II Private Wealth Services Relationship Manager

Role Summary

The Relationship Manager is responsible for driving business growth, deepening client relationships, and delivering a high-quality client experience through meaningful and compliant engagement. The role acts as a point of contact for 800-1000 clients with between $2-$5M in summit balances held at T. Rowe Price. This role focuses on uncovering client needs, identifying outside asset opportunities, and generating referrals that contribute to organizational results. The Relationship Manager builds credibility with clients by using relevant branding language and connecting them with senior investment or advisory partners when appropriate.

Success in this role is measured through a combination of business results, client engagement, and service quality. Key areas of focus include generating closed referral dollars, increasing advice referrals and RAS conversion, completing and scheduling client meetings, maintaining strong call and email activity, incorporating coaching feedback, and ensuring full compliance in client transactions and communications.

Responsibilities

Drive Business Results:

• Uncover outside assets by asking thoughtful, meaningful questions to better understand clients’ needs and overall financial picture.
• Identify referral opportunities and contribute to business growth through opportunity creation and internal referrals.
• Generate and support advice referrals and help drive RAS conversion outcomes.
• Use relevant and consistent branding language when referring clients to Senior Investment Counselors or Senior Advisors to build confidence and credibility.
• Support the achievement of defined business development and referral goals aligned with organizational priorities.

Drive Meaningful Client Engagement:

• Build and strengthen relationships with an assigned book of clients through proactive outreach and excellent service.
• Conduct and schedule client meetings, including meetings completed directly and those arranged for Senior Investment Counselors or PCG partners.
• Maintain consistent inbound and outbound activity through calls and emails to support relationship development and responsiveness.
• Learn and document clients’ financial goals as well as relevant personal interests to enhance relationship quality and service.
• Establish effective time and book management practices to ensure client needs are addressed promptly and no requests are overlooked.
• Keep clients informed on the status of requests, next steps, and progress toward resolution.

Deliver High-Quality and Compliant Service:

• Resolve client requests and roadblocks efficiently while maintaining a strong service standard.
• Review client transactions and communications carefully to ensure accuracy, completeness, and compliance with firm requirements.
• Apply coaching, training, and feedback to continuously improve effectiveness in the role.
• Demonstrate sound judgment in client interactions and escalate issues when appropriate.
• Support a culture of compliant, meaningful engagement in all client-facing activities.

Qualifications

Required:

• Bachelor’s degree or equivalent combination of education and relevant experience
• 2+ years of relevant experience in relationship management, client service, business development, sales support, or a related function
• FINRA Series 7 (candidate will be supported in obtaining it and must be obtained within 90 days of hire)
• FINRA Series 66 (candidate will be supported in obtaining it and must be obtained within 90 days of hire)
• CRPC (candidate will be supported in obtaining it and must be obtained within 90 days of hire)

Preferred:

• Experience in both client service and sales within financial services, wealth management, or asset management.
• Knowledge of wealth management products and services, T. Rowe Price investment offerings, and broader market trends, with the ability to apply that knowledge in client conversations and identify relevant opportunities.
• Strong organizational, communication, and time management skills, with the ability to manage a book of clients, balance competing priorities, and operate effectively in an evolving wealth management environment
• Strong communication skills with the ability to build trust and uncover client needs through effective conversations
• Ability to manage multiple client requests and priorities with strong organization and follow-through
• Commitment to accuracy, compliance, and high-quality client service
• Fully licensed candidate with Series 7 and Series 66

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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