Senior Client Account Manager

Role SummaryDevelops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.ResponsibilitiesWorks directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement PlanResponsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicableGrow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaignsWill organize, facilitate, and present in meetings with clients (in-person or virtual)Uses creative problem solving and effective communication to navigate complex situations with internal/external business partnersLeverages effective planning and organizing skills to maintain plan oversight and complete service needs for clientsMay provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutionsParticipates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvementsResolves moderately complex or specialized client issues; conducts research and reporting to resolve these issuesEscalates highly complex issues to management or senior staffWorks with internal business partners and clients on adoption of new products, platforms, and servicesTravels and presents at client sales and rebid meetings QualificationsRequired: Bachelor's degree or the equivalent combination of education and relevant experience AND5+ years of total relevant work experiencePreferred: Client facing experienceRetirement Plan/ 401(k) knowledgeExperience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan auditsTRAC or OMNI Recordkeeping system knowledge a plusEffective presentation skillsStrong written and verbal communicationResearch and problem-solving skillsProject Management knowledge a plusFINRA RequirementsFINRA licenses are not required and will not be supported for this role.Work FlexibilityThis role is eligible for full time remote work.
FINRA RequirementsFINRA licenses are not required and will not be supported for this role.Work FlexibilityThis role is eligible for full time remote work.




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Senior Client Account Manager




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Maryland, US




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Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

•Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
•Flexible and remote work opportunities
•Health care benefits (medical, dental, vision)
•Tuition assistance
•Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.





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