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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.
Join us for the opportunity to grow and make a difference in ways that matter to you.
About the Role
T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally. This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries.
This position offers a unique opportunity to expand and deepen T. Rowe Price’s significant presence in alternative investments by ensuring excellent client service across all of T. Rowe Price’s Alternative products.
Role Summary
- 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.
Responsibilities
- 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.
Qualifications
Required:
- 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
Preferred:
- Advanced degree or designation preferred (e.g. MBA, CFA, CAIA, CIMA)
- Series 7 & 63 preferred; must obtain within 3 months of hire
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California
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.
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
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
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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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