Relationship Management 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.

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

This position will provide servicing and sales support to the UK Distribution efforts in building a diversified business, with a focus on the intermediary team. The successful applicant will have the opportunity to be part of a vibrant team working in a fast paced and friendly environment with several Relationship Managers (RMs) both telephone and field based across multiple regions (primarily London), and will be an integral part of making sure the region runs smoothly by supporting the RMs in a variety of ways including meet preparation and follow up, reporting and research, Salesforce management, managing pipeline and opportunities and liaising with other teams across the business such as RFP, Presentations, Marketing and Operations.

Provide client service and sales support (generally office‑based) of a high quality for the team’s intermediary clients and relationship managers, adhering to standardised sales management best practices including effective sales territory and diary management, and working to activity targets and minimum client servicing requirements.

• Responding to ad‑hoc client requests within an agreed service level
• Facilitating the implementation and/or delivery of client reports
• Requesting Requests for Proposal, Due Diligence questionnaires or any non‑standard presentation materials for anticipated client sales pitches, meetings or events
• Proactively planning for and attending client meetings as appropriate
• Completing any client/internal meeting notes and follow‑up as agreed with the relationship manager
• Providing support for other RMA’s
• Covering adhoc requests from the Institutional Relationship Managers (overflow and holiday cover)
• Maintaining client records and contacts in a Client Relationship Management system
• Using excellent judgment in involving the relationship manager to facilitate issue resolution and proactively proposes/provides solutions to problems
• Assist relationship managers in preparation for client meetings, ensuring client kits and internal notes are delivered to a high standard and in good time
• Liaises closely with Global Marketing in relation to any planned client communication or events and assists with client‑related preparation
• The incumbent will be responsible for preparing, together with the relationship managers, details of client contacts for any communication and for following up after any event or activity as assigned
• Attends internal client co‑ordination meetings along with the relationship manager, ensuring any pertinent information is recorded within the client records and that any important updates are circulated to the RM team and other key stakeholders
• Builds a thorough understanding of key investment strategies and establishes relationships with the investment teams
• Develops detailed understanding of the applicable investment vehicle structures
• Proactively identifies and raises suggestions for improvements to the quality and effectiveness of processes and customer service
• The incumbent may be required to participate in or represent the UK Intermediary team and its…