Senior Financial Planner

T. Rowe Price • Owings Mills, MD

7d • 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. Role Summary: Lead strategic initiatives that strengthen our wealth management capabilities across investment advice, financial planning, and retirement guidance. As a senior subject matter expert, you will partner across the firm to design scalable solutions, enhance client experiences, and drive innovation that improves outcomes for retail investors and retirement plan participants.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 8+ years of experience in financial planning, wealth management, investment advisory, retirement solutions, product development, strategy, or a related field.
• Deep expertise in one or more financial planning disciplines, such as retirement, tax, estate, insurance, or investment management.
• Proven success leading complex initiatives from strategy through execution.
• Strong strategic thinking, analytical, communication, and stakeholder management skills.
• Ability to influence across teams and leadership levels.

Nice To Haves

• CFP®, CFA®, CPA, ChFC®, or similar professional designation.
• Experience developing or enhancing wealth management products, advisory programs, retirement income solutions, or financial planning platforms.
• Experience supporting both retail investors and defined contribution retirement participants.
• FINRA Series 7 and 65
• FINRA 66 The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.
• FINRA Requirements FINRA licenses are not required and will not be supported for this role.

Responsibilities

• Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
• Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
• Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
• Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
• Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
• Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
• Establish best practices and standards that promote quality, consistency, and regulatory compliance.
• Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
• Influence leaders and stakeholders through data-driven insights and strategic recommendations.
• Mentor associates and provide leadership across key projects and initiatives.

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: Senior