Manages assigned advisory offers from concept through launch and steady‑state operations, including roadmap planning, backlog management, and ongoing enhancements.
Serves as the product owner, leading internal teams to build, test, and refine offer capabilities; incorporates feedback from sales partners, advisors, and end users.
Maintains accountability for offer performance, alignment to strategy, and delivery against milestones.
Market & Competitive Analysis:
Conducts research and gathers data to perform market analyses (SWOT | Strategic Position, Pricing & Packaging Analysis, etc.) and for assigned offers.
Reviews and interprets market assessment scans to identify growth opportunities, pricing strategies, and competitive positioning.
Translates market insights into clear recommendations for senior stakeholders.
Go ‑to ‑Market & Enablement:
Executes and supports go‑to‑market plans for new and enhanced offers, coordinating approvals across Legal, Compliance, and other internal partners.
Trains client‑facing associates and sales teams to ensure offers are positioned and delivered effectively.
Develops and maintains offer documentation and internal enablement materials.
Leads ongoing client communications and post‑launch go‑to‑market effectiveness activities.
Performance Measurement & Analytics:
Tracks business performance for assigned offers, including revenue, profitability, adoption, and client outcomes.
Creates and maintains key performance indicators (KPIs) to measure offer effectiveness.
Analyzes performance data and surfaces insights, risks, and recommendations to senior leadership.
Cross ‑Functional Collaboration:
Partners across Advisory departments, Sales, Operations, Marketing, Technology, Finance, Legal, and Compliance to deliver high‑quality, scalable offers.
Facilitates regular stakeholder updates to manage dependencies, risks, and priorities.
Builds strong working relationships to drive alignment and gain buy‑in for strategic initiatives.
Requirements
Required:
Bachelor's degree or equivalent combination of education and relevant experience.
5+ years of total relevant work experience in offer management, product management, consulting, strategy, or a related discipline.
FINRA Series 7 and Series 66 licenses to be obtained and maintained within six (6) months of assuming the role.
Preferred:
Experience supporting advisory, consulting, or client‑focused financial services offerings.
Proven track record of researching, identifying, and prioritizing market and client needs.
Strong analytical and strategic thinking skills with the ability to translate insights into actionable recommendations.
Ability to work effectively across functions and influence without formal authority.
Demonstrated ability to manage multiple
Benefits
Equity / stock options
Additional Information
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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .
Join us for the opportunity to g row and make a difference in ways that matter to you .
Role Summary
The Offer Manager, Advisory Services manages the lifecycle of assigned advisory products and value‑add offers that engage clients and deliver measurable value. This role executes offer strategy established by senior leaders while independently driving cross‑functional delivery, market readiness, and ongoing optimization.
The Offer Manager serves as the product owner for assigned offers, ensuring competitive positioning, operational readiness, effective go‑to‑market execution, and performance measurement. The role partners closely with other Advisory departments, Sales, Operations, Legal, Compliance, Marketing, and Technology teams to ensure offers meet client needs and business objectives.
Troweprice · Owings Mills, MD