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
In this role, the individual will lead and oversee a team of Senior and Lead Financial Advisors, providing strategic direction and day-to-day leadership across Advisory Services. They will be responsible for managing multiple teams through subordinate managers, or a large team of professionals, within the department, ensuring that advice and recommendations delivered to clients are compliant, appropriate, and aligned with both client needs and firm standards. This leader will play a key role in mitigating risk to both clients and the firm by maintaining strong oversight of advisory practices and reinforcing a culture of accountability and sound judgment. In addition, they will provide ongoing coaching, training, and guidance to staff, helping to develop talent, strengthen team performance, and ensure that performance expectations and business objectives are consistently achieved.
Responsibilities
- Makes recommendations to senior management regarding the Advisory Services strategy.
- Responsible for the satisfaction of new and existing clients once new investment strategies are implemented and carried out within an assigned area.
- Implements and informs lower-level staff of the suite of advice solutions that are approved and can be recommended to clients.
- Manages associated resources for the services and solutions offered by Advisory Services within an assigned business unit.
- Assists with creating reports on utilization and profitability of advice offers for senior management.
- Begins to build a deep understanding of the environment and competitive landscape regarding trends for offers, pricing, and positioning.
- Partners with peers to help cascade knowledge as needed for business partner support.
- Recruits, directs, motivates, and develops staff/management, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality.
- Accountable for the financial and human resources of a large department/multiple departments to include budgeting, staffing resources, etc.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience and 2+ years of management experience
- FINRA Licenses 7 & 66
- CFP achieved
Preferred:
- Demonstrated ability to effectively execute against a defined strategic vision.
- Advanced experience across wealth management disciplines, including but not limited to estate planning and investment management.
- Proven experience operating successfully within fast-paced, high-growth environments.
- Executive presence and leadership capability to coach, develop, and lead tenured managers and senior financial advisors.
- Broad retail financial services acumen encompassing service, sales, and advice.
FINRA Requirements
FINRA licenses are required and will 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.
$124,000.00 - $225,000.00 for the location of: Maryland, Colorado, Washington and remote workers$124,000.00 - $225,000.00 for the location of: Washington, D.C.
$124,000.00 - $225,000.00 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:
12/2/2026Commitment 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
- 8+ years of total relevant work experience
- 2+ years of management experience
- FINRA Series 7 license
- FINRA Series 66 license
- Certified Financial Planner (CFP) certification
- Ability to execute against a defined strategic vision
- Advanced wealth management experience, including estate planning and investment management
- Experience in fast-paced, high-growth environments
- Executive presence and ability to coach and lead managers and senior financial advisors
- Broad retail financial services knowledge across service, sales, and advice
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.
