Offer Manager, Retirement Planning

T. Rowe Price • Owings Mills, MD

7d • Hybrid

About The Position

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 Owns assigned product(s) and establishes product roadmap the Holistic Lifetime Advice (HLA) offer within Retirement Plan Services (RPS). Executes on product strategy. Gathers and organizes product/services requirements and prioritizes or contributes to prioritization of product roadmap and approach to delivery and plan for adoption by business teams. Through business knowledge, provides guidance to internal and/or external clients on optimizing their use of enablement platforms and tools. Leverages insights gained from client interactions to recommend enhanced processes, reports, tools, etc., for improving effectiveness. Takes the lead in conceptualizing and developing enhancements. Advises business management on recommended priorities.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Familiarity with financial planning processes and financial wellness solutions

Nice To Haves

• Experience working with institutional retirement plans and/or retail investors
• Professional designations such as CFP, ChFC, CRPC, or RICP

Responsibilities

• Product Rollout – Implement a pilot program for offering financial planning and holistic advice and guidance to retirement plan participants. Work with a cross-organizational team to define the scope of services, identify pilot clients, ensure organizational readiness, monitor progress and recommend adjustments to the offer, and assess long-term success.
• Product Ownership — Partners with various teams such as business teams, legal, compliance, finance, and design to ensure that solutions are compliant, client-centric, and in line with brand standards. May own product(s) from end to end. Establishes or heavily contributes to road map for assigned product(s). Removes impediments and facilitates decisions both inside and outside the core team to ensure successful product delivery. Elevates product-related issues that cannot be resolved to senior offer manager or management for resolution assistance; elevates key product decisions to senior management. The offer manager sets the direction for the product and prioritizes what will be included in the business case and each release. Prioritizes and manages backlog work.
• Achieves Business Results —Oversees a cross-functional team, which could include marketing, client services, technology, and design associates. Ensures products meet and/or exceed standards for business performance, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting the metrics to assess the performance of products against key performance indicators (such as sales, new accounts, lead and referral generation, etc.). Develops and implements strategies and tactics to meet the desired business objectives for assigned products.
• Product Release Coordination —Plans with other key team roles as well as product owners who are part of other teams, if necessary, to ensure a strategic, complementary release schedule. The offer manager also helps to identify necessary operational changes stemming from a release and is co-responsible for defining reusable solutions/shared components.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level