Senior Client Experience Manager / Personalization

Posted:
9/19/2024, 8:54:01 AM

Location(s):
Owings Mills, Maryland, United States ⋅ Maryland, United States

Experience Level(s):
Senior

Field(s):
Product

Workplace Type:
Remote

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

The US Intermediaries (USI) Client Experience team at T. Rowe Price is seeking an innovative and experienced Senior Product Owner to lead our Advisor Personalization strategies. Personalization strategy and tactics are integral to our multi-year digital transformation, involving various Adobe marketing technologies, data services, and other vendors. The Senior Product Owner will lead the discovery, development, and implementation of the Personalization strategy and roadmap. This includes analyzing client segments to identify opportunities, determining technical requirements to accurately target groups of clients, and consulting with internal and external partners to drive business results. Additionally, this role will support the multi-year brand remediation initiative for our financial advisor/intermediary website and represent USI on Enterprise digital experience initiatives. Brand remediation includes leading marketing stakeholders, creative teams, and content authoring teams to migrate various web pages to meet new standards. The position offers high autonomy, requiring the ability to self-serve, analyze potential actions, provide recommendations, and effectively communicate with subject matter experts (SMEs).

Responsibilities

Experience discovery:

  • Document and analyze the current state of the customer experience.
  • Identify business problems and opportunities to drive business value via use cases and user journeys.
  • Lead UX and marketing teams to identify gaps and solutions for targeting defined segments.
  • Consult with data experts and document digital assets to measure experience performance and testing scenarios.

Experience design:

  • Lead stakeholders, SMEs, creative resources, and activation partners to document desired customer experiences.
  • Consider cross-channel interactions and prioritize competing experiences.
  • Provide creative resources with template specifications and technical requirements to development teams.

Experience delivery:

  • Write and maintain clear, integrated requirements for each personalized experience, including data attributes for segmentation.
  • Validate segments and content in testing environments to ensure accuracy.
  • Communicate blockers or dependencies to the manager.
  • Adhere to Agile best practices and utilize tools and technology for experience delivery.
  • Ensure annual legal and compliance reviews and adjust experiences as necessary due to regulatory changes.

Experience measurement:

  • Coordinate with solution consultants and data measurement teams to ensure accurate, timely, and relevant experience metrics.
  • Analyze performance, provide reports, and identify observations to optimize performance or generate new experiences.
  • Specify technical requirements for custom analytics events and signals.
  • Ensure comprehensive tracking through automated reports and create data visualizations as needed.

Coaching and Mentoring:

  • Supports leadership in the onboarding, training, and ongoing coaching of product owners and analysts.
  • Recognizes associates as appropriate and, at times, may provide feedback in support of development goals.
  • Will also lead and mentor a cross-functional Agile team when serving in a product owner capacity.

Qualifications

Required

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 8+ years of total relevant work experience.

Preferred

  • Experience or familiarity with Adobe marketing technology or similar for content management, analytics, personalization, experimentation, email, and/or digital marketing.
  • Ability to lead and influence cross-functional projects/workstreams.
  • Excellent written and interpersonal communication skills and ability to effectively connect with all levels of the organization.
  • Strong analytical skillset and ability to source and analyze data from databases.
  • Agile certifications or familiarity with principles.
  • Strong project management skills with the ability to manage multiple initiatives simultaneously.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible and remote work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.