Advice Manager

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
104K-163K Annually
Senior level
Financial Services
The Role
The Advice Manager leads financial advisors, develops client relationships, and ensures compliant advice delivery aligned with client goals. Responsibilities include coaching, strategic implementation, and team management.
Summary Generated by Built In

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. 

About This Position

As a T. Rowe Price Advice Manager, you will provide leadership to the associates that are responsible for developing relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will lead a team that performs thorough analysis of our client’s financial situations using a consultative approach specifically aimed at discovering the drivers behind their decision-making process.

In this role, you will coach and develop financial advisors to ensure high quality and compliant client engagements, while also supporting critical strategic initiatives that support our overall advice growth strategy. As the leader to our financial advisors, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us.

Responsibilities

  • Contributes to the implementation of the strategic objectives for Advisory Services

  • May identify areas of focus for achieving incremental growth and implement protocols to guide advisory teams in integrating these focus areas into their advice strategies

  • Develops and coaches’ financial advisors to achieve quality client and business outcomes, ensuring that advice is delivered in a compliant manner and aligns with established policies and procedures, as well as client investment goals and financial needs

  • Coordinates with cross-business managers throughout the organization to ensure quality partnerships and to develop improved processes tied to advisory activities

  • Tracks and reports on advisory strategy/results for the assigned teams

  • Reports on function metrics and dashboards

  • Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team

  • Accountable for the management of the financial and human resources of their assigned team to include hiring, performance management, etc.

  • Leads projects as assigned

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND

  • 5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)

  • FINRA Licenses 7, 66, & 24

  • CFP achieved within 2 years of hire

Preferred:

  • MBA or Graduate Degree in Business

  • CFP already attained

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.

$104,000 - $163,000 for the location of: Maryland, Colorado, Washington and remote workers
$104,000 - $163,000 for the location of: Washington, D.C.
$104,000 - $163,000 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:

07/31/2026

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.

Skills Required

  • Bachelor's degree or equivalent education and relevant experience
  • 5+ years of relevant work experience
  • FINRA Licenses 7, 66, & 24
  • CFP achieved within 2 years of hire
  • MBA or Graduate Degree in Business
  • CFP already attained

T. Rowe Price Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.

  • Retirement Support Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
  • Leave & Time Off Breadth Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
  • Career-Linked Recognition & Rewards Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.

T. Rowe Price Insights

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The Company
HQ: Baltimore, MD
10,561 Employees
Year Founded: 1937

What We Do

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

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