Manager, Analytics – Individual Investor

Requisition Number: 80443

Position Title:

External Description:

Role Summary 

The Manager of Individual Investor (II) Analytics leads a high-performing team of analysts dedicated to delivering impactful solutions that drive the success of T. Rowe Price’s Individual Investors (II) business. II is a rapidly evolving component of the firm’s growth, committed to empowering individual clients through innovative products, digital experiences, and personalized service.

As the Manager of II Analytics, you will play a pivotal role in influencing strategy in a visible, high-impact business area, and shape the direction of this business by harnessing data to optimize performance. In this role, you will set direction, prioritize initiatives, and coach your team to translate stakeholder questions into actionable insights. You will partner closely with leaders across II and the broader organization to design and deliver analytical products that directly improve business outcomes and enable stakeholders to make better, faster data-driven decisions.

Responsibilities

Lead and develop a high‑performing analytics team:

• Hire, coach, and mentor analysts; set clear expectations; build a collaborative, inclusive culture.
• Provide hands‑on guidance on framing problems, selecting methods/tools, and translating findings into clear recommendations.

Own analytics portfolio management, prioritization and stakeholder engagement:

• Manage a balanced portfolio of strategic initiatives and routine deliverables.
• Partner with business leaders to clarify objectives, surface requirements, define success metrics, and co‑create solutions.
• Apply analytics across operations, digital, marketing, and sales contexts.
   

Deliver high‑quality analytical products and insights:

• Oversee development of analyses, models, and research using advanced analytical methods.
• Ensure insight is translated into tangible advice and action plans that improve outcomes.
• Monitor routine deliverables and SLAs; proactively identify and resolve data/processing issues.

Elevate BI and KPI management:

• Own a portfolio of dashboards and reporting that track critical KPIs and trends across II.
• Establish standards for visualization, self‑service usability, and stakeholder adoption.
   

Advance continuous improvement, automation, and efficiency:

• Identify and implement process improvements, automation opportunities, and re‑usable assets to reduce cycle time and manual effort while improving quality.
• Leverage GenAI to accelerate analysis, documentation, QA, and solution delivery while maintaining controls and accuracy.
• Plan and execute change management for new analytics and processes; train users, gather feedback, and iterate to maximize adoption and business value.
   

Champion data quality, documentation, Agile methods and change control;

• Establish and enforce standards for documentation, peer review, testing, and change management to ensure reliability and reproducibility.
• Participate in Agile stand-ups, manage backlog, and drive team velocity.
   

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years in analytics, data science, or business intelligence, with 1–3+ years leading analysts or mixed analytics teams.

Preferred:

• Proven track record managing a portfolio of analytical initiatives and recurring deliverables.
• Experience in financial services or a similarly regulated industry ; familiarity with distribution, marketing, sales, and digital analytics is a plus.

Leadership and collaboration

• Demonstrated ability to build, mentor, and retain high‑performing teams.
• Consultative communicator who can simplify complex topics, tell a clear insight‑driven story, and present options and trade‑offs to senior stakeholders

Analytical and technical methods

• Proficiency across statistical analysis, forecasting/time series, segmentation, experimental design/A‑B testing, optimization, simulation, and foundational machine learning (classification, regression, clustering).
• Experience working with technology partners to develop requirements and implement solutions.
• Data transformation and modeling experience; exposure to modern ELT/ETL practices and working with large datasets.
• Expertise with a leading BI platform (e.g., Tableau, Power BI) including semantic modeling, KPI design, and dashboard UX for executive and self‑service use.
• Cloud data warehouses/lakes (e.g., Snowflake) and Orchestration (Airflow).
• Overseeing solutions such as Python‑based pipelines to automate repeatable processes and reduce manual effort.

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: Manager, Analytics – Individual Investor

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.