T. Rowe Price Lead Manager, Personal Investors Experience in Owings Mills, Maryland
Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client’s success.If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price.
PRIMARY PURPOSE OF THE POSITION
The Lead Manager, Personal Investors Experience is responsible for supporting the execution of a comprehensive strategy to manage and grow the Personal Investors client segment. In this capacity, the incumbent identifies trends in client & market behavior as well as provides inputs and recommendations for strategy as well as channel, marketing, and product development. The Lead Manager, Personal Investors Experience works closely with the senior managers and business partners to understand client needs and translate them into strategies that drive engagement, deepen relationships with the firm, increase retention, increase satisfaction and loyalty, and generate net new flows. This role will be responsible for monitoring and managing the key performance indicators, partnering to enhance and package analytics to communicate key driver and outcome metrics, Works with the Personal Investor experience team to package presentation materials to articulate strategies, results and recommendations.
Manages the execution of the strategic plans by developing and implementing multi-channel engagement strategies aimed at driving positive client behaviors and loyalty for Personal Investors. The Lead Manager is responsible for using data and program analytics to develop new strategies to drive business results.
Strategic Development and Management
Supports the development and implementation of the strategic plan that drives results for Personal Investors and the firm. The Lead Manager manages complex projects from inception through completion, leveraging the operating model to ensure effective resource alignment.
Conceives, develops and implements engagement programs and services for Personal Investors. Independently leads initiatives by defining the segment-specific vision, developing the business case, aligning resources and developing communication plans. The Lead Manager manages complex projects from inception through completion, leveraging the operating model to ensure effective resource alignment.
Monitors Performance, Evaluates Effectiveness, Identifies Growth Opportunities, and Makes Recommendations
Scans environment, competitive landscape, monitors client trends, and incorporates voice of customer feedback from channel partners to identify gaps and opportunities for Personal Investors. Manages and evaluates the effectiveness of existing engagement strategies against goals by leveraging a data-driven approach and thoughtful communication to key stakeholders.
Experience in marketing for a financial services firm or other similarly regulated industry
Knowledge of FINRA and MSRB compliance
Experience marketing individual investor products or services
College degree and 6 years of related work experience, or
Associate degree and 8 years related work experience, or
High School diploma/equivalent and 10 years related work experience
Proven experience in a marketing and/or strategic planning role
Marketing/IT development experience
Experience in managing successful relationships with external clients, partners and vendors
Strong project management and organizational skills; ability to successfully manage multiple projects simultaneously
Strong analytical skills and ability to think strategically and creatively
Demonstrated ability to build consensus
Ability to work effectively with a variety of functional areas: Sales, Creative, Technical
Proven ability to research, identify, interpret, and prioritize market needs
Excellent verbal and written skills
Strong interpersonal skills
T. Rowe Price is an Equal Opportunity EmployerT. 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.