Analyst Client Experience - Portfolio Construction Solutions

T. Rowe Price; Baltimore (MD); Hybrid; USD 70,000 - 118,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Job summary

T. Rowe Price is seeking an experienced Client Experience Analyst to support the PCS Advisor digital experience and the internal PCS team workflow.

This role will analyze data and digital operations to identify opportunities and deliver solutions that drive business results. You will join a team of product owners, analysts, developers, and designers using an Agile methodology to launch features from research to delivery.

Qualifications

• Bachelor's degree or equivalent education and experience.
• Professional experience in product management or digital experience.
• Understanding of generative AI and AI-enabled workflows.
• 2+ years of total relevant work experience.

Responsibilities

• Serve as a product owner for assigned digital products and initiatives.
• Collaborate with an agile development team through requirements, backlog, testing, deployment.
• Provide support to deliver solutions with cross-functional teams: marketing, technology, and design.
• Leverage data, analytics, and user feedback to identify opportunities and improvements.
• Plan releases and coordinate operational changes with stakeholders.
• Coordinate business resources across the firm for standard projects.
• Support initiatives that help meet KPIs and compliance projects.

Skills

Product management

Digital experience management

Agile methodologies

Data analysis

Effective communication

Education

Bachelor's degree or equivalent

Tools

JIRA

SQL

Adobe Experience Manager (AEM)

AI basics

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 Summary

The 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.

Responsibilities

• Serves 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.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• Professional experience in product management, digital experience management or related field
• Understanding of generative AI, large language models, agentic workflows and AI enabled business models and experiences
• 2+ 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 development
• Ability to translate and simplify complex business and technical requirements.
• Experience with SQL database queries
• Experience 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 needs

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.

Base Salary Ranges

Please 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, California
Placement 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 Inclusion

At 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.

Benefits

We 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 compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

Learn 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.