Owings Mills, MD
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.
We are a
premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.
The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
In this role, the individual will direct a large team of professionals responsible for Advisory Services within a department(s). This includes ensuring advice and recommendations given are compliant and mitigate risk to the client and firm. This individual will also provide training and guidance to staff, ensuring performance expectations are met.
Responsibilities
- Makes recommendations to senior management regarding the Advisory Services strategy.
- Responsible for the satisfaction of new and existing clients once new investment strategies are implemented and carried out within an assigned area.
- Implements and informs lower-level staff of the suite of advice solutions that are approved and can be recommended to clients.
- Manages associated resources for the services and solutions offered by Advisory Services within an assigned business unit.
- Assists with creating reports on utilization and profitability of advice offers for senior management.
- Possesses strong understanding of the environment and competitive landscape regarding trends for offers, pricing, and positioning.
- Partners with peers to help cascade knowledge as needed for business partner support.
- Recruits, directs, motivates, and develops staff/management, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality.
- Accountable for the financial and human resources of a large department/multiple departments to include budgeting, staffing resources, etc.
- Leads and participates in special projects as assigned.
Qualifications
Required
- Bachelors degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience and 2+ years of management experience
- FINRA Licenses 7 & 66
- CFP preferred or achieved within 2 years of hire
Preferred
- MBA or advanced degree preferred
FINRA Requirements
FINRA licenses are required and will be supported for this role.(Refer to
Required Qualifications
Work Flexibility
This role is eligible for remote work up to two days a week.
Regional Requirements
Base salary range
$119,000 - $215,500 USD
For the location of
Colorado
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until 7/1/2024.
Commitment to Diversity, Equity,
and
Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.
Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.
We know that a sense of belonging is key not only to your success at the firm, but also to your ability
Benefits
We invest in our people through a wide range of programs and benefits, including
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.