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Relationship Management Associate -- Insurance General Account (IGA) at T. Rowe Price in Baltimore, Maryland

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

The Relationship Management Associate (RMA) – IGA is an integral part of our Insurance General Account team. The incumbent works in partnership with our team of US sales executives to support servicing and prospecting efforts with sophisticated large institutional investors. The RMA has direct interaction with investment decision-makers and will act as subject-matter expert to our reporting vendor, marketing and other key contacts for insurance clients across the globe.


  • Responsible for partnering with Insurance General Account RMs on sales and revenue generation and/or client relationship management for larger/more complex accounts that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Continues to build industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Works with RMs on assigned larger/more complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings. May advise less experienced professionals on compliance with policies and programs. Responsible for the achievement of moderate sales targets.

  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/ offerings. Applies research findings to generate regional sales strategies. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge

  • Support the General Insurance business operations in this growing business segment, including developing IGA business plans/GTM plan. Partner with marketing to drive insurance-oriented marketing programs, conference and event activity, and to develop capabilities decks and other tailored insurance content. Act as subject-matter expert to our reporting vendor – Assist with onboarding new clients and act as internal subject-matter expert, liaising with global partners and Investments. Act as global SME for all insurance RM partners, including leading quarterly meetings.

  • Direct assignment for tier 3 & tier 4 insurance clients, including full scope of client service responsibilities.


  • Bachelor's degree with concentration in business or finance

  • 5+ years’ experience within asset management industry

  • Experience in fixed income


  • FINRA Series 7 & 63 are required and will be supported for this role.

  • A CFA charter or progress towards one (preferred)


FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.


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.

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