Offer Manager - Retail Brokerage

Requisition Number: 79839

Position Title:

External Description:

Role Summary

The Offer Manager will support in executing the Individual Investor Brokerage Strategy, including assessing offer competitiveness to meet all the needs of a retail brokerage client. Manages the life cycle for assigned products and value-add offers that engage and deliver value to the client. Carries out the strategy for those products and offers set by more senior staff.

Responsibilities

• Conducts research and gathers information to conduct analyses on assigned offers; tracks data on the business generated from offers to calculate revenue and profitability and provides information to more senior staff.
• Reviews and interprets market assessment scans; prepares recommendations for growth opportunities, pricing strategies, and overall competitive positioning.
• Creates and maintains records of key performance indicators/measurements that measure offer effectiveness and analyzes the data.
• Executes and innovates the process of taking new offers to market and getting approval from legal and other internal functions; gets agreement from client-facing associates and sales to deliver the go-to-market plan.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred: 

• Financial Services Brokerage proven experience, in Product or Offer Management
• Experience with retail cash management offers
• Consistent track record of researching, identifying, interpreting, and prioritizing market needs
• Ability to work effectively with a variety of functional areas: Advisory, Sales, Operations, Legal
• Strong analytical skills and ability to think strategically and creatively
• The ability to navigate across organizations and develop partnerships along with gaining buy-in for strategic proposals

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.

City:

State:

Community / Marketing Title: Offer Manager - Retail Brokerage

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.