Alternative Investment Client Engagement Manager
Core
Support the Head of Alternative Investments Strategic Accounts by expanding T. Rowe Price's alternative investment presence within complex national wealth management accounts.
Role type
Senior client engagement manager (alternative investments)
Builds
Strategic relationships with wealth management firms, broker/dealers, RIAs, and banks
Domain
Asset management / Alternative investments (private credit, PE, real estate, infrastructure)
Deliverable
client delivery
Required skills
National account relationship management, U.S. investment distribution landscape knowledge, strategic account planning, due diligence execution, client presentation delivery, cross-functional partnership, relationship metrics analysis, private markets landscape expertise
Preferred skills
Alternatives investments experience, advanced degree (MBA), CFA/CAIA/CIMA designation, exceptional communication and presentation skills
Technologies
CRM systems, investment platforms, presentation tools
Responsibilities
Develop and execute strategic account plans to expand alternative investment presence; manage client initiatives from planning through onsite meetings and presentations; coordinate subject matter experts for client engagements; track and analyze client activity, assets, and flows; partner across product, legal, and operations teams to resolve client needs; stay current on private markets trends and industry developments.
Seniority
Senior, hands-on IC