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 Insights Leader is an experienced, client-facing associate within T. Rowe Price’s US Intermediaries division who develops and delivers unique value-add/practice management insights. This person leads the development and management of our practice management programs to help advisors manage their business, grow their client base, and better engage with their clients. Through the distillation and analysis of current market trends, research insights, and advisor needs, the Insights Leader crafts compelling multi-channel programs that engage advisors through all marketing channels, from online engagements to large scale events, and beyond.
If you are passionate about the financial services industry, enjoy learning and finding unique ways to identify and meet client needs, and are a professional level presenter with the ability to connect with audiences of all sizes (and across advisor channels), you would be a great addition to our team! We have had proven success with our award-winning programs, and we’re looking to continue our team’s evolution and expand our capabilities even further with the right addition to the team.
Responsibilities
SME/Speaking engagements. Externally deliver/present our programs to groups of few to hundreds, in person to virtual, small events to national keynotes. Act as an SME our programs, plus communicate and promote—both formally and informally—our insights to home office partners, in-field interactions, through social channels, and with media and press outlets.
Idea Generation and Program Development. Translate client needs and business objectives into compelling and engaging content and programs for financial professionals; conduct discovery and research with internal and external inputs to create unique and proprietary insights;
work with a cross-functional working team and a creative agency to bring the insights to life in a relevant and compelling way
Training. Train associates on the key messages/positioning and core content to allow for broader, scaled delivery following a tiered approach.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
10+ years of total relevant work experience
Extensive and professional-level presentation skills to audiences of all sizes and levels across organizations;
Strong knowledge of financial services industry, and experience working with financial professionals;
Proven success in developing content and programs that are differentiated and impactful;
Experience in leading research efforts;
Ability to work with internal stakeholders to create buy in and influence change;
Ability to travel approx. 50% of time
Preferred:
FINRA series 7 and 63, CFP
FINRA Requirements
FINRA licenses are not required.
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…