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 Client Experience Analyst supports the U.S. Intermediaries (USI) Digital Client Experience team by analyzing advisor interactions across digital channels and translating data-driven insights into actionable recommendations that improve the advisor experience. This role serves as a subject matter consultant for advisor-facing digital tools and services, leveraging web analytics, voice-of-client feedback, and business knowledge to identify opportunities for improvement, support product enhancements, and drive increased engagement.
The analyst partners closely with product owners, technology teams, sales support teams, and business stakeholders to evaluate advisor journeys, optimize digital experiences, support issue resolution, and ensure the successful delivery of advisor-focused enhancements.
Responsibilities
- Analyze advisor behavior and digital experience performance using Adobe Analytics, Adobe Customer Journey Analytics (CJA), Qualtrics, and other data sources to identify trends, opportunities, and client experience improvements.
- Develop and maintain dashboards, reporting, and performance metrics that provide actionable insights to business stakeholders and leadership.
- Translate quantitative and qualitative data into clear recommendations that improve advisor engagement, satisfaction, and operational efficiency.
- Evaluate advisor journeys, including login and registration, onboarding, and service experiences, and identify opportunities to optimize digital interactions.
- Partner with product owners, UX teams, and technology teams to define requirements, write user stories, prioritize enhancements, and support Agile delivery activities.
- Conduct testing and user acceptance activities to ensure solutions meet business needs and deliver the intended client experience.
- Monitor advisor feedback and sentiment, design and administer surveys, and leverage voice-of-client insights to inform decision-making and continuous improvement efforts.
- Serve as a subject matter resource for advisor-facing tools and services, partnering with sales support and operational teams to troubleshoot and triage advisor issues.
- Collaborate with cross-functional stakeholders to support the delivery of digital experience initiatives, enhancements, and process improvements.
- Build strong relationships with business partners and communicate insights, recommendations, and project progress to influence decisions and enhance the advisor experience.
Qualifications
Required:
- Bachelor's degree or equivalent combination of education and relevant experience.
- 2+ years of experience in digital analytics, client experience, product analysis, marketing analytics, or a related discipline.
- Experience using Adobe Analytics, Adobe Customer Journey Analytics (CJA), Qualtrics, or similar platforms.
- Experience developing dashboards and performance reporting.
- Strong analytical, problem-solving, and critical-thinking skills.
- Ability to translate complex data into clear business recommendations.
- Experience working with cross-functional teams, including technology, product, operations, and business stakeholders.
- Strong written and verbal communication skills.
Preferred:
- Experience supporting advisor, wealth management, financial services, or intermediary distribution businesses.
- Experience participating in Agile delivery teams.
- Familiarity with user story development, testing, and user acceptance validation.
- Experience analyzing client journeys and digital experience performance.
- Knowledge of customer experience measurement methodologies and voice-of-client programs.
FINRA Requirements
FINRA licenses are not required and will not 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.
$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 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.
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.
Skills Required
- Bachelor's degree or equivalent combination of education and relevant experience
- 2+ years of experience in digital analytics, client experience, product analysis, marketing analytics, or a related discipline
- Experience using Adobe Analytics, Adobe Customer Journey Analytics, Qualtrics, or similar platforms
- Experience developing dashboards and performance reporting
- Strong analytical, problem-solving, and critical-thinking skills
- Ability to translate complex data into clear business recommendations
- Experience working with cross-functional technology, product, operations, and business stakeholders
- Strong written and verbal communication skills
- Experience supporting advisor, wealth management, financial services, or intermediary distribution businesses
- Experience participating in Agile delivery teams
- Familiarity with user story development, testing, and user acceptance validation
- Experience analyzing client journeys and digital experience performance
- Knowledge of customer experience measurement methodologies and voice-of-client programs
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.
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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.
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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.
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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
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.
