National Account Manager needed! Apply today. (3509 hits)
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
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.
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.
MBA, CFA, CFP or CIMA
7 years of senior level Institutional or Intermediary Sales/Client Service experience for an asset manager
Proven ability to manage complex accounts with a diversity of service needs.
College degree and 10 years of related work experience1
Series 7 and 63 Licenses
Superior communication/presentation skills
Advanced investment/product knowledge
Advanced relationship management/sales skills
Ability to establish rapport and interact with client senior management
Ability to act as ambassador for entire TRP platform Advanced knowledge and understanding of TRP mutual fund and subadvised policies
Able to follow a disciplined approach to targeting potential business
Able to establish credibility and rapport by balancing persistence with relaxed follow-up
Consultative selling skills
Able to apply systemic approach to problem solving and effectively use data and analytical tools.
Able to focus a high level of energy on activities that provide results
Demonstrates the ability to identify opportunities and take appropriate action
Able to approach work in a clear goal oriented way