Senior Alternative Investments Strategic Account Manager

Role Summary

T. Rowe Price, and its affiliates, has more than 8,000 associates and over $1.8 trillion in assets under management globally. This role will support the Alternatives & US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $800B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States.

T. Rowe Price is seeking a Senior Alternative Investments Strategic Account Manager to lead the development and execution of sales and relationship management strategies for Alternatives distribution across U.S. intermediary channels. This role presents a unique opportunity to expand and deepen T. Rowe Price’s presence in the advisor-sold market by growing relationships within highly complex national accounts and extending them into the alternatives space. Coverage includes large, sophisticated platforms across broker/dealers, RIAs, banks, and other intermediary firms.

This individual will own and develop relationships with key strategic clients, driving new business development and long-term revenue growth. The role is responsible for identifying and qualifying opportunities, building trusted advisor relationships, and delivering tailored solutions that align with client objectives.

Success requires a deep understanding of client businesses, market dynamics, and competitive positioning.

The ideal candidate brings extensive industry experience, a proven ability to influence senior stakeholders, and a track record of achieving meaningful sales outcomes in complex, highly visible client environments.

About This Position

• The position is part of the USI Alternatives business unit and will report to the Head of Alternative Investments Strategic Accounts.
• Direct interaction with Alternative Investments Leadership on client relationships to support the strategic and business management functions with client service, marketing, and distribution efforts.
• Manages complex projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Contributes to the identification and development of appropriate metrics.
• Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.
  • Partner with T. Rowe Price National Account Managers to define strategy and execute on the strategic account plan.
  • Ensure successful outcomes for meetings involving TRP subject matter experts.
  • Partner across the Wealth Management Home Office Sales teams to ensure proper alignment and understanding of client initiatives and policies.
  • Manage the client/prospect meeting needs from the point of intake to final close out of last follow up item, including conducting due diligence calls, on-site meetings, and select off-site meetings.
  • Travel as necessary and in accordance with TRP policy
• Analyzes complex data, trends, and strategies to keep up to date with client relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
• Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.
  • Stay current on industry trends and global markets; must be an expert in the wealth management channel; know the channel players, the structure, touch points, channel trends, challenges, etc.; attend relevant industry conferences as appropriate.

Responsibilities

• Developing and executing strategic account plans to generate and expand revenue pipelines across priority platforms
• Managing and growing relationships with high-profile, complex clients, ensuring satisfaction, responsiveness, and effective issue resolution
• Serving as a consultative partner to clients by aligning T. Rowe Price Private Equity, Oak Hill Advisors, co-branded solutions with Goldman Sachs, and an evolving suite of private markets strategies with client needs and long-term growth objectives
• Driving new business development with strategic prospects and converting opportunities into sustained partnerships
• Maintaining deep knowledge of industry trends, competitor offerings, and client priorities to inform strategy and positioning
• Coordinating cross-functional resources and collaborating across business units to deliver integrated solutions
• Ensuring adherence to sales practices, operational standards, and risk management protocols

Qualifications

Required:

• Proven experience working with National Account Relationships or Sales professionals
• College degree required and advanced degree or designation preferred (e.g. CFA, CAIA, CIMA)
• Series 7 & 63 required
• Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms

Preferred:

• Exceptional communication skills including written, verbal, and delivering presentations
• Strong organizational, time management, and relationship management skills
• Significant travel required

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.

Placement within the range provided above is based on the individual’s 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:

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