Wealth Services, Senior Manager

Troweprice; Colorado Springs (CO); Presencial; USD 140.000 - 210.000; Jornada completa

Descripción de la vacante

T. Rowe Price is seeking a Senior Manager for Wealth Services to drive client engagement and business growth. You will supervise a team of advisors, sales, and service associates, while shaping client coverage, service models, and strategy.

The role emphasizes commercial judgment, entrepreneurial thinking, and a client-centered approach to enhance client relationships and retention. FINRA registrations are required and leadership experience is essential.

Formación

• Bachelor's degree or the equivalent combination of education and relevant experience.
• Experience leading advisory, sales, and service teams is preferred.
• FINRA Series 7, Series 24, and Series 66 required; candidates must obtain these registrations.

Responsabilidades

• Develop and execute strategies to drive growth and client outcomes for an assigned book of business.
• Lead, coach, and develop a team of advisors, sales associates, and service associates.
• Oversee daily team operations, performance metrics, and client engagement initiatives.

Conocimientos

Leadership experience

Client engagement

Communication skills

Regulatory knowledge

Educación

Bachelor's degree or equivalent

Descripción del empleo

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row 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