Advice Manager

T. Rowe Price • Owings Mills, MD

2d • Hybrid

About The Position

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. About This Position As a T. Rowe Price Advice Manager, you will provide leadership to the associates that are responsible for developing relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will lead a team that performs thorough analysis of our client’s financial situations using a consultative approach specifically aimed at discovering the drivers behind their decision-making process. In this role, you will coach and develop financial advisors to ensure high quality and compliant client engagements, while also supporting critical strategic initiatives that support our overall advice growth strategy. As the leader to our financial advisors, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)
• FINRA Licenses 7, 66, & 24
• CFP achieved within 2 years of hire
• FINRA Requirements FINRA licenses are required and will be supported for this role.

Nice To Haves

• MBA or Graduate Degree in Business
• CFP already attained

Responsibilities

• Contributes to the implementation of the strategic objectives for Advisory Services
• May identify areas of focus for achieving incremental growth and implement protocols to guide advisory teams in integrating these focus areas into their advice strategies
• Develops and coaches’ financial advisors to achieve quality client and business outcomes, ensuring that advice is delivered in a compliant manner and aligns with established policies and procedures, as well as client investment goals and financial needs
• Coordinates with cross-business managers throughout the organization to ensure quality partnerships and to develop improved processes tied to advisory activities
• Tracks and reports on advisory strategy/results for the assigned teams
• Reports on function metrics and dashboards
• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team
• Accountable for the management of the financial and human resources of their assigned team to include hiring, performance management, etc.
• Leads projects as assigned

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level