National Account Manager- Retirement
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for the client firms.
This includes working closely with many of our clientsâ business teams including investment research, product development, distribution leadership, and marketing, while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.
Responsibilities
Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account.
Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities.
Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication.
Stay current in understanding of our investment solutions in order to retain business.
Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.
Qualifications
Required:
Bachelor's degree AND
10+ years of national accounts management/research coverage experience
Series 7, 63, 3 (can obtain 3 in role)
Preferred:
Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMOâs)
CFA or CIMA designations
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$144,000.00 - $261,000.00 for the location of: Washington, D.C.
$144,000.00 - $261,000.00 for the location of: New York, California
Placement within the range provided above is based on the individualâs relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
08/31/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, youâll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for the client firms.
This includes working closely with many of our clientsâ business teams including investment research, product development, distribution leadership, and marketing, while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.
Responsibilities
Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account.
Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities.
Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication.
Stay current in understanding of our investment solutions in order to retain business.
Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.
Qualifications
Required:
Bachelor's degree AND
10+ years of national accounts management/research coverage experience
Series 7, 63, 3 (can obtain 3 in role)
Preferred:
Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMOâs)
CFA or CIMA designations
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$144,000.00 - $261,000.00 for the location of: Washington, D.C.
$144,000.00 - $261,000.00 for the location of: New York, California
Placement within the range provided above is based on the individualâs relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
08/31/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, youâll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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.