Relationship Management Associate – EMEA Platforms Service and Relationship Support at T. Rowe Price | GB | Rezi

Relationship Management Associate – EMEA Platforms Service and Relationship Support at T. Rowe Price

Relationship Management Associate – EMEA Platforms Service and Relationship Support

T. Rowe Price · GB

3 weeks ago

Relationship Management Associate – EMEA Platforms Service and Relationship Support

T. Rowe Price · GB

23 days ago
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About the Role

This position will provide servicing and relationship sales support to EMEA Distribution efforts, focusing on building the distribution footprint of T. Rowe Price European products through external platforms and online brokerage firms. The role offers a long-term development opportunity to manage selected platforms and drive distribution and proposition opportunities.

Responsibilities

  • Provide platform relationship and service support.
  • Collaborate with internal teams (compliance, legal, client services, operations, product, pricing, marketing, investment) to deliver sales support activities.
  • Manage day-to-day requirements of EMEA platforms, including onboarding new platforms and funds.
  • Complete fund launch questionnaires, RFPs, and Due Diligence.
  • Support marketing activities related to platform distribution.
  • Build and maintain relationships with key internal stakeholders.
  • Drive clear processes and defined roles for platform engagement.
  • Develop a strong understanding of investment vehicle structures, commercial arrangements, and regulatory needs.
  • Oversee Salesforce for platform contacts, pipeline, and distribution footprint management.
  • Ensure data quality, identify system enhancements, and resolve platform-related issues.
  • Interpret system data and communicate insights to others.
  • Provide input for evolving internal tools and systems to enhance platform understanding.
  • Anticipate needs of relationship managers to support sales and servicing efforts.
  • Proactively manage initiatives to drive growth and equip relationship managers with necessary tools and information.
  • Research industry trends, competitor activities, and regulatory changes.
  • Provide insights to EMEA Distribution Teams on effective platform engagement strategies.
  • Assist in preparing for relationship and commercial proposition meetings, including research and presentations.
  • Develop customized deliverables to address specific questions.
  • Follow up with meeting attendees and address ad hoc queries.
  • Collate performance information and coordinate internal stakeholders.
  • Ensure action items are followed up and recorded in Salesforce.
  • Collaborate with other RMAs to establish best practices and process improvements.
  • Support the education of RMAs on platform-related client support.
  • Support sales in analyzing platform data and tracking account progress.
  • Liaise with EMEA brand and market research functions to capture feedback from external platforms.
  • Take ownership of follow-up actions related to research activities.
  • Contribute to event or campaign planning from a platform perspective for lead follow-up.
  • Attend selected platform events, industry forums, and client/platform meetings for follow-up.
  • Manage projects of varying sizes and complexity, ensuring deadlines and budgets are met.
  • Share project findings with clients/prospects when applicable.

Requirements

  • Around 3+ years of related experience from an Asset Management background.
  • Demonstrated collaborative skills with the ability to establish strong relationships with internal and external clients.
  • High ethical standards in all interactions.
  • Strong desire to undertake relationship management support and client servicing activities.
  • Ability to work with clients across the value chain.
  • Enthusiasm to understand and drive improvement through fund distribution value chains.
  • Ability to review data, use CRM and other enablement tools.
  • Strong data-driven mindset and desire to utilize data for decision-making.
  • High levels of attention to detail and accuracy.
  • Solid understanding of and interest in financial market operational dynamics and financial markets.
  • Proven client-facing and commercial relationship management skills.
  • Sound judgment and problem-solving skills.
  • Ability to quickly identify internal and external client needs/expectations and propose relevant solutions.
  • Ability to work independently to solve challenges or client needs.
  • Agility and demonstrated ability to comprehend and adapt to new internal/external client information and situations.
  • Effective and proactive communication (presentation, verbal, and written) skills.
  • Teamwork and influencing skills.
  • Capacity to effectively prioritize, manage, and deliver on multiple tasks/projects, both strategic and tactical.
  • Excellent organization and time management skills.

Skills

  • Sales support
  • Relationship management
  • Platform support
  • Fund distribution
  • ETF brokerage
  • CRM (Salesforce)
  • Data analysis
  • Project management
  • Communication
  • Presentation
  • Written communication
  • Verbal communication
  • Influencing
  • Problem-solving
  • Attention to detail
  • Time management
  • Organization

Location

  • EMEA

Work Type

  • Hybrid
  • Up to one day a week from home

Experience Level

  • 3+ years related experience

Education Level

  • IMC or equivalent qualification

About the Company

  • T. Rowe Price is a global investment management firm.