At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
Leverages extensive expertise and industry experience in financial planning and retirement to contribute thought leadership and methodology design for the individual investors business unit. Contributes to the development and articulation of the firm's points of view externally and internally. Demonstrates the firm's thought leadership through marketing content that improves the firm's client engagement, education, and service.
Responsibilities
- Applies extensive expertise and industry experience to develop and articulate our insights and perspectives on complex financial planning and retirement topics.
- Performs analysis, including spreadsheet-based modeling, on financial planning topics to inform our point of view. Leverages existing research, both inside and outside the firm.
- Clearly communicates insights used in materials for digital content, including webinars, podcasts and social media, as well as interactions with the media. By doing so, enhances the firm's brand and meaningfully advances clients' ability to meet their financial goals.
- Collaborates with advice, client experience and client-facing teams in the individual investors business unit, as well as marketing teams across the enterprise, on prioritization and development of content. Works with marketing teams on annual reviews of existing content to continually improve our message.
- Supports the application of thought leadership to the methodology for advisory services and educational tools.
- Collaborates with marketing and thought leadership teams across the firm to ensure efforts align with business needs and produce content of consistent quality. Supports education of the firm's associates on financial planning topics.
Qualifications
Required
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience.
- FINRA Series 7 and 66
Preferred:
- Certified Financial Planner® professional
- Strong analytical and Excel skills
- Expertise in a facet of financial planning beyond investments and retirement, such as estate planning or insurance solutions
- Client-facing financial planning experience
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$110,000.00 - $188,000.00 for the location of: Maryland, Colorado, Washington and remote workers$121,000.00 - $207,000.00 for the location of: Washington, D.C.
$138,000.00 - $236,000.00 for the location of: New York, California
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.
This job posting is expected to be available until:
03/3/2026Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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