Analyst, Individual Investor (II) Segment Marketing

Requisition Number: 78077

Position Title:

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About this Position

We are seeking an Analyst, Individual Investor (II) Segment Marketing who will provide strong quantitative and critical thinking skills to help deliver a high-impact strategy for II client segments.

Analysts don't just analyze marketing outcomes; they are active in the creation and delivery of marketing campaigns. This end-to-end view is essential in building evidence and intuition on the overall effectiveness of our marketing efforts. 

Role Summary

Marketing analysts play a key role in the overall growth value chain in the Individual Investors distribution team. This role is accountable for delivering value through unearthing client insights, driving testing in marketing and experiences, and assessing campaign and segment level performance. 

 

If you are curious about human behavior, thrive in hypothesis driven environments, and enjoy combining creativity with evidence-based thinking, this is a role for you!   

 

Responsibilities

• Test Design, execution, and post testing analysis:  Working primarily in our marketing technology platforms, build and tests single and multi-campaigns to drive greater client engagement and mutual benefit. Execute components of multichannel marketing plans aligned to specific populations of prospects and clients.  

• Channel Performance Analysis: Continuously monitor and analyze the performance of various distribution channels. Identify trends, assess the effectiveness of strategies, and provide recommendations for optimization. 

• Analytical Reporting: Prepare detailed analytical reports and presentations, translating complex data into clear, actionable insights for stakeholders. Measure success and impact of channel and segment marketing plans by monitoring key performance indicators to inform future development of programs. May provide recommendations on additional key performance indicators, benchmarks, and tactical marketing plan adjustments. 

• Modeling and Forecasting: Develop, adapt, and refine forecasting models to support strategic planning and goal setting. Utilize advanced data modeling techniques to provide actionable insights and guide decision-making processes. 

• Supports internal and external elements necessary to the successful execution of segment marketing plans, including working with necessary internal marketing and distribution partners, ensuring all legal and compliance obligations are satisfied, and sharing all necessary content with external partners for review and approval. 

 

Qualifications

Required:

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

• 2+ years of total relevant work experience 

 

Preferred:

• Demonstrate creativity, curiosity, and passion for data analysis, with proficiency in Excel, Power BI, Tableau, or SQL; Python experience is a plus. 

• Possess strong quantitative analytical skills, effective problem-solving abilities, and the capability to work independently and collaboratively. 

• Exhibit excellent communication skills and a proven ability to cultivate and nurture relationships; results-oriented with accountability and ownership. 

• Bachelor’s degree in Business, Finance, Economics, or Math, with eagerness to learn, especially in marketing. 

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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Community / Marketing Title: Analyst, Individual Investor (II) Segment Marketing

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.