Senior Client Experience Manager, Advisor Digital Product Strategy

📍 Job Overview

Job Title: Senior Client Experience Manager, Advisor Digital Product Strategy

Company: T. Rowe Price

Location: Baltimore, MD (Hybrid)

Job Type: Full time

Category: Revenue Operations / Sales Operations / GTM Strategy (Client Experience Focus)

Date Posted: 2026-11-03T00:00:00

Experience Level: 8+ Years Relevant Experience (Mid-Senior Level)

Remote Status: Hybrid (Up to 1 day per week from home)

🚀 Role Summary

• This role is pivotal in shaping the digital client experience for financial advisors, with a strategic focus on driving adoption and engagement with T. Rowe Price's investment products, particularly Model Portfolios.

• It requires a deep understanding of advisor needs and digital behaviors to inform product strategy, development, and service enhancements across various investment vehicles like ETFs, SMAs, and Mutual Funds.

• The Senior Client Experience Manager will act as a key digital client experience consultant, guiding cross-functional teams from strategy ideation through to delivery, ensuring alignment with business objectives and measurable outcomes.

• This position involves leading a team, mentoring cross-functional partners, and championing a client-centric approach across the organization to enhance advisor satisfaction and drive business growth.

📝 Enhancement Note: While the job title is "Senior Client Experience Manager," the responsibilities and focus on digital product strategy, adoption, and business value align it closely with roles found in Revenue Operations, Sales Operations, and Go-To-Market (GTM) strategy, particularly those focused on enhancing the advisor channel experience. The emphasis on driving business growth through digital channels and managing cross-functional product development necessitates a strong operational and strategic mindset.

📈 Primary Responsibilities

• Experience Vision & Strategy: Own the advisor digital experience vision and end-to-end journey strategy for investment products, grounded in comprehensive research, data analytics, and evolving advisor/client expectations.

• Digital Product Strategy Leadership: Define and execute the digital experience strategy specifically for Model Portfolios, a key strategic growth area, to enhance advisor discovery, evaluation, and adoption across digital channels.

• Advisor Segmentation & Persona Development: Lead the development of advisor segmentation and persona frameworks to optimize acquisition, service, and retention strategies, aiming for a personalized "segment of one" approach in collaboration with Investments, Product, and Marketing teams.

• Journey Mapping & Process Analysis: Utilize CX methodologies like journey mapping and service blueprinting across advisor and client groups to meticulously analyze current-state experiences, identify pain points, and recommend strategic use cases and process improvements that deliver tangible business value.

• Cross-Functional Collaboration & Prioritization: Lead diverse stakeholders, subject matter experts, creative teams, and marketing partners through collaborative workshops and concept exploration to define and prioritize desired digital experiences that align with business goals.

• Agile Delivery Oversight: Own the business outcomes for complex digital projects, partnering with business units and clients to set clear objectives, oversee Agile delivery lifecycles from inception to completion, and maintain transparent communication regarding timelines and progress.

• Business Case Development: Build compelling business cases and present data-driven recommendations to secure organizational commitment, resources, and strategic alignment for digital experience initiatives.

• Operational & Compliance Integration: Recommend necessary adjustments to operational and compliance processes, ensuring adherence to regulatory requirements and timely completion of annual legal and compliance reviews for digital platforms.

• Performance Measurement & Optimization: Establish key performance indicators (KPIs) and governance routines to monitor advisor and client perceptions, behaviors, and expectations, leveraging data and measurement teams to ensure accuracy, timeliness, and alignment with business outcomes.

• Insight-Driven Optimization: Analyze performance data, report actionable insights, and apply them to optimize existing digital experiences or develop new ones, utilizing automated reporting and data visualizations for comprehensive tracking.

• Team Leadership & Mentorship: Manage a small team of direct reports, overseeing onboarding, training, coaching, feedback, performance management, and career development to foster a high-performing client experience unit.

• Cross-Functional Team Guidance: Lead and mentor cross-functional teams involved in development and delivery, setting clear standards and ensuring their work is aligned with the overarching experience strategy and business priorities.

• Client-Centric Capability Building: Foster and champion a robust client-centric capability throughout the organization by aligning teams and programs against high-impact opportunities that enhance the advisor and client journey.

📝 Enhancement Note: The responsibilities highlight a blend of strategic planning, operational execution, and people management. The emphasis on driving adoption of specific products (Model Portfolios), using data to inform strategy, managing cross-functional delivery via Agile, and optimizing operational/compliance processes are core to a Revenue/Sales/GTM Operations function. The "Client Experience" framing points to a focus on the advisor as the "client" in a B2B context.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Business, Marketing, Finance, Communications, or a related field, or an equivalent combination of education and extensive relevant work experience. Experience:

• Minimum of 8 years of progressive experience in client experience (CX) management, digital product management, digital strategy, or a closely related field within the financial services sector.

• Proven track record of successfully leading and influencing complex, high-visibility, cross-functional programs and initiatives that drive significant business outcomes.

• Demonstrated experience in developing and executing digital strategies that improve customer or client journeys and achieve measurable business results. Required Skills:

• Client Experience (CX) Expertise: Deep understanding of CX principles, methodologies, and best practices, with a strong ability to translate client needs into actionable digital strategies and product roadmaps.

• Digital Strategy & Product Management: Proficiency in developing and implementing digital strategies, managing digital product lifecycles, and defining requirements for digital platforms and tools.

• Journey Mapping & Service Blueprinting: Hands-on experience with advanced CX tools such as journey mapping, service blueprinting, user story creation, and workflow analysis to identify opportunities for improvement.

• Data Analysis & Insights: Strong analytical skills with the ability to source, interpret, and synthesize data from various sources (databases, analytics platforms) to derive actionable insights and inform strategic decisions.

• Cross-Functional Leadership: Proven ability to lead, influence, and collaborate effectively with diverse, cross-functional teams (e.g., Product, Marketing, Technology, Investments, Compliance) to achieve shared objectives.

• Agile Methodology: Familiarity with or direct experience in Agile project management frameworks, including working with Agile teams and managing projects through iterative development cycles.

• Business Case Development: Skill in building robust business cases, quantifying potential ROI, and presenting compelling recommendations to senior leadership to gain buy-in and secure resources.

• Financial Services Acumen: Understanding of the financial services industry, particularly the advisor channel, investment products (ETFs, SMAs, Model Portfolios), and the regulatory environment.

Preferred Skills:

• Team Leadership & Mentorship: Demonstrated success in leading, developing, and mentoring a team of direct reports, fostering a collaborative and high-performance culture.

• Persona Development & Segmentation: Experience in conducting advisor segmentation and developing detailed personas to drive targeted digital engagement strategies.

• Adobe Marketing Technology Suite: Familiarity or experience with Adobe Experience Cloud or similar platforms for content management, analytics, personalization, and digital marketing execution.

• Project Management: Strong project management skills, with the ability to manage multiple complex initiatives simultaneously, track progress, and ensure timely delivery. Agile certification is a plus.

• Regulatory Compliance: Understanding of compliance and regulatory requirements within the financial services industry and their impact on digital client experiences.

• Data Visualization Tools: Experience with tools for creating impactful data visualizations and automated reports (e.g., Tableau, Power BI, Adobe Analytics).

📝 Enhancement Note: The experience requirement is substantial, indicating a need for a seasoned professional. The preferred skills strongly suggest a preference for candidates who can not only strategize but also manage teams and leverage specific technology stacks common in digital product and marketing operations. The mention of FINRA requirements not being supported is important for candidates to note.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• CX Strategy & Execution Case Studies: Examples of developed and executed digital client experience strategies, demonstrating a clear understanding of the target audience (financial advisors) and business objectives.

• Journey Mapping & Process Improvement Examples: Visual artifacts (e.g., journey maps, service blueprints) showcasing the analysis of advisor/client journeys and documenting specific process improvements or re-designs implemented.

• Digital Product Strategy & Roadmap Contributions: Documentation or descriptions of contributions to digital product strategy, including feature prioritization, requirements definition, and roadmap development for digital platforms.

• Data-Driven Decision-Making Evidence: Examples of how data analysis was used to inform strategic recommendations, measure the impact of CX initiatives, and drive iterative improvements. Include metrics and ROI where possible.

• Cross-Functional Project Leadership: Evidence of leading complex, multi-stakeholder projects, illustrating the ability to manage competing priorities, influence outcomes, and deliver results through collaboration.

Process Documentation:

• Workflow Optimization Documentation: Showcase examples of analyzing and optimizing workflows related to advisor engagement, product adoption, or digital service delivery, highlighting efficiency gains.

• Requirements Definition Standards: Evidence of creating clear, concise, and actionable requirements documentation for digital product development, user stories, or system enhancements.

• Performance Measurement Frameworks: Examples of establishing metrics, KPIs, and governance routines for measuring the success of digital experiences and client engagement strategies.

📝 Enhancement Note: For a role focused on digital client experience and product strategy, a portfolio should demonstrate strategic thinking, analytical rigor, and execution capability. The emphasis should be on tangible results and the candidate's role in achieving them, particularly within a regulated environment like financial services.

💵 Compensation & Benefits

Salary Range:

• Maryland, Colorado, Washington, and remote workers: $110,000 - $188,000 USD per year

• Washington, D.C.: $121,000 - $207,000 USD per year

• New York, California: $138,000 - $236,000 USD per year

Benefits:

• Competitive Compensation: Base salary as outlined above, reflecting experience and location.

• Annual Bonus Eligibility: Potential for a discretionary bonus based on company and individual performance.

• Generous Retirement Plan: A comprehensive retirement savings plan designed to support long-term financial security.

• Hybrid Work Schedule: Flexibility to work up to one day per week from home, balancing in-office collaboration with personal flexibility.

• Health and Wellness: Robust health and wellness benefits, including access to online therapy services.

• Paid Time Off (PTO): Generous PTO for vacation, illness, medical appointments, and dedicated volunteering days.

• Family Care Resources: Support for associates' families, including fertility and adoption benefits.

• Professional Development: Resources and opportunities to support career path development.

Working Hours:

• Standard full-time hours, likely around 40 hours per week. While a hybrid schedule is offered, the nature of client experience and product strategy often requires flexibility to meet project deadlines and stakeholder needs.

📝 Enhancement Note: The salary ranges are competitive for a Senior Manager role in these high-cost-of-living areas and reflect the specialized nature of digital client experience and product strategy in financial services. The benefits package is comprehensive, emphasizing work-life balance and employee well-being, which is attractive to experienced professionals. The "up to one day per week from home" indicates a strong preference for in-office presence for collaboration.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Asset Management)

Company Size: T. Rowe Price is a large, established global asset management firm with a significant employee base (likely thousands, given its scale and global presence). This implies a structured environment with established processes but also opportunities for impact within specialized teams.

Founded: 1937, providing a long history and deep institutional knowledge, suggesting stability and a strong foundation in investment management.

Team Structure:

• The role sits within the US Intermediaries (USI) Client Experience team, indicating a specialized group focused on serving the intermediary/advisor channel.

• This role will collaborate closely with senior leaders and cross-functional partners across Investments, Product, Marketing, Technology, and potentially Legal/Compliance.

• The reporting structure involves managing a small team of direct reports, suggesting leadership responsibilities within the immediate team, while reporting to a higher-level director or VP within the Client Experience or Product Strategy function. Methodology:

• Data-Driven Decision Making: The role explicitly emphasizes using data to understand advisor/client perceptions, behaviors, and expectations to inform strategy and measure results.

• Client-Centric Approach: A core tenet is to champion and build a client-centric capability across the organization, focusing on advisor needs and journey optimization.

• Agile Delivery: Experience delivery is managed through Agile methodologies, requiring iterative development, collaboration, and adaptability.

• Strategic Partnership: The role acts as a consultant, recommending and executing priorities in partnership with various business units to drive business value.

Company Website: https://www.troweprice.com/

📝 Enhancement Note: T. Rowe Price's long history suggests a culture that values stability, expertise, and long-term client relationships. The emphasis on diversity, equity, and inclusion, along with employee well-being and community impact, points to a responsible and people-focused corporate culture. For an operations-minded individual, the structured environment and emphasis on data and process will be familiar, while the client-centric focus offers a strategic lens.

📈 Career & Growth Analysis

Operations Career Level: This is a Senior Manager role, indicating a mid-to-senior level position within the client experience and digital product strategy domain. It requires significant experience and the ability to lead complex initiatives and teams. The focus on strategy, cross-functional leadership, and business outcomes positions it as a critical role for driving growth.

Reporting Structure: The role reports into the US Intermediaries (USI) Client Experience team and will manage a small team of direct reports. This suggests a clear line of leadership within a specialized function, with opportunities to influence broader GTM and product strategies through collaboration with senior leaders across departments.

Operations Impact: The primary impact of this role is on driving advisor adoption of key investment products (especially Model Portfolios), which directly translates to business growth and revenue generation for T. Rowe Price. By improving the digital advisor experience, the role influences advisor acquisition, retention, and asset flows, making it a critical component of the firm's Go-To-Market (GTM) strategy.

Growth Opportunities:

• Leadership Advancement: Potential to move into Director-level roles within Client Experience, Product Strategy, or Revenue Operations, leading larger teams and more strategic initiatives.

• Specialization Deepening: Opportunity to become a deep subject matter expert in specific product areas (e.g., Model Portfolios, Alternatives) or digital channels, becoming a go-to resource for the firm.

• Cross-Functional Mobility: Experience gained in this role can open doors to opportunities in Product Management, Marketing Strategy, Digital Transformation, or broader GTM leadership roles across the firm.

• Skill Development: Continuous learning in CX methodologies, digital product development, data analytics, and financial markets, supported by company resources and training programs.

📝 Enhancement Note: This role offers a clear path for growth, moving from managing a team and specific product lines to potentially broader strategic leadership within the firm's advisor-facing operations. The blend of strategic, operational, and people management responsibilities provides a well-rounded development experience.

🌐 Work Environment

Office Type: Hybrid work model, with an expectation of significant in-office presence (up to 4 days per week) for collaboration, team meetings, and strategic discussions. This suggests a dynamic office environment designed to foster interaction and teamwork.

Office Location(s): Baltimore, MD is specified as a primary location. Given T. Rowe Price's footprint, other major financial hubs might also be relevant for hybrid work arrangements or future opportunities. The hybrid nature means accessibility to the Baltimore office is key for those not fully remote.

Workspace Context:

• Collaborative Environment: The hybrid model and emphasis on cross-functional work indicate an office designed for collaboration, with meeting rooms, common areas, and potentially open-plan workspaces to facilitate interaction.

• Technology & Tools: Associates will have access to T. Rowe Price's standard technology stack, including CRM systems, digital analytics platforms, collaboration tools, and potentially specialized CX software. The role requires proficiency with these systems.

• Team Interaction: Frequent interaction with direct reports, peers within the CX team, and stakeholders across various departments (Investments, Product, Marketing, Tech) is expected, fostering a networked and communicative work environment.

Work Schedule: While a hybrid schedule is offered, the nature of digital product strategy, client experience management, and cross-functional project delivery often demands flexibility. Standard business hours (e.g., 9 AM - 5 PM) are typical, but project timelines may require extended hours or weekend work on occasion. The focus will be on achieving outcomes rather than strict adherence to hours.

📝 Enhancement Note: The hybrid nature indicates a company that values in-person collaboration for strategic initiatives while offering some flexibility. For operations professionals, understanding the available tools and the collaborative dynamic is crucial for success.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely a recruiter screen to assess basic qualifications, experience, and cultural fit.

• Hiring Manager Interview: Deep dive into experience, strategic thinking, leadership capabilities, and understanding of the role's objectives. This is where you'll discuss your background in CX, digital strategy, and financial services.

• Cross-Functional Stakeholder Interviews: Meetings with key partners from Product, Marketing, Technology, and Investments. These interviews will assess your ability to collaborate, influence, and understand diverse perspectives. Be prepared to discuss how you've worked with these groups before.

• Presentation/Case Study: A common component for senior roles. You may be asked to present on a past project, a proposed strategy for a specific challenge (e.g., driving Model Portfolio adoption), or analyze a hypothetical scenario. This is where your portfolio will be invaluable.

• Team/Leadership Interview: Potentially an interview with a higher-level leader to assess strategic alignment and potential for growth within the organization.

Portfolio Review Tips:

• Focus on Impact: For each project in your portfolio, clearly articulate the business problem, your role, the actions you took, and the measurable results (e.g., increased adoption, improved satisfaction scores, revenue growth). Quantify wherever possible.

• Showcase CX Methodologies: Include examples of journey maps, service blueprints, user research findings, and persona development. Explain your process and how these tools informed your strategy.

• Highlight Digital Strategy: Demonstrate your ability to translate business needs into digital product requirements and strategies. Show how you've influenced product roadmaps or advocated for specific digital features.

• Emphasize Cross-Functional Collaboration: Provide examples of how you successfully partnered with different departments (Product, Tech, Marketing, Investments) to deliver initiatives.

• Tailor to the Role: If possible, tailor your portfolio presentation to highlight experience with financial advisors, investment products, or driving adoption of strategic initiatives, aligning with the core focus of this Senior Client Experience Manager role.

Challenge Preparation:

• Strategic Problem Solving: Be ready to discuss how you would approach a challenge like increasing advisor adoption of Model Portfolios. Think about segmentation, digital channels, content, and value proposition.

• Data Interpretation: Prepare to discuss how you use data to measure CX, identify trends, and make recommendations. Be ready to interpret sample data or discuss metrics you've used.

• Stakeholder Management: Practice articulating your approach to managing competing priorities, influencing stakeholders, and driving consensus across diverse teams.

• Leadership & Mentorship: Prepare examples of how you've led teams, coached individuals, and fostered a positive, client-centric culture.

📝 Enhancement Note: The interview process is designed to assess strategic thinking, leadership, collaboration, and execution capabilities. A well-curated portfolio demonstrating tangible results and a structured approach to CX and digital strategy will be critical for success.

🛠 Tools & Technology Stack

Primary Tools:

• CRM System: Likely Salesforce or a similar enterprise CRM, used for managing advisor relationships, tracking interactions, and segmenting the client base.

• Digital Analytics Platforms: Tools like Adobe Analytics or Google Analytics to track website traffic, user behavior, conversion funnels, and campaign performance across digital channels.

• Content Management Systems (CMS): Potentially Adobe Experience Manager (AEM) or similar platforms for managing digital content and user experiences on websites and portals.

• Collaboration & Project Management Tools: Jira, Confluence, Asana, Microsoft Teams, or similar for Agile development, task management, documentation, and team communication.

Analytics & Reporting:

• Data Warehousing/BI Tools: Experience with tools that access and visualize data from various sources (e.g., Tableau, Power BI) for reporting on advisor engagement, product adoption, and CX metrics.

• Marketing Automation Platforms: Platforms like Marketo or Pardot might be used for targeted advisor communications and campaign tracking.

• CX Measurement Platforms: Tools for collecting and analyzing customer feedback (e.g., survey tools like Qualtrics, NPS platforms).

CRM & Automation:

• Salesforce (or similar): Central to managing advisor data, sales processes, and customer interactions.

• Workflow Automation Tools: Potentially within the CRM or separate platforms for automating advisor communication, onboarding processes, or data updates.

• Integration Tools: Understanding of how different systems connect (e.g., APIs, middleware) to ensure seamless data flow between CRM, analytics, and content platforms.

📝 Enhancement Note: Given the role's focus on digital strategy and advisor experience within a financial services context, proficiency with enterprise-level CRM, digital analytics, and project management tools is essential. Familiarity with the Adobe marketing suite is specifically called out as preferred, indicating its importance.

👥 Team Culture & Values

Operations Values:

• Client-Centricity: A fundamental value, driving all decisions and actions to enhance the advisor and client experience. This translates to empathy, active listening, and a focus on solving advisor pain points.

• Data-Driven Approach: Decisions are informed by rigorous analysis of data and insights. This value promotes objectivity, continuous improvement, and measurable impact.

• Collaboration & Partnership: T. Rowe Price emphasizes working together across teams and functions. This role requires strong partnership skills to align diverse stakeholders and achieve shared goals.

• Integrity & Excellence: As a financial institution, integrity is paramount. Excellence in execution, attention to detail, and a commitment to high standards are expected in all operations.

• Innovation & Adaptability: The role involves driving digital strategy and product development, requiring a mindset open to new ideas, evolving technologies, and adapting to market changes.

Collaboration Style:

• Consultative & Influential: The role acts as a consultant to business teams, requiring the ability to advise, influence, and guide without direct authority.

• Cross-Functional Integration: Expect to work closely with individuals from Product, Investments, Marketing, Technology, and potentially Sales. Collaboration will involve workshops, joint planning sessions, and ongoing communication.

• Process-Oriented & Outcome-Focused: While focused on experience, the approach will be rooted in understanding and improving underlying processes to deliver tangible business outcomes.

• Feedback-Rich Environment: A culture that values constructive feedback for continuous improvement, both for individual development and for refining strategies and processes.

📝 Enhancement Note: The company's values, particularly client-centricity, data-driven decision-making, and collaboration, are directly reflected in the responsibilities and expectations of this role. Understanding and embodying these values will be key to succeeding in this position and fitting into the broader T. Rowe Price culture.

⚡ Challenges & Growth Opportunities

Challenges:

• Driving Adoption of Strategic Priorities: Effectively influencing and driving adoption of Model Portfolios among a diverse advisor base, overcoming inertia and competing priorities.

• Balancing Innovation with Regulation: Navigating the complexities of a highly regulated financial services environment while striving to create innovative and seamless digital experiences.

• Cross-Functional Alignment: Securing and maintaining alignment across multiple departments (Investments, Product, Marketing, Tech, Compliance) with potentially different priorities and perspectives.

• Measuring Digital Impact: Accurately attributing business outcomes (e.g., asset growth, advisor retention) to specific digital experience enhancements in a complex ecosystem.

• Managing Team & Stakeholders: Effectively leading a direct team while influencing a broader network of cross-functional partners and senior leaders.

Learning & Development Opportunities:

• Deepening Financial Product Knowledge: Gaining in-depth expertise in T. Rowe Price's diverse investment product suite, particularly strategic areas like Model Portfolios.

• Advanced CX & Digital Strategy: Enhancing skills in cutting-edge CX methodologies, digital product lifecycle management, and leveraging emerging technologies.

• Leadership & Mentorship: Developing leadership capabilities through managing direct reports and mentoring cross-functional teams, potentially leading to future leadership roles.

• Industry Trends & Best Practices: Staying abreast of developments in digital client experience, financial advisor technology, and asset management through conferences, training, and industry engagement.

• Strategic Influence: Honing skills in business case development, executive communication, and influencing organizational strategy.

📝 Enhancement Note: The challenges are typical for a senior role in a large, regulated financial institution focused on driving digital transformation and adoption. The growth opportunities are substantial, offering a clear path for career advancement and skill enhancement within the operations and GTM domain.

💡 Interview Preparation

Strategy Questions:

• "Describe your approach to developing an end-to-end digital experience strategy for a key product line like Model Portfolios. What data would you gather, and who would you involve?"

• "How would you segment financial advisors to tailor digital experiences and product messaging? Provide an example."

• "Imagine advisor adoption of our Model Portfolios is below target. How would you diagnose the issues and propose solutions using data and CX principles?"

• "How do you balance the need for innovative digital experiences with the constraints of regulatory compliance in financial services?" Company & Culture Questions:

• "What do you know about T. Rowe Price and our position in the asset management industry, particularly concerning our approach to advisors?"

• "How do you foster a client-centric culture within a team and across departments?"

• "Describe your leadership style and how you approach managing and developing a team."

• "How do you ensure alignment and collaboration when working with diverse teams like Investments, Product, and Technology?" Portfolio Presentation Strategy:

• Structure Your Narrative: For each case study, use the STAR method (Situation, Task, Action, Result). Clearly define the problem, your role, the specific actions you took (especially related to CX strategy, data analysis, and cross-functional leadership), and the measurable outcomes.

• Visualize Your Work: Use journey maps, wireframes, dashboards, or data charts to illustrate your points. Make it easy for the interviewers to grasp complex information quickly.

• Quantify Impact: Whenever possible, use numbers to demonstrate the success of your initiatives (e.g., "increased advisor engagement by 20%", "reduced onboarding time by 15%", "contributed to a 10% lift in Model Portfolio adoption").

• Highlight Collaboration: Explicitly mention who you partnered with and how you navigated challenges to achieve results.

• Focus on Advisor Needs: Ensure your examples demonstrate a deep understanding of financial advisor workflows, challenges, and motivations.

📝 Enhancement Note: Preparation should focus on demonstrating strategic thinking, analytical rigor, leadership potential, and a proven ability to drive business results through enhanced digital client experiences, especially within a financial services context.

📌 Application Steps

To apply for this operations position:

• Submit your application through the T. Rowe Price careers portal.

• Tailor Your Resume: Highlight keywords and experiences related to client experience, digital product strategy, financial services, advisor channels, journey mapping, data analysis, and cross-functional leadership. Quantify achievements whenever possible.

• Prepare Your Portfolio: Curate 3-5 of your strongest case studies that showcase your ability to develop and execute digital strategies, improve client journeys, drive adoption, and leverage data. Ensure it's well-organized and easily shareable.

• Research T. Rowe Price: Understand their business model, key investment products (especially Model Portfolios), target advisor segments, and recent company news. Familiarize yourself with their stated values and culture.

• Practice Your Narrative: Rehearse your responses to common interview questions, focusing on demonstrating strategic thinking, problem-solving skills, and leadership capabilities. Practice presenting your portfolio with confidence and clarity.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.