Advice Manager

Requisition Number: 81601

Position Title:

External Description:

About This Position

As a T. Rowe Price Advice Manager, you will provide leadership to the associates that are responsible for developing relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will lead a team that performs thorough analysis of our client’s financial situations using a consultative approach specifically aimed at discovering the drivers behind their decision-making process.

In this role, you will coach and develop financial advisors to ensure high quality and compliant client engagements, while also supporting critical strategic initiatives that support our overall advice growth strategy. As the leader to our financial advisors, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us.

Responsibilities

• Contributes to the implementation of the strategic objectives for Advisory Services

• May identify areas of focus for achieving incremental growth and implement protocols to guide advisory teams in integrating these focus areas into their advice strategies

• Develops and coaches’ financial advisors to achieve quality client and business outcomes, ensuring that advice is delivered in a compliant manner and aligns with established policies and procedures, as well as client investment goals and financial needs

• Coordinates with cross-business managers throughout the organization to ensure quality partnerships and to develop improved processes tied to advisory activities

• Tracks and reports on advisory strategy/results for the assigned teams

• Reports on function metrics and dashboards

• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team

• Accountable for the management of the financial and human resources of their assigned team to include hiring, performance management, etc.

• Leads projects as assigned

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)

• FINRA Licenses 7, 66, & 24

• CFP achieved within 2 years of hire

Preferred:

• MBA or Graduate Degree in Business

• CFP already attained

FINRA Requirements
FINRA licenses are required and will 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: Advice Manager

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.