Client Relationship Management:
- Directly manage sales and relationships for large, complex accounts.
- Serve as a consultant to clients, providing tailored recommendations.
- Maintain deep knowledge of assigned clients and their business needs.
Drive Sales and Strategic Growth:
- Promote the distribution of T. Rowe Price investment management strategies.
- Achieve territory sales goals and key performance aligned with strategic objectives.
- Develop and execute an annual territory business plan, adjusting strategies as needed.
Service Excellence & Resource Alignment:
- Ensure high client satisfaction through timely responses and efficient problem resolution.
- Align T. Rowe Price resources to deliver world-class service and build customer loyalty.
- Coordinate sales opportunities across T. Rowe Price business units.
T. Rowe Price
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. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.