Investment AI Workflow Specialist

GR8 People, Inc.; Baltimore (MD); Hybrid; USD 111,000 - 166,000; Full time

Benefits offered by this job

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

PTO and volunteering days

Job summary

T. Rowe Price, a premier global asset manager, is seeking an Investments AI Enablement Lead to accelerate how AI enhances research, decision-making, and portfolio insight across Equity, Fixed Income, and Multi-Asset teams.

You will translate cutting-edge AI capabilities into practical workflows, coach investment professionals, and partner with AI engineers and product managers to deliver measurable value from day one.

Qualifications

• Bachelor's degree or equivalent in investments, CS, engineering, data science, economics, business, or related field.
• 4+ years of experience working with investment professionals (asset management, equity/credit research, or related).
• Clear passion for AI, demonstrated through hands-on use of multiple AI platforms in professional workflows.
• Experience enabling investment or financial services teams with technology solutions.
• Strong communication and interpersonal skills with ability to influence stakeholders.

Responsibilities

• Accelerate AI adoption across Investments with structured training and cross-regional support.
• Improve output quality by refining prompting workflows and developing reusable assets.
• Guide agentic workflows and influence product evolution through feedback and roadmap input.
• Promote responsible use, safety, and measurable outcomes across investment teams.

Skills

AI enablement

Product management

Investment research

Stakeholder influence

Training & coaching

Education

Bachelor's degree in Investments, CS, Engineering, Data Science, Economics, Business

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, a 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

Help shape the future of investment research at T. Rowe Price.

We are seeking an Investments AI Enablement Lead to accelerate how investment professionals use AI to enhance research, decision-making, and portfolio insight. In this role, you will help investors apply advanced AI capabilities to real-world research and portfolio challenges across Equity, Fixed Income, Multi-Asset, and other investment teams.

This is a highly visible opportunity to sit at the intersection of investments, technology, and innovation. You will translate cutting-edge internal and external AI capabilities into practical, high-value workflows that improve the quality, speed, and depth of investment insight. From research discovery to agentic workflows, you will help ensure AI becomes an everyday advantage for our investors.

Working directly with portfolio managers, analysts, directors of research, and other investment professionals, you will guide how AI is integrated into the investment process. You will provide hands-on coaching, improve prompting and workflow design, and help teams choose the right tools for the right tasks. In doing so, you will strengthen the reliability, safety, and impact of AI-assisted investment work across the firm.

You will also partner closely with AI engineers, researchers, and product managers to influence the evolution of emerging AI and agentic capabilities — ensuring they deliver measurable value from day one.

Responsibilities

Accelerate AI adoption across Investments:

• Stay current on emerging AI technologies, tools, and industry best practices
• Design and deliver structured training through office hours, one-on-one coaching, and small-group sessions tailored to investment workflows
• Help investment professionals become productive quickly by providing practical guidance, best practices, and hands-on support across AI platforms
• Partner with colleagues in London and APAC to provide follow-the-sun support and promote globally consistent best practices
• Triage and prioritize incoming requests in partnership with Global Desktop Support and platform teams, while leading strategic AI workflow implementation for investors

Improve output quality and create scalable assets:

• Review AI-assisted workflows with users and recommend improvements to prompting workflow design, tool selection, and methods to improve quality and accuracy
• Develop reusable assets such as workflow templates, prompt libraries, playbooks and best practices for common investment research and portfolio workflows
• Refine workflows for high-value use cases such as earnings call analysis, meeting synthesis, research summarization, and investment idea generation
• Create educational materials to support broader training programs and adoption initiatives

Guide agentic workflows and influence product evolution:

• Synthesize user feedback to identify the highest-value vendor capabilities and agentic opportunities, helping inform roadmap priorities
• Advise investors on when to use conversational AI tools versus structured agentic workflows, including task design, guardrails, and handoffs
• Partner with AI engineers, product teams, and platform specialists to support onboarding of new agents and improve capabilities through iterative feedback
• Help teams adopt new features and ensure advanced AI capabilities translate into measurable investment value

Promote responsible use and measurable outcomes:

• Reinforce safety, compliance, and data stewardship expectations in all training and workflow consultations
• Help users apply secure workflows for sensitive research content and data
• Measure outcomes such as time saved, user sentiment, and workflow improvements to evaluate impact and inform future training and product enhancements
• Deliver regular updates to leadership on adoption, usage patterns, and opportunities for improvement across investment teams
• Prepare and deliver high-quality presentations, reports, and stakeholder communications
• Strong and trusted relationships across the Investment organization
• Increased usage, confidence, and satisfaction with AI capabilities among investment professionals
• Scalable repositories of educational content, best practices, and workflow assets
• Demonstrated improvement in research efficiency, insight generation, and investment outcomes driven by AI adoption

Qualifications

Required:

• Bachelor’s degree (or equivalent practical experience) in Investments, Computer Science, Engineering, Data Science, Economics, Business, or rother analytical discipline.
• Experience in product management, technology strategy, or investor enablement within an investment environment. Â
• Typically, 4+ years of experience working with investment professionals (asset management, equity/credit research, or adjacent financial services).Â
• Clear passion for AI, demonstrated through meaningful hands-on use of multiple AI platforms across professional workflows
• Experience in AI enablement, product management, consulting, workflow transformation, technology strategy, investment research. or a related role supporting investment or financial services professionals. Experience working closely with investment professionals or delivering technology solutions into investment, financial services, fintech or adjacent knowledge-work environments.
• Strong understanding of modern AI technologies, including LLMs, generative AI, prompting best practices, and practical applications in investment management
• Exceptional communication and interpersonal skills, with the ability to influence stakeholders across levels and functions
• Proven ability to develop and lead programs in partnership with investment teams to drive meaningful outcomes

Preferred:

• Master’s degree or MBA in Investments, a technical field, or another quantitative discipline
• Familiarity with emerging AI capabilities including agentic workflows, orchestration, retrieval-augmented generation (RAG), and evolving foundation model capabilities.
• CFA charter holder or active CFA candidate is a plus.

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.

Why this role matters

This role is central to one of the most important transformations underway at T. Rowe Price: redefining how investment research is conducted and how insight is generated through AI. You will help investors work more effectively, influence the future of ai-enabled investment workflows, and play a direct role in expanding the impact of intelligent systems in active management.

If you are excited by the opportunity to combine investment expertise, AI innovation, and hands‑on user enablement in a highly strategic role, we’d love to hear from you.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$111,000.00-$166,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$111,000.00-$166,000.00 for the location of: Washington, D.C.

$111,000.00-$166,000.00 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

• 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.