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T. Rowe Price Client Engagement Acquisition Manager II in Colorado Springs, Colorado

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

Client Engagement Managers lead and run a group of Senior Financial Consultants who concentrate their efforts on our prospects and high net worth clients. The day to day outlook is focused on closing sales opportunities, client check-ins, sales pipeline management, and helping to deliver an outstanding client experience.

Role Summary

Directs a large team of professional staff. Guides professionals, responsible for selling the organization's products and services to regional, complex clients and/or client retention and account growth. May continue to sell to/advise a limited portfolio of key clients. Contributes to regional achievement of sales targets.

Responsibilities

  • Identifies areas of focus for achieving incremental growth and implements protocols to guide Sales and Relationship Management teams in integrating these focus areas into their sales and relationship management strategies.

  • Implements changes to the sales and relationship management process and activities to increase efficiency, incremental account growth, client retention, and sales wins. Collaborates with other sales, relationship management, and client services teams to ensure a seamless sales and client experience and coordinate levels of service across the business. Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution. Analyzes trends on escalated service issues, developing process improvement recommendations.

  • Tracks and reports on sales strategy/relationship plan and results for the region. Implements and reports on function metrics and dashboards. Coaches and guides assigned staff on improving the execution of the relationship plan and achieving annual goals, as well as stretch goals or longer-term objectives.

  • Recruits, directs, motivates, and develops staff/management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality. Accountable for the financial and human resources of a large department/multiple departments

Qualifications

Required:

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

  • 8+ years of total relevant work experience

  • 2+ years of management experience

  • Series 7 and 66

    Preferred:

  • 24 (obtained within 6 months of hire)

  • CRPC

  • Experience holding individuals accountable to meeting sales targets

Job Family Group: Sales and Relationship Management

Job Family: Sales

Track and Level: L1

Minimum salary (USD) starts at:

69300

(Colorado only*) Salary range minimum is one component of our total compensation and benefits package. *Note: Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. Please view What We Offer (https://www.troweprice.com/corporate/en/careers/what-we-offer.html) to see what's available to you.

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, colour, 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.T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.

Not ready to apply? Join our Talent Community (https://troweprice.gr8people.com) !

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