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Relationship Management Associate- U.S. Institutional – 67463

T. Rowe Price
August 18, 2023
San Francisco, California
Job Type
  • Maryland


There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.



T. Rowe Price has been serving the investment needs of institutional clients and the investment consultant community for decades and this continues to be a strategic focus for the firm. The Relationship Management Associate (RMA) plays an integral role in support of U.S. Institutional clients and their consultants. The RMA works in partnership with our U.S. sales, consultant relations and client service executives to deliver a competitive offering of white glove services and investment solutions to meet client objectives. Primary responsibilities include strategic client research, meeting planning and execution, client/prospect account management, and other RM-specific activities. This role has direct interaction with investment decision-makers and will act as a subject-matter expert for their select region with internal stakeholders. The primary objective is to take the lead in the delivery of day-to-day activities that optimize the client experience and drive growth.



Responsible for partnering with sales and client service executives on sales and revenue generation and/or client relationship management for larger/more complex accounts in a designated region. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Continues to build industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Works with RMs on assigned larger/more complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings. May advise less experienced professionals on compliance with policies and programs. Responsible for the achievement of moderate sales targets.


  • Partners with RMs to sell the organization's products and/or services to assigned clients and promotes firm services and offerings to assigned clients based on understanding of clients' business objectives. Participates in the negotiation of sales of products and services across assigned departments within the business unit as necessary, and in structuring deals in the best interests of the client and the firm. Identifies and qualifies prospects for RMs, develops a “trusted advisor” relationship, and helps them find solutions to address their needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units, as necessary.

  • Partners with marketing team contacts and other sales teams to drive targeted marketing programs and review engagement analytics. Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction.

  • Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs.

  • Acts as subject-matter expert for all regional RM partners. Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate regional sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.

  • Negotiates/concludes sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Seeks final approval from all required parties.

  • Direct assignment for tier three & tier four clients, including full scope of client service responsibilities



  • College Degree with concentration in business or finance

  • 5+ years’ experience within asset management industry


FINRA Requirements

FINRA licenses are required and will be supported for this role: FINRA Series 7 and 63


Work Flexibility

This role is eligible for remote work up to two days a week.


Regional Requirements

Wage Transparency Disclosure* - Base salary range for the location(s) of:

San Francisco, CA: $101,000 - $150,000 USD Annual


*Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Salary range disclosure as required by sb19-085 when hiring in Colorado, S9427A when hiring in New York, SB 1162 when hiring in California, and SB 5761 when hiring in the State of Washington.


Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.


Benefits: We invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible and remote work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)


Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.


T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, 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.

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