Wealth Services, Senior Manager

T. Rowe Price; Colorado Springs (CO); Hybrid; USD 124,000 - 225,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Retirement plan

Job summary

T. Rowe Price is seeking a Senior Manager in Wealth Services to shape client engagement, lead a team of advisors and service associates, and drive growth for an assigned book of business.

The role balances day-to-day leadership with longer-term strategy, coaching, and operational excellence, requiring FINRA licenses and a strong client-centric mindset.

Qualifications

• Bachelor’s degree or the equivalent combination of education and relevant experience.
• 8+ years of relevant work experience, including 2+ years of management experience.
• FINRA Series 7, Series 24, and Series 66 are required and will be supported for this role.

Responsibilities

• Develop and execute growth strategies for an assigned book of business.
• Lead and coach a team of advisors, sales and service associates.
• Oversee daily team operations, including service quality and performance metrics.
• Maintain oversight of regulatory requirements and risk management.

Skills

Leadership

Client engagement

Strategic thinking

Education

Bachelor’s degree

CFP designation

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 Wealth Services team is seeking a Senior Manager to help shape the future of our client engagement experience through strong commercial judgment, entrepreneurial thinking, and a client-centered approach. This leader will manage a team of associates and serve as the primary representative for an assigned book of business, while also helping design and test new ways to engage clients.

The Wealth Services Senior Manager will lead associates across advice, sales, and service, ensuring a strong client experience while supporting business growth. This role balances day-to-day team leadership with longer-term strategy, including coaching associates, overseeing service and engagement activities, supporting sales and retention efforts, and contributing insights that strengthen the client relationship model.

Responsibilities

Commercial Judgment:

• Develop and execute strategies to drive growth, support advisory and financial goals, and deliver strong client outcomes for an assigned book of business.
• Partner with managers and cross-functional teams to share best practices and improve overall team effectiveness.
• Contribute insights that shape ongoing evolution of client coverage, service models, and business strategy.
• Monitor market trends and competitor activity to inform business decisions and identify growth opportunities.

People Leadership And Team Development

• Lead, coach, and develop a team of advisors, sales associates, and service associates, providing feedback and support to build the skills needed to meet client needs.
• Foster an inclusive, collaborative team culture built on communication, accountability, and continuous improvement.
• Guide associates through new processes, initiatives, and pilots while reinforcing best practices and operational excellence.
• Monitor team performance and provide reporting, insights, and recommendations to leadership and key stakeholders.

Client Accountability

• Oversee daily team operations, including call activity, scheduling, service execution, performance metrics, and quality control.
• Serve as a visible representative of the team in client communications, webinars, and select public-facing activities.
• Oversee client engagement initiatives, including virtual education events, outreach campaigns, and programs designed to deepen relationships

Operational Excellence, Risk, And Compliance

• Serve as an escalation point for complex client issues, helping deliver timely, compliant, and effective solutions.
• Maintain oversight of operational risk, complaint resolution, and regulatory and compliance requirements.
• Build and sustain long-term client relationships that support satisfaction, trust, and retention.

Qualifications

Required:

• Bachelor’s degree or the equivalent combination of education and relevant experience.
• 8+ years of relevant work experience, including 2+ years of management experience.
• FINRA Series 7, Series 24, and Series 66 are required and will be supported for this role. Candidates must obtain and maintain the appropriate FINRA registrations, as applicable to the position and in accordance with firm policy and regulatory requirements.

Preferred

• CFP designation
• Leadership experience in a client-facing financial services environment, with a proven ability to coach, mentor, and develop associates.
• Strong operational management skills, including oversight of service execution, quality, and performance metrics.
• Strong communication and interpersonal skills, with the ability to influence and inspire others.
• Ability to resolve complex client issues and manage escalations effectively.
• Knowledge of industry best practices, regulatory expectations, and compliance requirements.
• Ability to support sales and retention strategies that drive business growth and client success.
• Executive presence and confidence representing the team with clients and stakeholders.
• Adaptability and change leadership, including experience guiding teams through new processes, pilots, or organizational change.
• Commitment to continuous improvement and measurable outcomes for clients and the business.

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

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.

This Job Posting Is Expected To Be Available Until

10/31/2026

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.