Analyst Client Experience - Portfolio Construction Solutions

T. Rowe Price Hong Kong

Baltimore (MD)

Hybrid

USD 70,000 - 118,000

Full time

3 days ago
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Benefits offered by this job

Competitive compensation
Annual bonus eligibility
Hybrid work schedule
Health and wellness benefits

Job summary

T. Rowe Price is seeking a Client Experience Analyst to support the PCS Advisor digital experience and internal PCS team workflow. You will analyze data, define requirements, and collaborate with partners to deliver end-to-end improvements across touchpoints.

In this role, you will work with product owners, analysts, developers, and designers in an Agile environment to translate business goals into actionable solutions, driving better client outcomes.

Qualifications

  • Bachelor's degree or equivalent experience in product management or digital roles.
  • Experience in product management, digital experience management or related field.
  • Knowledge of generative AI, LLMs, agentic workflows and AI-enabled business models.
  • Proficiency with JIRA and SQL for project and data tasks.

Responsibilities

  • Serve as a product owner for assigned digital products and initiatives.
  • Work with an agile team through lifecycle from requirements to post-launch.
  • Coordinate with marketing, technology, and design to deliver solutions.
  • Use data, analytics, and user research to identify opportunities.
  • Plan release schedules and operational changes.

Skills

JIRA
SQL
Agile
Data analytics
Stakeholder management

Education

Bachelor's degree

Tools

Adobe Experience Manager (AEM)

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.Join us for the opportunity to grow and make a difference in ways that matter to you.Role SummaryThe US Intermediaries (USI) Portfolio Construction Solutions (PCS) team at T. Rowe Price is seeking an experienced Client Experience Analyst to support the PCS Advisor digital experience and the PCS team technology workflow. This role will assist in the support, discovery, development, and implementation of the PCS Advisor experience and the internal PCS team roadmap.The Analyst will analyze data and digital operations to identify areas of opportunity, determine technical requirements, and consult with internal and external partners to enable the organization with solutions that drive business results. The analyst will take an end-to-end client view, ensuring experiences align with overall business strategy, and deliver a consistent client experience across all touchpoints through testing, and optimization. Demonstrate a high degree of judgment; negotiate regularly with creative, technology and stakeholders, providing insights and recommendations.Leverage client insights to recommend enhanced processes, reports, tools, etc., for improving effectiveness. This role will join a team of product owners, analysts, developers, and designers utilizing an Agile methodology, to launch features from research and discovery to development and delivery. The Product Analyst is a data/tech SME with a deep understanding of business goals who supports our delivery process, including planning, delivery, execution, and troubleshooting, as well as collaborates cross-functionally in our agile team during our discovery and design phases to enhance our deliverables to bring solutions to life.ResponsibilitiesServes as a product owner for assigned digital products and initiatives, partnering with stakeholders to identify business needs, define requirements and prioritize enhancements.Work closely with an agile development team throughout product lifecycle, including requirements gathering, user story development, backlog prioritization, testing, deployment and post-launch support.Provides support to deliver solutions including working with cross-functional support teams: marketing, technology, and design associates.Leverage data, analytics, AI capabilities, user feedback and research to identify opportunities and recommend enhancements that support business objectives.Plans with team members to ensure a strategic, complementary release schedule and works with product owner to identify necessary operational changes stemming from a release.Researches a variety of activities, dependencies, gaps, or other critical items that are relevant to assigned projects. Completes data collection and documentation as it relates to projects and identifies issue resolution. Coordinates business resources across the firm needed to complete standard projects.Supports specific initiatives that help meet key performance indicators, operational efficiencies, or nondiscretionary compliance projects.QualificationsRequired:Bachelor's degree or the equivalent combination of education and relevant experience ANDProfessional experience in product management, digital experience management or related fieldUnderstanding of generative AI, large language models, agentic workflows and AI enabled business models and experiences2+ years of total relevant work experience.Preferred:Strategic thinker & problem-solver with proven ability to understand details & actively execute to ensure success.Experience with JIRA to manage projects, products and technology developmentAbility to translate and simplify complex business and technical requirements.Experience with SQL database queriesExperience with Adobe Experience Manager (AEM), inclusive of publishing.Experience working in a highly regulated industry.Strong negotiation skills and ability to influence decisions.Ability to manage multiple priorities and adapt to changing business needsFINRA RequirementsFINRA licenses are not required and will not be supported for this role.Work FlexibilityThis role is eligible for hybrid work, with up to one day per week from home.Base Salary RangesPlease review the job posting for the location of this specific opportunity.$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers$76,500.00 - $130,000.00 for the location of: Washington, D.C.$87,000.00 - $148,000.00 for the location of: New York, CaliforniaPlacement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.Commitment to Diversity, Equity, and InclusionAt T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.BenefitsWe value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.Featured employee benefits to enrich your life:Competitive compensationAnnual bonus eligibilityA generous retirement planHybrid work scheduleHealth and wellness benefits, including online therapyPaid time off for vacation, illness, medical appointments, and volunteering daysFamily care resources, including fertility and adoption benefitsLearn more about our benefits.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.
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