Thought Leadership Senior Manager

Requisition Number: 78416

Position Title:

External Description:

Role Summary
Leverages extensive expertise and industry experience in financial planning and retirement to contribute thought leadership and methodology design for the individual investors business unit. Contributes to the development and articulation of the firm's points of view externally and internally. Demonstrates the firm's thought leadership through marketing content that improves the firm's client engagement, education, and service.

Responsibilities

• Applies extensive expertise and industry experience to develop and articulate our insights and perspectives on complex financial planning and retirement topics.
• Performs analysis, including spreadsheet-based modeling, on financial planning topics to inform our point of view. Leverages existing research, both inside and outside the firm.
• Clearly communicates insights used in materials for digital content, including webinars, podcasts and social media, as well as interactions with the media. By doing so, enhances the firm's brand and meaningfully advances clients' ability to meet their financial goals.
• Collaborates with advice, client experience and client-facing teams in the individual investors business unit, as well as marketing teams across the enterprise, on prioritization and development of content. Works with marketing teams on annual reviews of existing content to continually improve our message.
• Supports the application of thought leadership to the methodology for advisory services and educational tools.
• Collaborates with marketing and thought leadership teams across the firm to ensure efforts align with business needs and produce content of consistent quality. Supports education of the firm's associates on financial planning topics.

Qualifications

Required

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience.
• FINRA Series 7 and 66

Preferred:

• Certified Financial Planner® professional
• Strong analytical and Excel skills
• Expertise in a facet of financial planning beyond investments and retirement, such as estate planning or insurance solutions
• Client-facing financial planning experience

FINRA Requirements

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

Work Flexibility

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

City:

State:

Community / Marketing Title: Thought Leadership Senior Manager

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.