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 Portfolio Specialist is a member of the Investment Division and a key member of the Target Date investment team. The position serves as a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment and retirement expertise, strong commercial judgment, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.
This role will partner with the existing Target Date Portfolio Specialist to serve as strategic leads for investment messaging across assigned strategies. The role is both investment-led and client-facing. The Portfolio Specialist helps advance prospective opportunities by working closely with portfolio analysts, institutional writers, RFP editors, and other associates, while also playing a key role in retaining existing client assets.
The role requires the ability to lead high-impact engagements with clients and prospects to better understand their specific needs, identify potential solutions utilizing existing capabilities, and translate insights from across our investment platform into clear and compelling messages for clients, prospects, consultants, and internal stakeholders.
Responsibilities
- Serve as a core member of the Target Date Solutions investment team, contributing to portfolio, market, performance, client, product, and broader franchise discussions.
- Serve as a key contributor to the strategy’s commercial and investment narrative, ensuring clear, consistent, and compelling messaging across diverse audiences.
- Build deep partnerships with portfolio managers to accurately represent their investment process, positioning, and views, while serving as an extension of the investment team with clients, prospects, consultants, and distribution partners.
- Serve as a Target Date strategy expert, articulating investment philosophy, process, positioning, performance, risk profile, competitive positioning, and client relevance.
- Drive commercial growth and asset retention through client engagement, prospecting, consultant support, marketing, and partnership with Distribution. Help shape solutions, content, and positioning that connect investment insights with evolving client needs.
- Partner with Distribution throughout the client and prospect lifecycle, from early-stage discovery and positioning through due diligence, finals, and ongoing client engagement, helping advance opportunities and deepen existing relationships.
- Bring the voice of the client and market back to the investment team, synthesizing insights from clients, consultants, Distribution, competitors, and industry trends to help inform positioning, messaging, and franchise priorities.
- Contribute to the strategic development of the Target Date franchise, partnering with portfolio management and business leadership on competitive positioning, product evolution, strategic priorities, and commercialization efforts.
- Serve as a senior investment resource for internal partners, helping Distribution and other stakeholders deepen their understanding of Target Date investing, our capabilities, and how best to position them with clients.
- Travel regularly to support investment team, client, and Distribution efforts.
Qualifications
Required:
- Minimum of 7–10 years of experience in the investment management industry. Relevant experience may include investment research, portfolio analysis, investment consulting, or institutional/intermediary client service.
- Willingness and ability to travel.
- Passion for the investment management business, with a deep understanding of investment concepts and a strong working knowledge of investment strategies and portfolio management.
- Demonstrated track record of effectively communicating complex concepts to a wide variety of audiences.
- Exceptional relationship-management skills and the ability to interact effectively with investment professionals, sales and client service professionals, institutional and intermediary clients, and consultants.
- Strong interpersonal, communication, and presentation skills.
- Demonstrated ability to develop compelling presentations that translate complex financial data into clear, visually engaging, and easily digestible content, in partnership with the Presentation Design Team.
- Demonstrated leadership capabilities, including experience managing or helping lead a strategy, franchise, or product group.
- Client-facing experience.
Preferred:
- MBA and/or CFA designation highly desired, or equivalent depth of investment experience.
- Relevant Target Date or defined contribution experience.
- Ability to thrive in a collegial, fast-paced, and sometimes unstructured environment.
- Highly motivated self-starter with a high level of personal integrity and a strong drive to achieve competitive results.
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.
$200,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers$200,000.00-$300,000.00 for the location of: Washington, D.C.
$200,000.00-$300,000.00 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
- 7-10 years of experience in the investment management industry, including investment research, portfolio analysis, investment consulting, or institutional/intermediary client service
- Willingness and ability to travel
- Deep understanding of investment concepts and working knowledge of investment strategies and portfolio management
- Track record of communicating complex concepts to diverse audiences
- Exceptional relationship-management skills with investment, sales, client service, institutional, intermediary, and consultant stakeholders
- Strong interpersonal, communication, and presentation skills
- Ability to develop compelling presentations translating complex financial data into clear, visually engaging content
- Leadership experience managing or helping lead a strategy, franchise, or product group
- Client-facing experience
- MBA and/or CFA designation, or equivalent depth of investment experience
- Target Date or defined contribution experience
- Ability to thrive in a collegial, fast-paced, and sometimes unstructured environment
- Highly motivated self-starter with personal integrity and a drive to achieve competitive results
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.
