Senior Client Operations & Onboarding Leader

T. Rowe Price; Baltimore (MD); Hybrid; USD 132,000 - 225,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Job summary

T. Rowe Price is seeking a Senior Director-level professional to lead client account management for institutional and intermediary clients.

You will oversee onboarding and ongoing servicing across multiple investment vehicles, acting as a subject matter expert and internal advocate. In this hybrid role, you will collaborate with Relationship Management, Operations, and Legal to deliver superior client outcomes, manage risk, and drive continuous improvements in servicing for a sophisticated

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 10+ years of total relevant work experience.
• Direct Separate-Account or Subadvised client servicing experience (deep understanding of the full end-to-end lifecycle for institutional, intermediary, and other complex professional client relationships).
• Stakeholder management—build collaborative networks and manage expectations.
• Relationship management—develop trusted relationships with institutional and other professional clients.
• Industry expertise in asset management and professional client landscape.
• Organizational discipline with attention to detail and deadlines.
• Influencing for results; advocate for optimal professional client outcomes while managing ambiguity.

Responsibilities

• Holds accountability for event management and service across the professional client lifecycle.
• Gives focus to ongoing investment operational needs of the most complex professional clients.
• Communicates regularly with complex professional clients and service providers to deliver high-quality services.
• Monitors requests for new or enhanced client services and communicates changes to maintain a competitive edge.
• Coaches and guides client contacts and stakeholders with limited experience.
• Partners with Leadership to establish robust oversight and compliance standards.
• Fosters collaboration with Relationship Management, Investment Operations, Legal & Compliance to align execution.
• Drives process improvements and best practices that enhance efficiency and client outcomes.

Skills

Stakeholder management

Relationship management

Industry expertise

Organizational discipline

Influencing for results

Consultative approach

Critical thinking & analysis

Team collaboration

Education

Bachelor's degree or the equivalent combination of education and relevant experience

10+ years of total relevant work experience

Job description

T. Rowe Price is seeking a Senior Director-level professional to lead client account management for institutional and intermediary clients.

You will oversee onboarding and ongoing servicing across multiple investment vehicles, acting as a subject matter expert and internal advocate. In this hybrid role, you will collaborate with Relationship Management, Operations, and Legal to deliver superior client outcomes, manage risk, and drive continuous improvements in servicing for a sophisticated