Offer Manager, Retirement Planning

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.

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.

Qualifications

Required:

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

Preferred:

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

FINRA Requirements

FINRA licenses are not required and will not 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.

$96,500.00 - $164,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$105,000.00 - $180,000.00 for the location of: Washington, D.C.
$120,000.00 - $205,000.00 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.

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.