Wealth Services, Senior Manager

T. Rowe Price • Colorado Springs, CO

4d • $124,000 - $225,000 • Hybrid

About The Position

The Wealth Services Senior Manager will help shape the client engagement experience through commercial judgment, entrepreneurial thinking, and a client-centered approach. The role manages a team of associates and serves as the primary representative for an assigned book of business, while helping design and test new ways to engage clients.

The role leads associates across advice, sales, and service to deliver a strong client experience and support business growth. It combines day-to-day team leadership with longer-term strategy, including coaching associates, overseeing service and engagement activities, supporting sales and retention efforts, and contributing insights to strengthen the client relationship model. The Senior Manager also oversees team operations, handles escalated client issues, and maintains attention to operational risk, complaints, regulatory requirements, and compliance.

This role is eligible for hybrid work, with up to one day per week from home. The listed base salary range is $124,000–$225,000 for the specified locations; placement depends on relevant experience and skills. Employees may be eligible for a discretionary bonus based on company and individual performance.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• At least 8 years of relevant work experience, including at least 2 years of management experience.
• FINRA Series 7, Series 24, and Series 66 are required and will be supported for this role.
• Obtain and maintain appropriate FINRA registrations, as applicable to the position and in accordance with firm policy and regulatory requirements.

Nice To Haves

• CFP designation.
• Leadership experience in a client-facing financial services environment, with a proven ability to coach, mentor, and develop associates.
• Strong operational management skills, including oversight of service execution, quality, and performance metrics.
• Strong communication and interpersonal skills, with the ability to influence and inspire others.
• Ability to resolve complex client issues and manage escalations effectively.
• Knowledge of industry best practices, regulatory expectations, and compliance requirements.
• Ability to support sales and retention strategies that drive business growth and client success.
• Executive presence and confidence representing the team with clients and stakeholders.
• Adaptability and change leadership, including experience guiding teams through new processes, pilots, or organizational change.
• Commitment to continuous improvement and measurable outcomes for clients and the business.

Responsibilities

• Develop and execute strategies that drive growth, support advisory and financial goals, and deliver strong client outcomes for an assigned book of business.
• Partner with managers and cross-functional teams to share best practices and improve team effectiveness.
• Contribute insights to the evolution of client coverage, service models, and business strategy.
• Monitor market trends and competitor activity to inform business decisions and identify growth opportunities.
• Lead, coach, and develop advisors, sales associates, and service associates, providing feedback and support to build skills that meet client needs.
• Foster an inclusive, collaborative team culture centered on communication, accountability, and continuous improvement.
• Guide associates through new processes, initiatives, and pilots while reinforcing best practices and operational excellence.
• Monitor team performance and provide reporting, insights, and recommendations to leadership and key stakeholders.
• Oversee daily team operations, including call activity, scheduling, service execution, performance metrics, and quality control.
• Represent the team in client communications, webinars, and selected public-facing activities.
• Oversee client engagement initiatives, including virtual education events, outreach campaigns, and relationship-deepening programs.
• Act as an escalation point for complex client issues and help deliver timely, compliant, effective solutions.
• Oversee operational risk, complaint resolution, and regulatory and compliance requirements.
• Build and sustain long-term client relationships that support satisfaction, trust, and retention.

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