Alternatives Solutions – Senior Client Service Associate

About the Role

T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally. This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries.

This position offers a unique opportunity to expand and deepen T. Rowe Price’s significant presence in alternative investments by ensuring excellent client service across all of T. Rowe Price’s Alternative products. 

Role Summary

• The position is part of the Global Alternatives Distribution team and will report to the Head of Alternative Investment Solutions.
• This role is directly responsible for distribution of alternatives products and will work closely with peers on partner teams which include USI - Wealth Management (WM), Individual Investors (II), Americas (AAE), APAC and EMEA and Oak Hill Advisors (OHA).
• This is a sales enablement role, partnering with Alternative Investment Specialists and cross-channel generalist wholesalers to facilitate sales of alternative products.
• The role has location flexibility but with a strong preference for New York City or Baltimore.

Responsibilities

• Primary point of contact supporting internal distribution teams and external investment advisors with technical aspects of sales execution of Alternative products. This includes detailed knowledge of the industry’s distribution arrangements and processes applied to T. Rowe’s clients (broker-dealers, RIAs, Custodians, TAMPs, Transfer-Agents, Fund Admins and Digital Platforms).
• Subject matter expert for distribution teams on operational components related to delivery of Alts products across all channels - understands subscription, account servicing/maintenance, transfer and reporting workflows.
• Content creation/management experience with ability to design documents and articulate collateral requirements in order to deliver positive investor-servicing experience.
• Assisting with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition. 
• Work with internal teams to enhance data and reporting processes - ideal candidate has strong data skills/experience with business process automation, reporting/analytics and also stays up to date with leveraging the latest AI tools.
• Maintain and monitor transaction pipeline to ensure a smooth trading experience and ensure highest quality post-trade servicing.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• Prior experience in alternative sales enablement, investor-servicing and/or product management
• Minimum of 3+ years of Alts experience
• Knowledge of Alternatives operations for products such as interval funds, BDCs, private funds, etc.
• Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks and Retail Platforms
• Understands Alts digital distribution / technology platforms
• Exceptional communication skills including written, verbal, and delivering presentations
• Manage Virtual Data Rooms for due-diligence  
• Strong organizational, time management, and relationship management skills

Preferred:

• Advanced degree or designation preferred (e.g. MBA, CFA, CAIA, CIMA)
• Series 7 & 63 preferred; must obtain within 3 months of hire

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.