Advice Manager

About This Position

As a T. Rowe Price Advice Manager, you will provide leadership to the associates that are responsible for developing relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will lead a team that performs thorough analysis of our client’s financial situations using a consultative approach specifically aimed at discovering the drivers behind their decision-making process.

In this role, you will coach and develop financial advisors to ensure high quality and compliant client engagements, while also supporting critical strategic initiatives that support our overall advice growth strategy. As the leader to our financial advisors, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us.

Responsibilities

• Contributes to the implementation of the strategic objectives for Advisory Services

• May identify areas of focus for achieving incremental growth and implement protocols to guide advisory teams in integrating these focus areas into their advice strategies

• Develops and coaches’ financial advisors to achieve quality client and business outcomes, ensuring that advice is delivered in a compliant manner and aligns with established policies and procedures, as well as client investment goals and financial needs

• Coordinates with cross-business managers throughout the organization to ensure quality partnerships and to develop improved processes tied to advisory activities

• Tracks and reports on advisory strategy/results for the assigned teams

• Reports on function metrics and dashboards

• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team

• Accountable for the management of the financial and human resources of their assigned team to include hiring, performance management, etc.

• Leads projects as assigned

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)

• FINRA Licenses 7, 66, & 24

• CFP achieved within 2 years of hire

Preferred:

• MBA or Graduate Degree in Business

• CFP already attained

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.

$104,000 - $163,000 for the location of: Maryland, Colorado, Washington and remote workers
$104,000 - $163,000 for the location of: Washington, D.C.
$104,000 - $163,000 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:

07/31/2026

Commitment 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

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.