Client Experience Manager / Product Owner, Advisor Strategy

Posted 11 Hours Ago
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Owings Mills, MD
83K-177K Annually
5-7 Years Experience
Fintech
The Role
The Client Experience Manager/Product Owner at T. Rowe Price will lead the Advisor digital strategy, overseeing product development and strategy alignment with the business objectives. They will manage cross-functional teams, analyze performance metrics, and mentor junior team members to enhance product effectiveness and client satisfaction.
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.

Role Summary 

The US Intermediaries (USI) Client Experience team at T. Rowe Price is seeking an experienced Product Owner to lead the Advisor digital strategy for Enterprise initiatives. The Product Owner will lead the discovery, development, and implementation of the strategy and roadmap. The role will be responsible for such Global Digital initiatives as brand remediation, advancing Adobe capabilities, shared platform iterations, and articulating Advisor needs in development. The Enterprise engagement and delivery are integral to our multi-year digital transformation, involving Adobe marketing technologies, modernized capabilities, data strategy and services, and other platforms 

 

The role will develop and lead the complex product road map for USI and across business units and ensure alignment with the business strategy. The Product Owner will be expected to demonstrate a high degree of commercial judgment, negotiate regularly with management and business stakeholders, and provide insights and recommendations on the strategic priorities. The role will be responsible for communicating metrics, milestones, and/or status to stakeholders of various business units. Finally, the role will be responsible for developing, monitoring, and managing the key performance indicators to communicate key driver and outcome metrics. 

 

Responsibilities 

  • Product and Strategy Development —Develops and maintains a clear vision for the product(s), including technology, competitive, and internal strategic perspectives. Establishes roadmap for assigned product(s). Contributes to the technical direction and conducts relevant research to inform enablement strategies. Leverages quantitative and qualitative research to establish and communicate the product vision and the overall design and delivery strategy. 

 

  • Achieve Business Results —Oversees a cross-functional team, which could include marketing, technology, and creative associates. Ensure the product(s) meet and/or exceed standards for business performance, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting the metrics to assess the performance against key performance indicators (such as engagement and leads, etc.). Develops and implements strategies and tactics to meet the desired business objectives for assigned product. 

 

  • Coaching and Mentoring —Supports leadership in the onboarding, training, and ongoing coaching of product owners and analysts. Recognizes associates as appropriate and, at times, may provide feedback in support of development goals. Will also lead and mentor a cross-functional Agile team. 

 

Qualifications  

 

Required 

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

  • 5+ years of total relevant work experience 

 

Preferred 

  • Experience with Adobe marketing technology or similar for content management, analytics, personalization, experimentation, email, and/or digital marketing. 

  • Strong analytical skillset and ability to source and analyze data from databases. 

  • Agile certifications or proven experience with principles. 

  • Excellent written and interpersonal communication skills and ability to effectively connect with all levels of the organization. 

  • Strong project management skills with the ability to manage multiple initiatives simultaneously. 

  • Demonstrated interpersonal, influencing and relationship management skills, as well as critical thinking and problem solving. 

  • Ability to manage time and shift priorities effectively and proactively in a challenging operating environment. 

 

 

FINRA Requirements 

FINRA licenses are not required and will not be supported for this role. 

 

Work Flexibility 

This role is eligible for remote work up to two days a week. 

Base salary ranges:

$103,500.00 - $177,000.00 for the location of: California, New York
$91,000.00 - $155,500.00 for the location of: Washington, D.C
$83,000.00 - $141,000.00 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 invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

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

Adobe
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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