Director, Wealth Management - Internal Go-to-Market

T. Rowe PriceOwings Mills, MD
$159,000 - $339,000Hybrid

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. Role Summary The Wealth Management Director- Internal Go-to-Market provides enterprise-level ownership for across Individual Investors (II) and Retirement Plan Services (RPS). This role is accountable for translating strategy into an executable operating model that enables scalable advice adoption and revenue growth. Operating within the Wealth Management Strategy & Transformation team, this leader sets direction, frames decisions, and drives outcomes for internal go-to-market execution without replacing product, technology, or operations delivery teams. The role ensures alignment across distribution channels, operating models, and enabling capabilities to support a unified advice growth engine.

Requirements

  • Bachelor’s degree or equivalent experience.
  • 12+ years of experience in operating model design, go-to-market strategy, or transformation roles.
  • Demonstrated success driving cross-functional initiatives in complex organizations.
  • Proven ability to influence senior stakeholders and align competing priorities.
  • Strong analytical and execution planning capabilities.
  • Experience managing ambiguity and driving structured outcomes.

Nice To Haves

  • Experience in wealth management, retirement, or financial services distribution models.
  • Expertise in incentive design, KPI development, and performance management.
  • Experience with II/RPS or workplace-retail integration.
  • Background in large-scale transformation or change management initiatives.
  • Strong understanding of advisor operating models and client journey design.

Responsibilities

  • Enterprise Go-to-Market Strategy & Ownership: Own internal go-to-market readiness for components of the wealth management and growth strategies, ensuring alignment across II, RPS, and Advice teams. Translate strategy into operating model implications, including workflows, handoffs, and service models. Define and implement sequencing and readiness gating across major initiatives and releases.
  • Strategic Leadership & Decision Framing: Act as a trusted advisor to leadership on operating model trade-offs, including incentives, capacity, and channel alignment. Frame decisions on how to activate advice across workplace and retail channels to maximize growth. Develop frameworks to align KPIs, incentives, and performance metrics across business units.
  • Cross-Functional Orchestration & Delivery Oversight: Lead orchestration across II, RPS, Marketing, Technology, HR, and Compliance to enable execution. Drive alignment on roles, decision rights, and accountability across teams. Ensure dependencies (data sharing, advisor capacity, technology readiness) are identified and resolved.
  • Operating Model & Change Enablement: Redesign workflows and processes to support modular advice delivery and scalable onboarding. Lead change management, including communication, training, and adoption strategies. Establish measurement frameworks tied to funnel performance (e.g., conversion, rollover capture, advice adoption). Ensure internal teams are prepared for future-state implications.

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service