Advisor Marketing Consultant

Posted:
8/21/2024, 9:39:53 AM

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

Experience Level(s):
Junior

Field(s):
Consulting ⋅ Growth & Marketing

Workplace Type:
Hybrid

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

As an Advisor Marketing Consultant, you will partner with cross-functional teams to assist with the execution of multi-channel marketing plans. Efforts will be focused on increasing awareness of T. Rowe Price while positioning our products and value-added offers as differentiated solutions for Advisors, Third Party Administrators, and their clients. In addition, you will support Salesforce tasks and measurement efforts in partnership with SMEs to ensure that our team can continue to iterate and deliver our messaging to the next level in support of reaching our collective goals.

Responsibilities

  • Maintains existing Advisor Marketing-owned content, including webpages and sales support materials to ensure we are leveraging the latest data and claims, while remaining compliant
  • Assists Marketing Managers with ad hoc support as needed, including submitting materials through proofreading and legal
  • Supports Sales and Marketing with audience segmentation, generating audience files, deploying Sales Signals based on campaign engagement and updating territories and assignments within Salesforce, in partnership with internal SMEs
  • Conducts data gathering and reporting of activities for assigned campaigns
  • Understands test & learn agenda of the team, aligning reporting needs accordingly
  • Creates and maintains reporting views that allow us to benchmark against similar campaigns and broader team efforts in the spirit of continuing to iterate and improve our messaging

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 2+ years of total relevant work experience
  • Experience with measuring marketing plans
  • Project management and organizational skills, including high attention to detail
  • Ability to handle multiple projects while prioritizing independently and consulting with stakeholders as needed
  • Team player who can work independently

Preferred:

  • Solid knowledge of Advisors and Third-Party Administrators
  • Familiarity with the financial services industry
  • Experience with CRM system(s), preferably Salesforce
  • Knowledge of Adobe reporting capabilities and Tableau

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid 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.