Marketing Manager - Cross Business Engagement

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. 

About this Position

This newly created role is pivotal in driving substantial growth for Global Distribution through deeper integration of our Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. Your role will be instrumental in developing participant sub-segmentation strategies, creating compelling offers, and building low-friction experiences to create significant value for our clients (Retail Investors, participants, Sponsors and Advisors) and our firm. 

You will have the opportunity to learn and grow by working closely with the II and RPS leadership teams. The role offers a platform to develop skills in market segmentation, offer development, and channel integration strategies. Successful candidates will demonstrate strategic thinking and the ability to translate business goals into actionable marketing plans. A data-driven mindset, excellent communication skills, and the ability to influence across organizational boundaries are essential. 

This is an exciting opportunity for individuals who are passionate about strategic marketing, data-driven decision-making, and cross-functional collaboration. 

Role Summary

This role drives growth by deepening integration between Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. You will bridge strategy and execution to accelerate cross business engagement, improve client experiences, and position TRP as a holistic partner for retirement.

Responsibilities

Program Alignment with RPS Stakeholders: 

• Align cross-functional teams on partnership scope, prioritized deliverables, and resource allocation 
• Identify and partner with cross-functional teams to resolve integration barriers between channels 
• Articulate value propositions for deeper II-RPS integration and package data to demonstrate results 
• Ensure regulatory compliance across all initiatives 
• Develop win-win strategies that balance client needs, TRP business objectives, and Plan Sponsor/Advisor priorities 

RPS Participant Sub-Segmentation Strategy: 

• Develop targeted segmentation strategies that serve both II and RPS business objectives 
• Identify high-value participant populations across key demographics and plan types 
• Define and activate marketable audiences to drive cross-channel engagement 
• Establish data access protocols between II and RPS platforms 

Offer Development and Execution: 

• Evolve and expand consultation offers to broader RPS participant segments 
• Create compelling offers tailored to identified participant sub-segment needs 
• Integrate marketing initiatives within existing RPS channels 
• Maintains records of key performance indicators/measurements that measure offer effectiveness and analyzes the data

Low Friction Account Opening Process: 

• Partner with CX peers to evaluate and develop streamlined account opening journeys for cross-over clients from RPS to II  
• Enhance rollover and cross-over digital experiences