Alternatives Solutions – Senior Client Service Associate

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

* 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.
* 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.
* 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

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.

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
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