Manager, Client Implementation Management

TEAM SUMMARY

The Client Implementation Management team is responsible for facilitating and leading the onboarding process for both new and existing clients across various investment vehicles, including Institutional Separate Accounts and Sub-Advised accounts. The team maintains a comprehensive understanding of each client mandate’s specific requirements and ensures that all key stakeholders are accountable for executing their respective responsibilities. The Client Implementation Management team oversees and project manages the onboarding process through to completion.

ROLE SUMMARY

The Client Implementation Management (CIM) Manager is an experienced member of the regional onboarding function, responsible for managing complex client implementation and transition activities across Asia Pacific. This includes support for new account openings, custodian transitions, benchmark changes, account terminations, and other onboarding-related events.

The role is expected to apply sound judgment, coordinate effectively with stakeholders, support process improvements, and contribute to a consistent and well-controlled onboarding experience. The Manager helps identify risks, resolve issues, and ensure implementation activities are delivered in line with agreed timelines and internal standards.

JOB SUMMARY

• Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines

• Leads projects or work streams within broader projects

• Accountable for self-work and sometimes others, provides process and standards advice in area of specialty

• Works independently, receives minimal guidance

• Acts as a resource for colleagues with less experience

KEY RESPONSIBILITIES

1. Leadership of High‑Complexity Client Onboardings

• Manage the end-to-end lifecycle for complex client onboardings, including new mandates, transitions, and changes across multiple markets.

• Provide structure, coordination, and project discipline to ensure onboarding activities are completed effectively and within agreed timelines.

• Escalate risks and issues appropriately while working with internal partners to support timely resolution.

2. Stakeholder Engagement

• Serve as the internal coordination point, ensuring effective communication with Distribution, Investment teams, Legal, Compliance, Operations, Technology, and global onboarding partners.

• Participate in — and where appropriate, work together with Client Account Servicing (CAS) Manager to drive discussions with clients during planning, implementation, and transition phases.

• Support stakeholder alignment, issue resolution, and timely decision-making through clear communication and follow-up.

3. Advanced Documentation Review & Operational Interpretation

• Conduct review of IMAs, investment guidelines, fee schedules, ESG disclosures, operational requirements, and other mandate documents to identify implementation impacts.

• Assess operational feasibility, identify implementation impacts, and recommend required internal actions with guidance where needed.

4. Process Improvement & Regional Support

• Support initiatives to enhance the regional onboarding framework, standard templates, and cross-functional workflows.

• Identify process inefficiencies and recommend practical improvements aligned with regional and global standards.

• Contribute to continuous improvement by sharing lessons learned from implementations and supporting adoption of best practices.

5. Cross-Functional Coordination

• Work with CAS and other internal partners to clarify responsibilities, coordination expectations, and communication needs across onboarding activities.

• Support alignment between regional CIM teams, global onboarding partners, and related operational functions.

• Represent CIM in relevant working groups and stakeholder discussions as required.

6. Subject Matter Knowledge & Team Support

• Apply strong subject matter knowledge of onboarding processes, operational setups, and cross-market client requirements.

• Provide guidance to less experienced colleagues on implementation activities, stakeholder coordination, and documentation review.

• Support knowledge sharing, onboarding training, and consistent application of regional standards.

7. Reporting, Controls & Day-2 Follow-Up

• Maintain onboarding reporting and tracking to support transparency, accuracy, and management visibility.

• Track Day-2 items, support effective handover, and follow up on outstanding tasks through to closure.

• Support adherence to regulatory requirements, risk controls, and internal policies across implementation activities.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

• 5+ years of experience in client onboarding, client servicing, or mandate implementation within asset management.

• Experience managing complex onboarding projects with limited supervision.

• Strong understanding of investment products, cross‑market operational requirements, and APAC regulatory environments.

• Ability to partner effectively with stakeholders across functions and regions.

• Excellent written and verbal communication skills, with the ability to simplify complexity for diverse audiences.

• Ability to support and guide less experienced colleagues within the function.

CORE COMPETENCIES

• Ownership & Judgment – Demonstrates accountability, sound judgment, and practical problem-solving in complex implementations.

• Stakeholder Management – Communicates effectively and builds alignment across internal partners.

• Risk Awareness – Identifies risks and escalates issues appropriately to support well-controlled outcomes.

• Execution Discipline – Manages multiple workstreams with consistency, follow-through, and attention to detail.

• Continuous Improvement – Contributes ideas and supports implementation of practical process improvements.

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. 

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, colour, 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.