Manager, Analytics – Individual Investor

Posted 14 Hours Ago
Be an Early Applicant
2 Locations
In-Office
110K-234K Annually
Senior level
Financial Services
The Role
The Manager of Individual Investor Analytics leads a team to deliver analytical solutions. Responsibilities include managing analytics projects, developing insights, and enhancing data quality. The role emphasizes collaboration with business leaders to drive data-informed decisions and improve business outcomes.
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. 

Role Summary 

The Manager of Individual Investor (II) Analytics leads a high-performing team of analysts dedicated to delivering impactful solutions that drive the success of T. Rowe Price’s Individual Investors (II) business. II is a rapidly evolving component of the firm’s growth, committed to empowering individual clients through innovative products, digital experiences, and personalized service.

As the Manager of II Analytics, you will play a pivotal role in influencing strategy in a visible, high-impact business area, and shape the direction of this business by harnessing data to optimize performance. In this role, you will set direction, prioritize initiatives, and coach your team to translate stakeholder questions into actionable insights. You will partner closely with leaders across II and the broader organization to design and deliver analytical products that directly improve business outcomes and enable stakeholders to make better, faster data-driven decisions.

Responsibilities

Lead and develop a high‑performing analytics team:

  • Hire, coach, and mentor analysts; set clear expectations; build a collaborative, inclusive culture.
  • Provide hands‑on guidance on framing problems, selecting methods/tools, and translating findings into clear recommendations.

Own analytics portfolio management, prioritization and stakeholder engagement:

  • Manage a balanced portfolio of strategic initiatives and routine deliverables.
  • Partner with business leaders to clarify objectives, surface requirements, define success metrics, and co‑create solutions.
  • Apply analytics across operations, digital, marketing, and sales contexts.
     

Deliver high‑quality analytical products and insights:

  • Oversee development of analyses, models, and research using advanced analytical methods.
  • Ensure insight is translated into tangible advice and action plans that improve outcomes.
  • Monitor routine deliverables and SLAs; proactively identify and resolve data/processing issues.

Elevate BI and KPI management:

  • Own a portfolio of dashboards and reporting that track critical KPIs and trends across II.
  • Establish standards for visualization, self‑service usability, and stakeholder adoption.
     

Advance continuous improvement, automation, and efficiency:

  • Identify and implement process improvements, automation opportunities, and re‑usable assets to reduce cycle time and manual effort while improving quality.
  • Leverage GenAI to accelerate analysis, documentation, QA, and solution delivery while maintaining controls and accuracy.
  • Plan and execute change management for new analytics and processes; train users, gather feedback, and iterate to maximize adoption and business value.
     

Champion data quality, documentation, Agile methods and change control;

  • Establish and enforce standards for documentation, peer review, testing, and change management to ensure reliability and reproducibility.
  • Participate in Agile stand-ups, manage backlog, and drive team velocity.
     

Qualifications
Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years in analytics, data science, or business intelligence, with 1–3+ years leading analysts or mixed analytics teams.

Preferred:

  • Proven track record managing a portfolio of analytical initiatives and recurring deliverables.
  • Experience in financial services or a similarly regulated industry ; familiarity with distribution, marketing, sales, and digital analytics is a plus.

Leadership and collaboration

  • Demonstrated ability to build, mentor, and retain high‑performing teams.
  • Consultative communicator who can simplify complex topics, tell a clear insight‑driven story, and present options and trade‑offs to senior stakeholders

Analytical and technical methods

  • Proficiency across statistical analysis, forecasting/time series, segmentation, experimental design/A‑B testing, optimization, simulation, and foundational machine learning (classification, regression, clustering).
  • Experience working with technology partners to develop requirements and implement solutions.
  • Data transformation and modeling experience; exposure to modern ELT/ETL practices and working with large datasets.
  • Expertise with a leading BI platform (e.g., Tableau, Power BI) including semantic modeling, KPI design, and dashboard UX for executive and self‑service use.
  • Cloud data warehouses/lakes (e.g., Snowflake) and Orchestration (Airflow).
  • Overseeing solutions such as Python‑based pipelines to automate repeatable processes and reduce manual effort.

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.

$110,000.00 - $187,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$121,000.00 - $206,000.00 for the location of: Washington, D.C.
$137,000.00 - $234,000.00 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:

06/10/2026

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.

Top Skills

Airflow
Business Intelligence
Data Science
Forecasting
Machine Learning
Power BI
Python
Snowflake
Statistical Analysis
Tableau
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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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