Senior Manager, Advisory Services

T. Rowe Price; Owings Mills, Northern (MD, KY); Hybrid; USD 148,000 - 201,000; 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 seeks a senior leader to guide Advisory Services, directing multiple teams and ensuring compliant, client-focused advice across the organization.

You will mentor managers and financial advisors, drive strategy, and partner with senior leaders to shape the client experience while upholding firm standards and risk controls.

Qualifications

• Bachelor's degree or equivalent and 8+ years of total relevant work experience with 2+ years in management.
• CFP certification achieved.
• FINRA licenses 7 & 66 required.

Responsibilities

• Lead and oversee a team of Senior and Lead Financial Advisors across Advisory Services.
• Provide strategic direction and day-to-day leadership to ensure compliant, client-aligned advice.
• Coach, train, and develop staff to drive performance and build a strong team culture.

Skills

Leadership

Strategic thinking

Coaching

Education

Bachelor's degree or equivalent

CFP

Tools

FINRA Licenses 7 & 66

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

In this role, the individual will lead and oversee a team of Senior and Lead Financial Advisors, providing strategic direction and day-to-day leadership across Advisory Services. They will be responsible for managing multiple teams through subordinate managers, or a large team of professionals, within the department, ensuring that advice and recommendations delivered to clients are compliant, appropriate, and aligned with both client needs and firm standards. This leader will play a key role in mitigating risk to both clients and the firm by maintaining strong oversight of advisory practices and reinforcing a culture of accountability and sound judgment. In addition, they will provide ongoing coaching, training, and guidance to staff, helping to develop talent, strengthen team performance, and ensure that performance expectations and business objectives are consistently achieved.

Responsibilities

• Makes recommendations to senior management regarding the Advisory Services strategy.
• Responsible for the satisfaction of new and existing clients once new investment strategies are implemented and carried out within an assigned area.
• Implements and informs lower-level staff of the suite of advice solutions that are approved and can be recommended to clients.
• Manages associated resources for the services and solutions offered by Advisory Services within an assigned business unit.
• Assists with creating reports on utilization and profitability of advice offers for senior management.
• Begins to build a deep understanding of the environment and competitive landscape regarding trends for offers, pricing, and positioning.
• Partners with peers to help cascade knowledge as needed for business partner support.
• Recruits, directs, motivates, and develops staff/management, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality.
• Accountable for the financial and human resources of a large department/multiple departments to include budgeting, staffing resources, etc.

Qualifications Required

Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience and 2+ years of management experience FINRA Licenses 7 & 66 CFP achieved

Preferred

• Demonstrated ability to effectively execute against a defined strategic vision.
• Advanced experience across wealth management disciplines, including but not limited to estate planning and investment management.
• Proven experience operating successfully within fast-paced, high-growth environments.
• Executive presence and leadership capability to coach, develop, and lead tenured managers and senior financial advisors.
• Broad retail financial services acumen encompassing service, sales, and advice.

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.

Base Salary Ranges

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

$124,000.00 - $225,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$124,000.00 - $225,000.00 for the location of: Washington, D.C.

$124,000.00 - $225,000.00 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.

• 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.