Manager, Advisory Services

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.

Responsibilities:

• Contributes to the implementation of the strategic objectives for Advisory Services

• May identify areas of focus for achieving incremental growth and implements 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

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience (preferably in an advisory, sales, or relationship management capacity)

• FINRA Licenses 7, 66, & 24

• CFP achieved within 2 years of hire

Preferred:

• MBA or Graduate Degree in Business

• CFP already attained

FINRA REQUIREMENTS

FINRA licenses are required and will be supported for this role.

WORK FLEXIBILITY

This role is eligible for remote work up to two days a week.

REGIONAL REQUIREMENTS

Base salary range:

$91,500 - $156,500 USD 

For the location of:

Colorado

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until 7/31/2024.