Senior Client Account Manager- Retirement Plan Services

*This is a remote based eligible role with up to 10% travel.

ROLE SUMMARY

Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.

WHAT TO EXPECT IN THIS ROLE

• Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan

• Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable

• Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns

• Will organize, facilitate, and present in meetings with clients (in-person or virtual)

• Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners

• Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients

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RESPONSIBILITIES

• Requires working and conceptual knowledge in their own job discipline

• Performs a range of assignments related to a job discipline

• Accountable for their own work and effective coordination of process and information with others

• Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments

• Maintains communication with assigned clients to meet or exceed their operational and administrative needs

• Regularly consults with assigned clients to maintain a positive relationship and proactively uncovers ways to improve the daily operations of the plan

• May support development of a service strategy, depending upon the client complexity and retention risk

• Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan

• May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions

• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience.

• Helps develop and implement process improvements

• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues

• Escalates highly complex issues to management or senior staff

• Works with internal business partners and clients on adoption of new products, platforms, and services

• Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption

• Travels and presents at client sales and rebid meetings

• Works with internal partners on best practices and service value to position to win

QUALIFICATIONS

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience

Preferred:

• Client facing experience

• Retirement Plan/ 401(k) knowledge

• Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits

• TRAC or OMNI Recordkeeping system knowledge a plus

• Effective presentation skills

• Strong written and verbal communication

• Research and problem-solving skills

• Project Management knowledge a plus

WORK FLEXIBLITY

This role is eligible for a remote work arrangement.

FINRA REQUIREMENTS

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

WORK FLEXIBILITY

This role is eligible for full time remote work.

* Expected salary starts at $90,000 plus bonus based on experience.

Regional Requirements:

Base salary range:

$83,000 - $141,000 USD for the locations of: Colorado and the State of Washington

$103,500 - $177,000 USD for the locations of: California and New York