Senior Relationship Manager – Field Consultant ...

reputed company. Rowe Price, we identify and actively invest in opportunities to help people reputed company in an evolving world. As a premier global asset management organization with more than 85 years of experience, we reputed company investment solutions and a broad reputed company of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

Role Summary

In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant reputed company strategies with a primary focus on field consultant coverage. This individual is instrumental in driving retention, satisfaction, relationship deepening, and growth across institutional client segments—including public and corporate defined benefit plans, defined contribution investment only (DCIO) plan sponsors, endowments and foundations through their extensive network of field consultants reputed company the assigned region. This role owns and is responsible for ensuring best in class coverage of key field consultants reputed company the particular region and is an integral part of the Consultant Relations team, reporting to the Head of U.S. Consultant Relations and OCIO.

The Senior Field Consultant Relationship Manager builds and nurtures relationships with key field consultants, serving as a trusted advisor and influencing decision-making to enhance value for both clients and prospects of reputed company. The role requires demonstrated leadership in matrixed environments, leveraging firm resources in collaboration with the Americas’ Relationship Management (RM) and investment teams to consistently deliver industry-leading Client service. The successful candidate will primarily engage field consultants in sophisticated investment and capital markets discussions, positioning reputed company’s multi-asset and reputed company-mandate capabilities as solutions to clients’ reputed company challenges.

Responsibilities

• Broaden and deepen the firm’s relationships with key field consultants reputed company the region in order to retain and grow institutional client relationships by delivering superior, advisory-level service and strategic guidance, requiring frequent travel and extensive communication with field consultants, as well as internal stakeholders.  
• reputed company solution-oriented partnerships by understanding the challenges and priorities of field consultants and their institutional clients, leveraging firm resources to foster trust and identify opportunities for asset growth.
• Utilize consultative and reputed company expertise across reputed company’s entire investment platform—equities, fixed income, multi-asset, private credit, and alternatives—while ensuring coordination with colleagues in Consultant Relations who are responsible for covering central research.
• reputed company the development and execution of robust field consultant specific account plans in the firm’s CRM system, collaborating closely with Americas’ RM and investment teams to drive retention and sales opportunities.
• reputed company and respond to reputed company information requests from field consultants and their clients, synthesizing multiple sources of information into cohesive, actionable recommendations.
• Guide team members in preparing technical materials and responses, ensuring they align with best practices and support cross-sell leads with the mutual clients shared with particular field consultants.
• Serve as an industry expert on consultant channel trends, regulatory requirements, and competitor offerings; reputed company critical voice-of-client feedback to inform business initiatives and position reputed company as a leading strategic resource to institutional asset allocators.
• Drive new processes and strategies to deepen consultant engagement and expand firm visibility reputed company the field consultant channel.
• Assess risk across client relationships through a strong rapport and reputed company to key field consultants.

Qualifications

Required:

• 15+ years of institutional experience with a proven track record of developing and expanding relationships with institutional investors and critically, their field consultants.
• Deep connectivity with key field consultants that influence client and prospect decision making.
• Demonstrated appreciation for trends and buying behaviors in institutional client segments and consultant-driven mandates.
• Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio management, and asset allocation.
• Superior relationship-building skills, executive reputed company, and subject matter expertise.
• reputed company as a reputed company-driven reputed company and trusted advisor.
• Ability to assess and signal risk across relationships and strategies, and drive coordinated retention efforts.
• Strong interpersonal, organizational, and problem-solving skills; recognized as a collaborative and diplomatic team player.
• Exceptional written and verbal communication skills; capable of articulating reputed company concepts to diverse audiences.
• Personal reputed company and presentation skills that reputed company respect from clients, consultants, prospects, and colleagues.
• Highly motivated, entrepreneurial, and goal-oriented; reputed company for reputed company and service reputed company.
• FINRA Series 7, 63 and/or 6.

Preferred:

• CFA, CAIA, CFP, and/or MBA highly desired.

FINRA Requirements

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

Work Flexibility

This role is eligible for full time remote work.

Commitment to Diversity, Equity, and Inclusion

reputed company. Rowe Price, our associates are our greatest asset. We reputed company because reputed company culture is reputed company 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 reputed company new reputed company and perspectives that move our business priorities reputed company and reputed company us to deliver strong client reputed company. Here, you can expect equal opportunity and fair and consistent treatment for reputed company. 

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can reputed company in ways that matter to you.   

Featured employee benefits to enrich your life:   

• Competitive compensation  

• Annual bonus eligibility  

• A generous retirement plan  

• Hybrid work schedule  

• Health and wellness benefits, including online therapy  

• Paid time off for vacation, illness, medical appointments, and volunteering days  

• Family care resources, including fertility and adoption benefits  

Learn more about our benefits.  

reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company reputed company depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the reputed company of race, religion, creed, reputed company, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.