T Rowe Price Group, Inc
Separately Managed Accounts (SMA) Implementation Manager
T Rowe Price Group, Inc, Maryland Line, Maryland, us, 21105
Requisition Number:
71629
Position Title:
External Description:
Team Summary:
The Managed Accounts Implementation team is responsible for leading Sponsor program and client onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The group 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 team proactively identifies and addresses all client operational needs, offering and developing solutions to optimize the client experience related to Sponsor and client on-boarding, offboarding and lifecycle events in between.
Role Summary:
Responsible for complex onboarding activities related to client operations and anticipating issues that can arise. Reviews and identifies issues, reports findings, and provides preliminary recommendations. Resolves complex operational issues as required, in accordance with regulatory requirements and consumer laws.
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 issuesCommunicates 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 AND5+ years of total relevant work experiencePreferred Qualifications:
Operational expertise and knowledge of requirements and the process for onboarding Managed Account Sponsors and clients.Knowledge of the investment management operations landscape and trendsExperience working with Managed Account product rangesProven project management skills and capabilities in cross functional environmentsCritical thinking, analysis and interpretation of dataPerforms well under time-sensitive deadlinesIndependent worker who is results drivenStrong client management and relationship building skillsExcellent communication and interpersonal skillsAbility to manage multiple priorities; flexibleAbility to communicate technical concepts and ideas to non-technical audienceExperience with 3rd party vendor engagement and partnershipsPossess excellent organizational skillsAbility to identify potential issues and escalate appropriatelyAbility to navigate through internal and client organizations for decisions and sign-offProven ability to identify and develop process improvement changesExperience coordinating and directing cross-functional teamsExposure 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 eligible for remote work up to two days a week.
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).
City:
State:
Community / Marketing Title:
Separately Managed Accounts (SMA) Implementation Manager
Company Profile:
Location_formattedLocationLong:
Maryland, US
CountryEEOText_Description:
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.
71629
Position Title:
External Description:
Team Summary:
The Managed Accounts Implementation team is responsible for leading Sponsor program and client onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The group 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 team proactively identifies and addresses all client operational needs, offering and developing solutions to optimize the client experience related to Sponsor and client on-boarding, offboarding and lifecycle events in between.
Role Summary:
Responsible for complex onboarding activities related to client operations and anticipating issues that can arise. Reviews and identifies issues, reports findings, and provides preliminary recommendations. Resolves complex operational issues as required, in accordance with regulatory requirements and consumer laws.
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 issuesCommunicates 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 AND5+ years of total relevant work experiencePreferred Qualifications:
Operational expertise and knowledge of requirements and the process for onboarding Managed Account Sponsors and clients.Knowledge of the investment management operations landscape and trendsExperience working with Managed Account product rangesProven project management skills and capabilities in cross functional environmentsCritical thinking, analysis and interpretation of dataPerforms well under time-sensitive deadlinesIndependent worker who is results drivenStrong client management and relationship building skillsExcellent communication and interpersonal skillsAbility to manage multiple priorities; flexibleAbility to communicate technical concepts and ideas to non-technical audienceExperience with 3rd party vendor engagement and partnershipsPossess excellent organizational skillsAbility to identify potential issues and escalate appropriatelyAbility to navigate through internal and client organizations for decisions and sign-offProven ability to identify and develop process improvement changesExperience coordinating and directing cross-functional teamsExposure 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 eligible for remote work up to two days a week.
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).
City:
State:
Community / Marketing Title:
Separately Managed Accounts (SMA) Implementation Manager
Company Profile:
Location_formattedLocationLong:
Maryland, US
CountryEEOText_Description:
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.