Nik Jurasic
Senior Relationship Manager @T. Rowe Price
Signup · Get unlimited contacts
WORK HISTORY
Senior Relationship Manager @T. Rowe Price
Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio• Consulting with clients and financial professionals on investment vehicles, participant services and plan design solutions that will enhance the client’s plan design and maximize the retirement benefit offered to their employees• Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees• Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors• Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy• Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship• Supporting RPS Sales in the acquisition of new business relationships
EDUCATION
Colorado State University-Pueblo
Bachelor's degree
College for Financial Planning
Charter Retirement Plan Specialist
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.