verbal communication

Written communication

Detail oriented

Multitasking

Team collaboration

Education

Bachelor's degree

FINRA Series 7, 63

Job description

T. Rowe Price is seeking a Lead Client Relationship Manager in Owings Mills, MD to oversee a large, complex 529 client relationship. You will coordinate client activities across investments, marketing, and operations while driving client satisfaction and retention.

The role requires 8+ years of experience, a bachelor's degree, and FINRA Series 7 and 63 licenses. A hybrid work arrangement with limited remote days is offered and a base salary range reflects market in Maryland and nearby states.