Implementation Manager - T. Rowe Price International
eFinancialCareers
Implementation Manager - T. Rowe Price International
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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. 

Team Summary

At T. Rowe Price, The Client Implementation Management Team (CIM Team) are responsible for onboarding new clients to the firm.  The CIM Team project manage Client onboarding into a wide variety of products including separate accounts and T.Rowe Price Funds. The CIM Team also lead change activities through the client’s relationship with T.Rowe Price.

Associates in this role develop an excellent perspective of the entire T.Rowe Price ecosystem and play a critical role in the client relationship.  The CIM Team work closely with Legal & Compliance, Global Investment Operations, Global Distribution and Investments.

Role Summary

The Client Implementation Manager leads institutional client and T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The role is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The role will be regionally focused and will form part the global Client Implementation Management function and may, from time to time, be required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. Role is expected to proactively identify and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

Job Summary:

  • Primarily supporting the EMEA region, the Client Implementation Manager (“CIM”) is responsible for the end to end on-boarding of separately managed client accounts – coordination of contract negotiations (IMAs & IAAs), Investment Guidelines and leading solutions applicable to client service deliverables. In addition to client mandates, the CIM also supports the operational onboarding of T. Rowe Price’s EMEA-domiciled fund ranges and Distributors. 
  • The role sits within our Client Account Management Team, which is part of Global Client Account Services. The position requires the candidate to project manage onboarding and change events, coordinating across a number of stakeholders across the firm, including co-ordination with the EMEA Product Development Team and the EMEA Sales and Relationship Managers to deliver the client into our business and execute on client intent.
  • In addition, we recognize the need to continually evolve our business capabilities to continue to operate as optimally as possible for both the success of our clients and our business.  To that extent, the role will require the individual to participate in projects and initiatives to further innovate and enhance our capabilities in order to deliver improved client outcomes and facilitate the success of our EMEA Distribution Strategy. In this respect, this is an exciting opportunity for a candidate who would relish the opportunity to contribute to delivering transformational change and having a direct impact on the success of both the function and the business.

Responsibilities:

  • Project Management and co-ordination of new separate accounts and fund onboardings, Project Management and co-ordination of new fund client and distributor onboardings as well as the management of various change events that may occur throughout the lifecycle of those arrangements.  You will be responsible for ensuring that client intent is understood by key stakeholders and will manage delivery through a disciplined approach to onboarding process and stakeholder management.
  • Develop excellent knowledge of processes and procedures for account opening, investment onboarding, operational delivery and legal arrangements, leading stakeholders through an efficient and effective onboarding process for new clients, providing regular and accurate client and internal communications. Use excellent judgment in involving relationship managers or in escalating issues in the process accordingly. 
  • Work closely with the Client Account Services Team throughout the lifecycle of the Onboarding event to ensure a smooth client experience and a seamless handover of the account once onboarded to your servicing colleagues.
  • Full accountability for the operational onboarding as well as the management of every project through to delivery, working closely with the CIM Analyst who maintains responsibility for the operational onboarding of separate accounts and products and who also facilitates the operational element of change activity across these account types
  • Carry out your duties independently and at a consistently high level, with excellent time management and prioritisation skills. You will keep detailed work in progress updates and work transparently with your Manager to ensure a full appreciation of the work you are undertaking, the client experience and business risks and challenges that may be encountered.
  • Possess excellent communication skills, able to tailor communication to the client &/internal audience accordingly, including interactions with heads of teams and senior management
  • Understand the need for providing a transparent and consistent service to internal and external Stakeholders and work diligently to adhere to and develop the recommended best practices used within the Team.Possess a high level of technical knowledge in relation to client and operational, legal and other client-related activities and will maintain a keen eye on ind
  • Reference: 54904186
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