Director, Wealth Management - Strategic Initiatives

Requisition Number: 80766

Position Title:

External Description:

Role Summary

The Wealth Management Director- Strategic Initiatives provides enterprise-level leadership for high-impact, time-bound initiatives that advance the strategy and broader Advice transformation. This role is accountable for driving complex initiatives from problem definition through execution, ensuring measurable outcomes aligned to business objectives.

Operating within Individual Investors’(“II”) Wealth Management Strategy & Transformation team, this leader sets direction, frames decisions, and drives outcomes for priority initiatives while acting as an orchestrator across internal stakeholders rather than a delivery team substitute.

Responsibilities

Strategic Initiative Leadership & Ownership:

• Lead high-impact initiatives such as pilot synthesis, modular advice activation, advisor operating model changes, and M&A integration planning.
• Define initiative scope, success metrics, and execution plans aligned to priorities.
• Ensure initiatives deliver measurable business outcomes, including revenue growth and client adoption.

Strategic Leadership & Decision Framing:

• Frame ambiguous problems, define hypotheses, and drive decision-making across complex initiatives.
• Develop executive-ready materials that translate analysis into clear recommendations.
• Build business cases quantifying financial impact, investment requirements, and risks.

Cross-Functional Orchestration & Delivery Oversight:

• Coordinate across matrixed teams spanning II, Retirement Plan Services, Technology, Marketing, Legal, and external partners.
• Lead workstreams related to planning and integration with external partners or acquisitions.
• Manage dependencies, risks, and timelines to ensure successful execution.

Operating Model & Change Enablement:

• Act as a problem-solver and integrator, not a program management office.
• Drive accountability across teams without direct authority.
• Support implementation of new capabilities, processes, and operating model changes.
• Ensure initiatives align with broader strategy and do not create fragmentation.

Qualifications

Required:

• Bachelor’s degree or equivalent experience.
• 12+ years of experience in strategy, consulting, or transformation roles.
• Demonstrated success leading complex, cross-functional initiatives.
• Strong problem-solving, analytical, and financial modeling skills.
• Proven ability to influence senior stakeholders and drive decisions.
• Excellent communication skills with experience presenting to executive audiences.

Preferred:

• Experience in wealth management, financial services, or advisory businesses.
• Background in M&A, integration, or strategic partnerships.
• Experience leading enterprise transformation or large-scale initiatives.
• Strong understanding of operating model design and execution.
• Ability to operate effectively in highly ambiguous, fast-paced environments

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: Director, Wealth Management - Strategic Initiatives

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.