Director, Wealth Management - Internal Go-to-Market

Requisition Number: 80711

Position Title:

External Description:

Role Summary

The Wealth Management Director- Internal Go-to-Market provides enterprise-level ownership for across Individual Investors (II) and Retirement Plan Services (RPS). This role is accountable for translating strategy into an executable operating model that enables scalable advice adoption and revenue growth.

Operating within the Wealth Management Strategy & Transformation team, this leader sets direction, frames decisions, and drives outcomes for internal go-to-market execution without replacing product, technology, or operations delivery teams. The role ensures alignment across distribution channels, operating models, and enabling capabilities to support a unified advice growth engine.

Responsibilities

Enterprise Go-to-Market Strategy & Ownership:

• Own internal go-to-market readiness for components of the wealth management and growth strategies, ensuring alignment across II, RPS, and Advice teams.
• Translate strategy into operating model implications, including workflows, handoffs, and service models.
• Define and implement sequencing and readiness gating across major initiatives and releases.

Strategic Leadership & Decision Framing:

• Act as a trusted advisor to leadership on operating model trade-offs, including incentives, capacity, and channel alignment.
• Frame decisions on how to activate advice across workplace and retail channels to maximize growth.
• Develop frameworks to align KPIs, incentives, and performance metrics across business units.

Cross-Functional Orchestration & Delivery Oversight:

• Lead orchestration across II, RPS, Marketing, Technology, HR, and Compliance to enable execution.
• Drive alignment on roles, decision rights, and accountability across teams.
• Ensure dependencies (data sharing, advisor capacity, technology readiness) are identified and resolved.

Operating Model & Change Enablement:

• Redesign workflows and processes to support modular advice delivery and scalable onboarding.
• Lead change management, including communication, training, and adoption strategies.
• Establish measurement frameworks tied to funnel performance (e.g., conversion, rollover capture, advice adoption).
• Ensure internal teams are prepared for future-state implications.

Qualifications

Required:

• Bachelor’s degree or equivalent experience.
• 12+ years of experience in operating model design, go-to-market strategy, or transformation roles.
• Demonstrated success driving cross-functional initiatives in complex organizations.
• Proven ability to influence senior stakeholders and align competing priorities.
• Strong analytical and execution planning capabilities.
• Experience managing ambiguity and driving structured outcomes.

Preferred:

• Experience in wealth management, retirement, or financial services distribution models.
• Expertise in incentive design, KPI development, and performance management.
• Experience with II/RPS or workplace-retail integration.
• Background in large-scale transformation or change management initiatives.
• Strong understanding of advisor operating models and client journey design.

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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State:

Community / Marketing Title: Director, Wealth Management - Internal Go-to-Market

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.