National Account Manager needed! Apply today.
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Posted By: Hija Chang on April 19, 2012 PRIMARY PURPOSE OF THE POSITION Maintains and grows key global or national relationships within Third Party Distribution (TPD), focusing on the largest TPD clients and prospects (primarily tier 1) with complex service requirements including sub advisory. . Uses well developed relationship management skills to influence the investment selection process with larger Third-Party Distribution (TPD) clients and will provide world class service and guidance at key touch points in the client organizations PRINCIPAL RESPONSIBILITIES KEY ACCOUNT MANAGEMENT Responsible for relationship management of larger clients in Third Party Distribution. Works independently with assigned gatekeepers and is responsible for assigned clients NNF goals (revenue). Sets and manages meetings, marketing, and entertainment budget for assigned clients. Key touch points include the CIO, Research Analysts, Product Manager, Fund Board, and key internal and external sales professionals. Aligns T. Rowe Price (TRP) resources (senior management, PM access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service in order to build customer loyalty and satisfaction. Advocates on behalf of firm's internal mutual fund and sub-advisory policies by negotiating fee arrangements and service agreements, providing investment reviews to sophisticated audiences, while maintaining a high level of industry knowledge, familiarity of the client's business strategy, product and distribution structure. Ensures overall service plan continuity by maintaining alignment of multiple internal and external parties. Identifies/communicates assigned relationships' trends for input into planning cycle. Role also entails retaining accounts during periods of underperformance. Incumbent must meet performance goals that are benchmarked against internal and third party customer satisfaction ratings, AUM and net new flows. NEW BUSINESS DEVELOPMENT Responsible for new business development including cross-selling to assigned relationships, interfacing with investment gatekeepers, new relationship generation in various channel, and prospecting to more complex opportunities. Evaluating and identifying strategic prospects and developing and executing a business development plan for capitalizing on those opportunities. BUSINESS MANAGEMENT Develops annual client service plans for assigned clients and monitors progress. Identifies/communicates assigned relationships' trends for input into planning cycle. Responsible for coordinating with sales and advisor services as well as marketing client advocates any wholesaler/producer meetings support and facilitating the process of introducing clients to the Distribution support team. Additionally timely inputting of activities and opportunities into the CRM system will also be monitored. QUALIFICATIONS Preferred
Required
T. Rowe Price is an Equal Opportunity Employer Click this link to view and apply for this job! If you enjoyed this article, Join HBCU CONNECT today for similar content and opportunities via email! |
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Hija Chang
Management, See Moss Interactive Central State University class of 2021 Member Since January 2011 |
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