Director, Wealth Management - Offer Strategy

Requisition Number: 80765

Position Title:

External Description:

Role Summary

The Director- Wealth Management Offer Strategy provides enterprise-level ownership for the strategy, design, and evolution of the firm’s most complex and high-impact wealth management offers. This role is accountable for defining future-state offers that differentiate the firm in advice-led wealth management, particularly across Individual Investors (II) and Retirement Plan Services (RPS).

Operating within the Wealth Management Strategy & Transformation team, this leader sets direction, frames critical decisions, and drives outcomes for priority initiatives. The role serves as the single accountable owner for the wealth management offer strategy, ensuring alignment between client needs, segmentation, economics, and internal go-to-market execution.

Responsibilities

Enterprise Offer Strategy & Ownership:

• Own enterprise-level strategy and evolution for the wealth management offer across client segments, tiers, and stages of maturity, ensuring clarity on what the offer is and is not.
• Define differentiated value propositions spanning workplace and retail channels, aligned to a hybrid, scalable advice model.
• Develop multi-year offer roadmaps, including capability expansion into holistic services (e.g., retirement income, tax, estate, insurance via partnerships).
• Lead build, buy, or partner evaluations to support offer expansion and competitive positioning.

Strategic Leadership & Decision Framing:

• Act as a trusted advisor to senior leadership, framing trade-offs on segmentation, pricing, scope, and sequencing of the offer.
• Translate research, pilot learnings, and market signals into clear, actionable offer decisions.
• Build investment cases quantifying growth impact, economics, and required capabilities.
• Provide thought leadership on wealth management trends and evolving client expectations.

Cross-Functional Orchestration & Delivery Oversight:

• Orchestrate execution across II, RPS, Advice, Technology, Marketing, and Compliance to bring offers to market.
• Ensure alignment between offer design and enabling capabilities (e.g., planning tools, onboarding, income solutions).
• Oversee prioritization of offer-related backlogs and ensure readiness for launch.

Operating Model & Change Enablement:

• Translate offer strategy into operating model implications, including roles, incentives, and client journeys.
• Align KPIs and success metrics tied to advice adoption, conversion, and revenue growth.
• Support change management to enable adoption across distribution and advisory teams.

Qualifications

Required:

• Bachelor’s degree or equivalent experience.
• 12+ years of experience in wealth management, product strategy, or enterprise strategy roles.
• Demonstrated success owning complex offer strategy across multiple business lines.
• Proven ability to influence senior stakeholders in a highly matrixed environment.
• Strong analytical, decision-framing, and communication skills.
• Ability to operate in ambiguity while driving structured outcomes.

Preferred:

• Deep expertise in wealth management, retirement, or hybrid advice models.
• Experience with segmented offer design and lifecycle-based client strategies.
• Familiarity with regulatory considerations across II and RPS.
• Experience leading large-scale strategic transformations.
• Strong cross-functional leadership and stakeholder management skills.

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: Director, Wealth Management - Offer Strategy

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.