Senior Business Analyst - Sales Enablement, Individual Investors
T. Rowe PriceAbout the role
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.Â
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. Â
Join us for the opportunity to grow and make a difference in ways that matter to you.Â
About the Team
The Sales Enablement (SE) team within Client Engagement supports client-facing teams across Sales, Wealth Management, and Advice. As a cross-functional team, SE partners across operations, performance management, and technology implementation to support business priorities and team effectiveness. The team works in close collaboration with front-line sales leaders and serves as a strategic partner to senior sales leadership by helping connect day-to-day execution with broader business goals.
Role Summary
The Senior Analyst will support Individual Investors (II) through three primary areas of focus: strategy support, initiative execution, and AI enablement. The role will help senior leaders assess priorities, develop insights, and translate complex questions into clear analysis, recommendations, and executive-ready materials. It will also lead defined workstreams within priority initiatives and support practical AI applications that improve productivity, decision support, and business workflows. The role will also partner across Client Engagement and broader II teams to advance priorities such as Workplace Rollover Retention and Holistic Lifetime Advice. It requires strong judgment, polished communication, comfort with senior leaders, and the ability to bring structure to ambiguous business challenges.
Responsibilities
- Support strategy development through analysis, insight generation, and structured problem-solving for senior leaders.
- Lead defined workstreams within priority initiatives, including planning, coordination, analysis, and stakeholder-ready deliverables.
- Support execution of strategic priorities through reporting, presentation development, and cross-functional coordination.
- Translate complex data and stakeholder input into clear recommendations and practical next steps.
- Partners across sales, wealth management, advice, and data teams to support strategic priorities and consistent execution.
- Identify and support practical AI use cases that improve productivity, reporting, decision support, and workflows.
Qualifications
Required:
- Bachelor’s degree or equivalent combination of education and relevant experience, AND
- 5+ years of total relevant work experience.
Preferred:
- Experience in strategy, business analysis, consulting, sales operations, client engagement, wealth management, or a related field.
- Experience leading workstreams or projects involving multiple stakeholders and senior-level visibility.Â
- Strong analytical, problem-solving, and synthesis skills, with the ability to develop actionable recommendations,
- Strong written and verbal communication skills, including preparing materials for leadership audiences.
- Ability to operate independently, manage ambiguity, and bring structure to complex business questions.
- Strong attention to detail, organization, and commitment to high-quality execution.
- Experience with Salesforce or similar CRM platforms and related sales
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