Head of Investment Advisory Services

2 weeks ago

Dunkirk, New York, United States T Rowe Price Group, Inc Full time
Requisition Number: 72723

Position Title:

External Description:

We are seeking a seasoned, digitally adept, transformational executive to lead our Client Experience division within the Individual Investors sector. The Director of Advice & Investing Experience will assume a pivotal leadership position, responsible for establishing the strategic direction, priorities, and spearheading the necessary changes to develop industry-leading investment solutions and experiences for our clientele. The ideal candidate will have a proven history of managing extensive digital transformation initiatives in financial services, a record of creating digital products and experiences, expertise in personal finance and investments, and a robust background in leading cross-functional teams to deliver innovative solutions.

Why consider a role in the Individual Investors Client Experience Team?

The Individual Investors division is dedicated to assisting investors in achieving their financial aspirations through top-tier client experiences. As we embark on the essential digital transformation to realize this vision, we are expanding our leadership team within the Client Experience group. This team drives innovation and change primarily through our B2C digital products and platforms, collaborating closely with engineering, design, and other stakeholders across the organization to maximize impact and achieve both client and business objectives. This position will report to the Head of Client Experience.

Key Responsibilities
  • Develops and directs the self-service strategy for the organization by integrating feedback from clients, associates, and other stakeholders. Translates the strategy into both short-term and long-term goals, while monitoring execution, market dynamics, and stakeholder requirements.
  • Collaborates closely with leadership across various business units and disciplines to ensure that the necessary strategy and capabilities are in place to fulfill the agreed business initiatives and requirements. Suggests modifications to meet evolving needs that optimize benefits, costs, speed, and quality of delivery.
  • Leads a high-performing organization of 3-5 agile development teams by providing leadership, coaching, development, and support. Where applicable, manages vendors for prioritization, planning, and execution of initiatives, ensuring alignment with business objectives.
  • Success will generally be assessed by delivering products and experiences that are intuitive, engaging, and assist clients in achieving better investment outcomes. This role is accountable for the quality, resilience, and performance of all solutions developed.
  • Drives initiatives from conception to execution to enhance team productivity, quality, and speed in achieving intended objectives. Promotes best practice product delivery frameworks to enable capabilities and improvements within scope, schedule, and budget commitments.
  • Maintains current knowledge of a wide array of emerging technology trends and identifies opportunities where technology can be utilized to deliver business enhancements and competitive advantages.
Qualifications:

Required:
  • Bachelor's degree or an equivalent combination of education and relevant experience AND
  • 12+ years of total relevant work experience and 5+ years of management experience
Preferred:
  • 10+ years of experience in application/software development and delivery in the fields of asset management, investment services, and/or financial advisory services.
  • MBA or other industry-recognized accreditation (CFP, CIMA, CPA)
  • CSPO, CSM, SAFe certified
  • Established industry network
  • Demonstrated history of leading complex digital transformation programs.
  • Strong understanding of technology infrastructures, digital ecosystems, and platforms
  • Ability to effectively communicate technical and business issues and solutions to various organizational levels internally and externally as required.
  • Advanced analytical and problem-solving skills; ability to think strategically.
  • Experience in developing complex business cases.
  • History of working with vendor partners and consultancies in the development and execution of business strategies.
FINRA Requirements

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

Work Flexibility

This role is eligible for full-time remote work.

Regional Requirements:

Base salary range:

$170,000 USD for the locations of: Colorado and the State of Washington

$212,500 - $350,000 USD for the locations of: California and New York

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.

Company Profile:

Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. By embracing the power of diversity and creating an environment where individuals can bring their authentic selves to work, our firm becomes stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to enhance the experience for each associate and build allies for our global associate community. We recognize that a sense of belonging is essential not only for success at the firm but also for the ability to contribute one's best each day. Benefits: We invest in our people through a wide range of programs and benefits, including:
• Competitive pay and bonuses, along with a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may evolve as our working lives change. However, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities remains steadfast. 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.

  • Investment Advisory Associate

    2 weeks ago

    Dunkirk, New York, United States Truist Inc Full time

    Job Overview:Position Title: Investment Advisor Support SpecialistJob Summary:Deliver consultative, sales, and technical assistance to Investment Advisors. Aid in strategic development and client relationship enhancement.Key Responsibilities:Engage in strategic initiatives to boost revenue.Advise clients on suitable investment products and services.Assist...

  • Vice President of Investment Solutions

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 72723 Position Title:External Description: We are seeking a seasoned, digitally proficient, transformational executive to lead our Client Experience division within the Individual Investors sector. The Director of Advice & Investing Experience will assume a pivotal leadership position, tasked with defining the strategy, establishing...

  • Vice President of Investment Strategy

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 72723 Position Title:External Description: We are seeking a seasoned, digitally adept, transformational executive to lead our Client Experience division within the Individual Investors sector. The Director of Advice & Investing Experience will assume a pivotal leadership position, responsible for establishing the vision, priorities,...

  • Lead Investment Portfolio Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Position Overview:The Senior Portfolio Analyst plays a crucial role as a subject matter expert for the Equity ETF offerings at T. Rowe Price. This position involves representing investment portfolios throughout the organization and conducting comprehensive analysis to support key stakeholders. The Senior Analyst is tasked with ensuring the accuracy and...

  • Investment Marketing Strategist

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 70321 Position Title:External Description: Role Overview As a key member of the Individual Investors (II) Marketing team, the Investment Marketing Strategist role is a prominent position that facilitates essential transformation initiatives, drives business value, and champions investment product prospects to foster the growth of the...

  • Investment Marketing Strategist

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 70321 Position Title:External Description: Role Overview As a key member of the Individual Investors (II) Marketing division, the Investment Marketing Strategist position is a prominent role that facilitates essential transformation initiatives, enhances business value realization, and champions investment product prospects to foster...

  • Senior Financial Accountant, Investment Management

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Job Title:Sr Accountant, Investment TreasuryRole Overview:This position operates with minimal oversight, focusing on fund accounting, financial disclosures, and related supervisory functions for designated products, encompassing tasks of varying complexity. Key responsibilities involve executing daily and periodic activities, resolving issues with service...

  • Senior Financial Accountant, Investment Management

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Job Title:Sr Accountant, Investment TreasuryRole Overview:This position operates with minimal oversight, providing essential support for fund accounting, financial reporting, and related governance processes for designated products. Responsibilities range from basic to moderately complex tasks, including daily and periodic functions, resolving issues with...

  • Head of Individual Investor Product Strategy

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 72737 Position Title:External Description: Team Overview The Individual Investor (II) Product team is dedicated to aligning investment products and vehicles with client needs, ensuring we provide optimal investment strategies that cater to their long-term objectives. This team plays a crucial role in articulating client product...

  • Corporate Credit Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Position Overview:The Senior Credit Research Analyst will undertake the responsibility of overseeing credit assessments across various significant sectors and numerous individual corporate entities. This role involves the examination of new issuances and ongoing investment-grade debt instruments, as well as the evaluation of the performance of portfolio...

  • Customer Service Representative

    4 days ago

    Dunkirk, New York, United States Giant Food Full time

    About Giant FoodGiant Food is a leading grocery store chain in the Baltimore-Washington area, serving over 2 million customers weekly and generating annual sales of over $5 billion. With a rich history dating back to 1936, the company has grown to over 160 stores across D.C., Maryland, Virginia, and Delaware.Our MissionAt Giant Food, our mission is to be the...

  • Lead Marketing Strategist for Retirement Services

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 69879 Position Title:External Description: Role Overview This position plays a crucial role in shaping and executing the marketing strategy tailored for Advisor Marketing within Retirement Plan Services. The individual will prioritize marketing initiatives, advocate for necessary resources, and eliminate barriers to ensure the team...

  • Senior Equity Portfolio Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 68700 Position Title:External Description: ROLE SUMMARY The Senior Equity Portfolio Analyst serves as a key expert for the transparent Equity ETF offerings of T. Rowe Price and acts as a representative of these investment portfolios throughout the organization. The primary responsibility of the Senior Analyst is to conduct thorough...

  • Equity Portfolio Specialist

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Position Overview:The Investment Portfolio Analyst plays a crucial role as a subject matter expert for designated T. Rowe Price investment strategies, representing these portfolios throughout the organization. This position is primarily tasked with the evaluation of investment portfolios and the creation of institutional-level portfolio analysis, messaging,...

  • Senior Technology Integration Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 71893 Position Title:External Description: About This Role: The Investments & Product Delivery (IPD) team serves as the representative for Global Investment Operations (GIO) and Investments in relation to new product introductions, intricate client onboarding processes, and the implementation of innovative capabilities. The Senior...

  • Senior Product Strategist for Retail Investors

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 72737 Position Title:External Description: Team Overview The Individual Investor (II) Product team is dedicated to providing investment solutions tailored to our clients' long-term financial goals. Our focus is on aligning our offerings with the firm's capabilities and objectives, ensuring we meet the evolving needs of our clients. The...

  • Senior Margin Operations Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Requisition Number: 72095 Position Title:External Description: About This Role: In this pivotal role, you will oversee and provide operational support for the margining and collateral management of T. Rowe Price's derivatives and other intricate financial instruments. You will be accountable for monitoring daily counterparty exposures, managing margin...

  • Advanced Trading Strategy Analyst

    2 weeks ago

    Dunkirk, New York, United States T Rowe Price Group, Inc Full time

    Position Overview:Role Summary:The Lead Trading Operations Analyst is responsible for managing trade requests from portfolio managers, investment analysts, and traders. This role involves collaboration on the Equity and Fixed Income trading desks, providing essential support for daily order analysis. The Analyst will oversee trade customizations, interpret...

  • Facilities Maintenance Technician

    2 weeks ago

    Dunkirk, New York, United States VestraCare Full time

    Facilities Maintenance TechnicianShift: Part-TimeSTARTING RATE: $16.00/hr.BENEFITS:Weekly PaychecksHealth, Dental, Life InsuranceReferral BonusRetirement/401kKey Responsibilities:Effectively executes assigned tasks including the repair and installation of various equipment, flooring, walls, ceilings, and more.Maintains cleanliness in the work area and...

  • Travel Nurse ICU Specialist

    5 days ago

    Dunkirk, New York, United States GHR Healthcare Full time

    Job DetailsGHR Healthcare is seeking a travel nurse to fill a position in an Intensive Care Unit setting.Job RequirementsSpecialty: Intensive Care UnitDiscipline: Registered Nurse (RN)Duration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelPerks and BenefitsPersonalized serviceHealth insurance401(k) investment planReferral bonusesFree liability...