Offer Manager, Advisory Services

Requisition Number: 80175

Position Title:

External Description:

Role Summary

The Offer Manager, Advisory Services manages the lifecycle of assigned advisory products and value‑add offers that engage clients and deliver measurable value. This role executes offer strategy established by senior leaders while independently driving cross‑functional delivery, market readiness, and ongoing optimization.

The Offer Manager serves as the product owner for assigned offers, ensuring competitive positioning, operational readiness, effective go‑to‑market execution, and performance measurement. The role partners closely with other Advisory departments, Sales, Operations, Legal, Compliance, Marketing, and Technology teams to ensure offers meet client needs and business objectives.

Responsibilities

Offer Ownership & Lifecycle Management:

• Manages assigned advisory offers from concept through launch and steady‑state operations, including roadmap planning, backlog management, and ongoing enhancements.
• Maintains ongoing accountability for offer backlogs, roadmaps, and operating cadences, including prioritizing and grooming product backlogs, developing and updating multi‑horizon roadmaps, and establishing regular stakeholder forums (e.g., planning, status, and review cadences) to ensure transparency, alignment, and disciplined execution throughout the offer lifecycle.
• Serves as the product owner, leading internal teams to build, test, and refine offer capabilities; incorporates feedback from sales partners, advisors, and end users.
• Maintains accountability for offer performance, alignment to strategy, and delivery against milestones.

Market & Competitive Analysis:

• Conducts research and gathers data to perform market analyses (SWOT | Strategic Position, Pricing & Packaging Analysis, etc.) and for assigned offers.
• Reviews and interprets market assessment scans to identify growth opportunities, pricing strategies, and competitive positioning.
• Translates market insights into clear recommendations for senior stakeholders.

Go‑to‑Market & Enablement:

• Executes and supports go‑to‑market plans for new and enhanced offers, coordinating approvals across Legal, Compliance, and other internal partners.
• Trains client‑facing associates and sales teams to ensure offers are positioned and delivered effectively.
• Develops and maintains offer documentation and internal enablement materials.
• Leads ongoing client communications and post‑launch go‑to‑market effectiveness activities.

Performance Measurement & Analytics:

• Tracks business performance for assigned offers, including revenue, profitability, adoption, and client outcomes.
• Creates and maintains key performance indicators (KPIs) to measure offer effectiveness.
• Analyzes performance data and surfaces insights, risks, and recommendations to senior leadership.

Cross‑Functional Collaboration:

• Partners across Advisory departments, Sales, Operations, Marketing, Technology, Finance, Legal, and Compliance to deliver high‑quality, scalable offers.
• Facilitates regular stakeholder updates to manage dependencies, risks, and priorities.
• Builds strong working relationships to drive alignment and gain buy‑in for strategic initiatives.

Qualifications

Required:

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience in offer management, product management, consulting, strategy, or a related discipline.
• FINRA Series 7 and Series 66 licenses to be obtained and maintained within six (6) months of assuming the role. 

Preferred:

• Experience supporting advisory, consulting, or client‑focused financial services offerings.
• Proven track record of researching, identifying, and prioritizing market and client needs.
• Strong analytical and strategic thinking skills with the ability to translate insights into actionable recommendations.
• Ability to work effectively across functions and influence without formal authority.
• Demonstrated ability to manage multiple initiatives, analyze data, and communicate insights clearly to diverse stakeholders.

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: Offer Manager, Advisory Services

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.