Offer Manager, Advisory Services

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeFunction: Consulting & AdvisoryExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Strategic thinking","Cross-functional collaboration","Stakeholder management"]

Oversee the day-to-day operations of advisory offers and programs, ensuring stable, scalable delivery across onboarding, trading, billing, reporting, compliance, and servicing. Serve as operational owner with end-to-end visibility, risk identification, issue triage, root-cause remediation, and continuous process improvement. Partner with Operations, Technology, Legal, Compliance, Finance, and Advisory teams to govern workflows, track KPIs, coordinate change readiness, and provide actionable operational reporting.

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T. Rowe Price
T. Rowe Price
1 month ago

Offer Manager, Advisory Services

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live

Job Summary

Oversee the day-to-day operations of advisory offers and programs, ensuring stable, scalable delivery across onboarding, trading, billing, reporting, compliance, and servicing. Serve as operational owner with end-to-end visibility, risk identification, issue triage, root-cause remediation, and continuous process improvement. Partner with Operations, Technology, Legal, Compliance, Finance, and Advisory teams to govern workflows, track KPIs, coordinate change readiness, and provide actionable operational reporting.
Location: Maryland, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Own steady-state operations for assigned advisory offers, ensuring reliable execution at scale.
  • •Maintain end-to-end workflow visibility and ensure operational readiness, stability, and control adherence.
  • •Oversee operational flows across systems and partners, including documentation, operating procedures, and KPIs.
  • •Coordinate issue identification, triage, resolution, and root-cause analysis with stakeholders to implement sustainable fixes.
  • •Monitor performance and implement change readiness for enhancements and regulatory changes while maintaining BAU stability.

Pay and Benefits

Perks:Annual BonusRetirementHybrid WorkHealth InsurancePaid LeaveFertility BenefitsAdoption Benefits

Key Requirements

  • •Bachelor’s degree or an equivalent combination of education and relevant experience.
  • •5+ years of relevant work experience in offer management, product management, consulting, strategy, or a related discipline.
  • •FINRA Series 7 and Series 66 licenses required, with required licenses to be obtained and maintained within six months.
  • •Demonstrated ability to manage multiple initiatives, analyze data, and communicate insights to diverse stakeholders.
  • •Experience supporting advisory/consulting/client-focused financial services offerings.
Experience:5+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationAnalytical thinkingStrategic thinkingCross-functional collaborationStakeholder management
Licenses:FINRA Series 7FINRA Series 66
Certifications:FINRA Series 7FINRA Series 66

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn