Senior Director, Global Client Services & Onboarding

T. Rowe Price

Baltimore (MD)

On-site

USD 150,000 - 230,000

Full time

3 days ago
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Job summary

T. Rowe Price is seeking a senior leader to manage professional client accounts, focusing on onboarding, servicing, and ongoing client operations for institutions, intermediaries, and insurance clients.

You will partner with cross-functional teams to deliver best-in-class service and ensure clients' needs and expectations are met. The role requires deep understanding of the end-to-end client lifecycle, industry trends, and an ability to implement process improvements that enhance operational

Responsibilities

  • Holds accountability for event management and service across the professional client lifecycle, including onboarding, change, and day-to-day servicing.
  • Gives specific focus to the ongoing investment operational needs of the most complex professional clients, including institutions, intermediaries, insurance clients, and other non-retail client segments, using data trends and analysis to support complex operational needs.
  • Addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to elevate issues.
  • Communicates on a regular basis with highly complex professional clients and their service providers, including intermediaries, consultants, platforms, custodians, administrators, and insurance-related stakeholders, to deliver high-quality services.
  • Monitors requests for new or enhanced client services, potential risk, and trends in service and communicates through appropriate channels within the organization to champion and influence changes that maintain a competitive edge in the industry and manage risk to the firm.

Job description

T. Rowe Price is seeking a senior leader to manage professional client accounts, focusing on onboarding, servicing, and ongoing client operations for institutions, intermediaries, and insurance clients.

You will partner with cross-functional teams to deliver best-in-class service and ensure clients' needs and expectations are met. The role requires deep understanding of the end-to-end client lifecycle, industry trends, and an ability to implement process improvements that enhance operational

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