SMA Client Account Services Manager

About the Team

The Managed Accounts Service team oversees the daily operations of T. Rowe Price’s Separately Managed Account (SMA) business, including the management of our vended middle office service provider, Archer. As subject matter experts in SMA operations, the team is responsible for handling all internal and external inquiries, ensuring comprehensive support across the firm.

The team acts as a central liaison between internal and external stakeholders, facilitating the completion of all documentation and operational requirements. By proactively identifying and addressing client operational needs, the team develops and implements solutions that optimize every aspect of the client experience.

Role Summary

Responsible for the daily operations of SMA client accounts and T. Rowe Price SMA strategies. Strong partnership is expected with our Distribution and Investment teams, ensuring we are showing up as “One T. Rowe” to our clients. Given the scope and volume of our potential requests, strong partnership will also be needed with multiple internal groups throughout T. Rowe Price as well as with our clients.

Responsibilities

• Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
• Facilitates resolution of operational requests and escalates complex, nonstandard servicing requirements by engaging more senior staff to develop applicable solution.
• Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements.
• Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Operational expertise and knowledge of trading, settlements, reconciliation, and investment management operations trends
• Strong critical thinking and data analysis/interpretation abilities
• Experience working with Managed Account product ranges and/or operations
• Ability to perform well under time-sensitive deadlines; independent and results-driven
• Ability to identify potential issues, escalate appropriately, and implement process improvements
• Effective communication skills, including explaining technical concepts to non-technical audiences
• Strong organizational skills, ability to manage multiple priorities, and flexibility
• Strong documentation skills
• Excellent client management, relationship building, and interpersonal skills
• Experience participating in and directing cross-functional teams
  
   

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

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

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).