Relationship Management Associate, US Institutional

Role Summary

The Relationship Management Associate (RMA) supports the US Institutional business by partnering with senior relationship managers to drive client engagement, support sales and retention efforts, and coordinate regional activities across a diverse institutional client base.

This role works cross-functionally across the firm to prepare senior relationship managers to deliver high-quality client experiences that drive commercial outcomes. The RMA plays a key role in managing day-to-day client interactions, supporting pipeline development, and contributing to the achievement of sales objectives.

Responsibilities

• Partner with relationship managers to support the retention and growth of institutional clients. Develop an understanding of client needs, business objectives, and market dynamics to help identify and advance opportunities.
• Serve as a primary internal point of contact for day-to-day client activity, ensuring timely, accurate, and high-quality responses. Coordinate across internal teams to deliver solutions, resolve issues, and maintain strong client satisfaction.
• Support lead generation and pipeline management through search activity, client research, market insights, and proactive engagement. Assist in positioning products and solutions aligned to client needs and firm capabilities.
• Collaborate with partners across distribution, marketing, client operations, and investment teams to support client service activities, campaigns, and strategic projects. Contribute to the development of messaging and materials.
• Analyze client activity, performance metrics, and industry trends to inform strategies and identify opportunities. Support reporting, tracking, and continuous improvement of sales and relationship outcomes.

Qualifications

Required:

• Bachelor’s degree or equivalent experience
• 3+ years of relevant experience in asset management, institutional sales, or client service
• This role requires FINRA Series 7 and 63 licenses. Licenses may be obtained within first 6 months of hire if not currently held.  

Preferred:

• Strong project management, organizational, and multitasking skills
• Excellent communication skills (written and verbal)
• Creative thinker with professional maturity and ability to engage stakeholders at all levels, specifically senior management
• Proficiency in Excel, PowerPoint, and leveraging technology/AI for efficiency
• Progress toward or interest in obtaining the CFA designation 

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