Manager, Client Implementation Management

Role Summary:

The Client Implementation Manager leads institutional client and T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The role is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The role will be regionally focused and will form part the global Client Implementation Management function and may, from time to time, be required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. Role is expected to proactively identify and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

About This Job:

Responsible for complex activities related to client operations and anticipating issues that can arise. Reviews data analysis to identify issues, reports findings, and provides preliminary recommendations. Resolves complex operational issues as required, in accordance with the regulatory requirements and consumer laws.

Job Summary:

• Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines
• Leads projects or work streams within broader projects
• Accountable for work of self and sometimes others, provides process and standards advice in area of specialty
• Works independently, receives minimal guidance
• Acts as a resource for colleagues with less experience

Responsibilities:

• Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
• Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues.
• 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.

Typical Qualifications:

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

Preferred Qualifications:

• College/University degree and 6 years of related work experience, OR
• Associate degree and 8 years related work experience, OR
• High School diploma/equivalent and 10 years related work experience
• Operational expertise and knowledge of requirements and the process for onboarding institutional clients. Knowledge of the investment management operations landscape and trends
• Experience working with separate accounts and commingled products
• Proven project management skills and capabilities in cross functional environments
• Critical thinking, analysis and interpretation of data
• Performs well under time-sensitive deadlines
• Independent worker who is results driven
• Strong client management and relationship building skills
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities; flexible
• Ability to communicate technical concepts and ideas to non-technical audience
• Experience with 3rd party vendor engagement and partnerships
• Possess excellent organizational skills
• Ability to identify potential issues and escalate appropriately
• Ability to navigate through internal and client organizations for decisions and sign-off
• Proven ability to identify and develop process improvement changes
• Experience coordinating and directing cross-functional teams
• Exposure to project management systems, tools and methodologies

FINRA Requirements:

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

Work Flexibility:

This role is