Product Analyst, Client Experience | Individual Investors

Posted 6 Days Ago
Be an Early Applicant
Owings Mills, MD
73K-157K Annually
Mid level
Fintech
The Role
As a Product Analyst on the Self-Service Team, you will analyze client behavior, support product enhancement efforts, and work with a cross-functional team to improve client experiences through data insights and research. Responsibilities include defining user stories, documenting requirements, and analyzing quantitative and qualitative performance indicators.
Summary Generated by Built In

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

As a Product Analyst on the Self-Service Team within the Individual Investors Client Experience (IICX) organization, you will leverage data and research to surface insights to inform the strategy and drive optimizations around client monitoring activities in the authenticated site and mobile app experiences. This role is central in the digital service transformation agenda in enabling growth and service messaging and engaging the self-serve client. Reporting to the Senior Product Owner for Monitoring, this role works alongside a cross-functional team of colleagues from technology, design, content and data to advance efforts from research through delivery. This is a unique opportunity to translate business needs into progressive and innovative technical solutions and process improvements to help excite and delight Individual Investing clients at T. Rowe Price. 

Responsibilities:

  • Solutions Delivery— Supports refinement activities within a product team, specifically defining and writing user stories, acceptance criteria, and user interface design for platform and product enhancements; activities to include obtaining acceptance and alignment from stakeholders for the recommended enhancements, documenting requirements along with prioritization, user acceptance testing, and working with technology teams to deliver enhancements that generate business value.
  • Assessing Client Experience— Analyzes user behavior and feedback to validate that products work as desired relative to key performance indicators. Regularly reviews quantitative and qualitative performance indicators, including operational metrics, client surveys, direct client feedback, and associate feedback, escalating issues to product owners as necessary. Leverages understanding of competitive landscape to identify and propose changes to enhance experience.
  • Business Analytics— Provides consultative support to product owners and other stakeholders as it relates to existing and potentially new deliverables to enhance client experiences. Shares findings and provides business insight to product owners as needed. Works closely with platform analysts to interpret data and uses insight to inform necessary changes.

Required Qualifications:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 2+ years of total relevant work experience

Preferred Qualifications 

  • Experience in Financial Services industry
  • 3+ years of experience as a business analyst or a related field. 
  • Exceptional analytical and conceptual thinking skills. 
  • Excellent planning, organizational, and time management skills. 
  • Experience with digital analytics and voice of the customer platforms
  • Experience with the Adobe Experience Platform suite of products
  • Experience creating and delivering data-backed business cases

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 two days per week from home

Base salary ranges:

$91,500.00 - $156,500.00 for the location of: California, New York
$81,000.00 - $138,000.00 for the location of: Washington, D.C
$73,000.00 - $125,000.00 for the location of: Colorado, Maryland, Washington and all other US locations

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

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

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.  

 

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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

Data Analysis
Digital Analytics
The Company
HQ: Baltimore, MD
10,561 Employees
On-site Workplace
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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