Teams at T. Rowe Price

Build and deepen client relationships through consultative financial conversations, business development, asset consolidation, and wealth services guidance. Identify investment, retirement, planning, and rollover opportunities; manage client outreach and sales pipelines in Salesforce; document interactions; coordinate advice referrals; and ensure accurate, compliant transactions and communications. The role requires Series 7 and Series 66 licenses, with responsibility for meeting sales goals and serving individual investors, including affluent and high-net-worth clients.

Leads a Wealth Services team supporting client advice, sales, and service for an assigned book of business. Develops growth and retention strategies, coaches associates, oversees client engagement and operational performance, resolves escalated issues, and ensures compliance and quality. Represents the team with clients and stakeholders while contributing insights to improve coverage models, service delivery, and long-term client relationships.

Owns retail client data products and priorities, translating business needs into requirements and prioritized backlogs. Partners with business, technology, analytics, operations, and risk teams to deliver trusted, governed, high-quality data capabilities. Leads discovery, delivery, UAT, adoption, data quality remediation, and continuous improvement while managing dependencies and trade-offs. Defines success metrics, ensures governance and controls, and supports stakeholder decision-making. Provides guidance and mentoring to less experienced associates.