Regional Leader - Client Account Services North America

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.

Join us for the opportunity to grow and make a difference in ways that matter to you.

The Client Account Management teams (CAM) work in conjunction with Global Distribution teams to support, retain and grow client and prospect relationships. CAM consists of the Client Account Services Team (CAS) and the Client Implementation Management Team (CIM).

CAS North America Associates are responsible for supporting the client journey and facilitating the end-to-end operational service experience of the firm’s professional clients in North America (NA), partnering closely with Global Distribution Relationship Managers and internal process stakeholders, understanding the intended business strategy for developing and supporting our relationship with each client.

CAS Associates will work closely with the Client Implementation Team, to ensure client intent and needs are fully understood, for any new or evolving business, liaising with the client throughout to optimize the client experience during onboarding and client lifecycle change events. The group is regionally focused but expected to operate with a global lens. Projects and initiatives are coordinated globally where possible/appropriate.

Primarily supporting the NA region, the Director of the CAS NA Team oversees the team of CAS NA Associates providing operational service to support the needs of our clients across multiple investment vehicles offered by T. Rowe Price (TRP) as well as for clients that enter into discretionary or advisory business services with us, providing a single point of service contact in respect of all operations related activities or queries.

The role sits within our Client Account Management Team, which is part of Global Client Account Services (GCAS). The position requires the candidate to deliver a high standard of client service across the entire client book as well as managing the same high performance through others. In this role, you will play an active role working with your global counterparts to help drive evolution and transformation in our globally aligned service approach, contributing to our continued future success.

Together with your team and partners, you will proactively develop service strategies/plans for our clients and demonstrate high levels of ownership and accountability for ensuring client service needs are met and exceeded, through core operational service delivery and differentiated service support where applicable. You will maintain a robust control environment, maintaining internal records to ensure we stay on top of and in front of the operational client service experience and associated risks.

The position operates independently to carry out various responsibilities supporting client accounts through both direct relationships and via those of the Relationship Management team. Partnering with multiple internal departments as well as external custodians, vendors and administrative service providers the CAS Director will facilitate or ensure successful daily operational running of client accounts, drive query or issue resolution and escalate any operational/administrative concerns.

The CAS Director will at times act as a…