Program Manager – Individual Investors

Requisition Number: 80796

Position Title:

External Description:

About this Position

As a member of the Individual Investor(II) Program and Change Management team, the Program Manager is a high-profile position that leads change efforts, business case development and strategic project management that enables growth of the business. The Individual Investor organization manages over $200B in client assets and serves 1million investors. In support of the growth strategy for II, this individual will support multiple facets of program development from business casing and early design to strategic program management of cross-functional teams in partnership with an executive sponsor. The position requires high engagement and experienced complex program/project management. The role is highly visible and will entail ongoing engagement with senior stakeholders.

Role Summary

This role serves as a senior leader responsible for shaping and delivering large, complex, and high-impact strategic initiatives within a dynamic financial services environment. This individual is accountable not only for end-to-end execution, but also for defining program strategy, developing compelling business cases, and guiding investment decisions that drive measurable business outcomes.

Partnering closely with senior executives and cross-functional leaders, the Program Manager translates strategic priorities into actionable roadmaps and integrated delivery plans. This role requires a strong understanding of financial services and/or wealth management, along with the ability to navigate complex organizational structures, regulatory considerations, and evolving market dynamics.

The Program Manager leads matrixed teams and applies advanced program management practices to manage scope, timelines, budgets, risks, and dependencies. As a trusted advisor, this individual influences decision-making, resolves complex challenges, and ensures successful adoption of solutions that deliver sustainable value. The role also contributes to advancing program management capabilities, governance, and best practices across the organization.

Responsibilities

• Lead end-to-end delivery of large, complex strategic programs, ensuring alignment to business objectives, regulatory considerations, and client outcomes within a financial services environment.
• Shape program strategy by developing business cases, defining multi-year roadmaps, and recommending investment priorities informed by data, market trends, and competitive dynamics.
• Develop and manage integrated program plans, including scope, timelines, budgets, and resources, while coordinating across multiple workstreams and functions to ensure seamless execution.
• Establish and lead program governance, engaging senior stakeholders and executives to drive alignment, enable effective decision-making, and maintain transparency on progress and risks.
• Proactively identify, assess, and mitigate risks, issues, and dependencies, demonstrating sound judgment and adaptability in complex, fast-paced, and ambiguous environments.
• Monitor program performance, including financials, KPIs, and adoption metrics, and drive continuous improvement to ensure delivery of expected value and quality outcomes.
• Strengthen organizational capabilities by promoting best practices, coaching teams, and enhancing program management methodologies, tools, and standards.

Qualifications

Required:

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

Preferred:

• Preferred experience in a consultant and/or strategic planning role
• Experience in Financial Services/Wealth Management industry a plus
• Large-scale Project Management experience
• Experience in managing successful relationships with senior leaders, cross-functional partners, and vendors
• Strong project management and organizational skills; ability to successfully manage multiple projects simultaneously
• Strong analytical skills and ability to think strategically and creatively
• Proven ability to research, identify, interpret, and prioritize market needs
• Experience in developing business cases and influencing change initiatives
• Effective presentation and influencing skills, including strong written and verbal communication skills
• Strong interpersonal skills - Works well in a collaborative, team-based environment
• Demonstrated ability of successfully dealing with ambiguity and creating partnerships across business areas
• Proven ability to navigate across organizations and develop partnerships along with gaining buy-in for strategic proposals
• Demonstrated ability to build consensus at all levels
• Ability to work effectively with a variety of functional areas: Advisory, Sales, Operations, Marketing, Client Experience, Service and Shared Services

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: Program Manager – Individual Investors

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.