Senior Manager, Advisory Services

T. Rowe Price • Owings Mills, MD

6d • $124,000 - $225,000 • Hybrid

About The Position

In this role, the individual will lead and oversee a team of Senior and Lead Financial Advisors, providing strategic direction and day-to-day leadership across Advisory Services. They will be responsible for managing multiple teams through subordinate managers, or a large team of professionals, within the department, ensuring that advice and recommendations delivered to clients are compliant, appropriate, and aligned with both client needs and firm standards. This leader will play a key role in mitigating risk to both clients and the firm by maintaining strong oversight of advisory practices and reinforcing a culture of accountability and sound judgment. In addition, they will provide ongoing coaching, training, and guidance to staff, helping to develop talent, strengthen team performance, and ensure that performance expectations and business objectives are consistently achieved.

Requirements

• Bachelor's 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 achieved

Nice To Haves

• Demonstrated ability to effectively execute against a defined strategic vision.
• Advanced experience across wealth management disciplines, including but not limited to estate planning and investment management.
• Proven experience operating successfully within fast-paced, high-growth environments.
• Executive presence and leadership capability to coach, develop, and lead tenured managers and senior financial advisors.
• Broad retail financial services acumen encompassing service, sales, and advice.

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.
• Begins to build a deep 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.

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