Vice President of Investment Solutions
2 weeks ago
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 priorities, and spearheading the necessary changes to develop top-tier investment solutions and experiences for our clientele. The ideal candidate will have a proven history of managing extensive digital transformation initiatives in the financial services arena, a record of crafting digital products and experiences, a strong foundation in personal finance and investment, and significant experience in guiding 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 exceptional client experiences. As we initiate the digital transformation essential for realizing this vision, we are expanding our leadership team within the Client Experience group. This team drives innovation and transformation 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
- Formulates and directs the self-service strategy for the organization by incorporating feedback from clients, associates, and other stakeholders. Translates the strategy into immediate and long-term goals, oversees execution, market dynamics, and stakeholder requirements.
- Collaborates closely with leadership across various business units and disciplines to ensure that the appropriate strategy and capabilities are established 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 vendor relationships 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 improved investment outcomes. This role is accountable for the quality, resilience, and performance of all developed solutions.
- Drives initiatives from conception to execution to enhance team productivity, quality, and velocity to achieve intended objectives. Promotes and enhances 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 leveraged to deliver business enhancements and competitive advantages.
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
- 10+ years of experience in application/software development and delivery in the field 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; capacity to think strategically.
- Experience in developing complex business cases.
- History of collaborating with vendor partners and consultancies in the development and execution of business strategies.
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. 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 enhance the experience for each associate and build allies for our global associate community. We recognize 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 and remote 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 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.
-
Vice President of Investment Strategy
2 weeks ago
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition 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,...
-
Head of Investment Advisory Services
2 weeks ago
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition 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,...
-
Lead Investment Analyst
2 weeks ago
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition Number: 72725 Position Title:External Description: About this position/Role Overview: The Senior Portfolio Investment Analyst (PIA) is an integral part of the Investment and Trading Solutions team, contributing to the Global Trading division. This role involves close collaboration with portfolio managers and traders to facilitate the daily...
-
Dunkirk, New York, United States Office of the Chief Financial Officer Full timeGovernment of the District of Columbia Office of the Chief Financial Officer (OCFO) Position: Cloud Solutions Architect Salary Range: $103,000 - $157,830.00 Work Arrangement: Hybrid; Location: Washington DCThis role is situated within the Office of the Chief Financial Officer (OCFO), specifically in the Office of the Chief Information Officer (OCIO). The...
-
Senior Technology Integration Analyst
2 weeks ago
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition 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 timeRequisition 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...
-
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition Number: 72725 Position Title:External Description: About this Role: The Senior Portfolio Investment Analyst (PIA) is an integral part of the Investment and Trading Solutions division, collaborating closely with the Global Trading team. This role involves direct engagement with portfolio managers and traders to facilitate the daily...
-
Head of Individual Investor Product Strategy
2 weeks ago
Dunkirk, New York, United States T Rowe Price Group, Inc Full timeRequisition 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...
-
Insurance Agent Opportunity
6 days ago
Dunkirk, New York, United States Horace Mann Full timeAbout the OpportunityThis is a unique chance for individuals with teaching, sales, management, insurance, finance, or business ownership experience to join Horace Mann as an Exclusive Agent. As a valued member of our team, you will have the opportunity to build a fulfilling and profitable career, with substantial earning potential and top-notch professional...
-
Air Compression Systems Technician
2 weeks ago
Dunkirk, New York, United States Atlas Copco Full timeInnovative minds drive exceptional outcomes Did you know that the solutions we provide are integral to a multitude of sectors? From electronics and medical research to renewable energy and food production, our impact is widespread. Join us and engage with cutting-edge technologies and pioneering, sustainable innovations. In our inclusive and supportive...
-
Relationship Banker
5 days ago
Dunkirk, Maryland, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage...
-
Material Handler
3 weeks ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Material Handler
1 month ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Production Worker
2 weeks ago
Dunkirk, United States INX International Ink Full timeCompany Description In a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We're globally recognized for our innovation, and we're A Great Place to Work-Certified company! INX International is the third largest producer of inks in North America with full-service subsidiaries in Europe and...
-
Dunkirk - Production support - Casual Worker
4 months ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Production Worker
2 weeks ago
Dunkirk, United States INX International Ink Full timeCompany Description In a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We're globally recognized for our innovation, and we're A Great Place to Work-Certified company! INX International is the third largest producer of inks in North America with full-service subsidiaries in Europe and...
-
Production Worker
2 weeks ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Production Worker
2 months ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Operations Coordinator
3 weeks ago
Dunkirk, United States INX International Ink Co. Full timeJob DescriptionJob DescriptionCompany DescriptionIn a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We’re globally recognized for our innovation, and we’re A Great Place to Work-Certified™ company!INX International is the third largest producer of inks in North America with...
-
Operations Coordinator
4 weeks ago
Dunkirk, United States INX International Ink Full timeCompany Description In a world of vibrant color, INX stands out by blending art, science, and sustainability into every drop of ink we make. We're globally recognized for our innovation, and we're A Great Place to Work-Certified™ company! INX International is the third largest producer of inks in North America with full-service subsidiaries in Europe and...
