Product Marketing Director – SMA & Model Portfolios

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 Product Marketing Director for Global Product Marketing leads and manages all aspects of go-to-market planning and implementation for Separately Managed Account (SMA) products distributed through T. Rowe Price’s U.S. Intermediary (USI) business; including Manager Traded, Model Delivery, Dual Contract SMAs, as well as Asset Allocation Model Portfolios.  The Product Marketing Director will be responsible for formulating and defining the marketing strategy, positioning, content development, and measurement with the goal of improving and enhancing our ability to grow, win and retain assets in this space. The Product Marketing Director is responsible for developing and maintaining a USI holistic Go-To Market Plan for the SMA Product Set and its connectivity to the USI Wealth Strategy and Enterprise Promotional Plans for Equity and Fixed Income products as applicable.

The role collaborates with Global Product, USI Advisor Marketing, USI Sales Leadership, Global Marketing peers, and the Head of Global SMA Platform to identify marketing strategies and initiatives. The role oversees the execution of the product content, including the deliverables produced by other groups such as Global Client Investment Reporting (GCIR) and coordinates matrixed resources from other departments, such as investment management and shared services. The objective is to produce and disseminate sophisticated, intermediary and segment relevant content, including presentations, which will be curated by other groups, such as USI Advisor Marketing, for custom client programs. In addition, this role will serve as the subject matter expert for Global Marketing for advertising, digital and public relations material that positively position and differentiate T. Rowe Price in the marketplace to increase awareness, consideration, and selection by intermediary investors.

Responsibilities:

Oversee and Lead the Product Marketing Strategy for SMA and Asset Allocation Model Portfolios  

Establishes the strategic approach for product marketing and monitoring a suite of products based on business unit goals and objectives. Integrates the demands of various segments, the competitive landscapes, and the industry environment to develop campaign plans and may also execute on these plans. Takes ownership of business unit results for asset class or product suite, managing budget, setting explicit performance goals for priority products, and incorporating constructive feedback into work processes.

Develop and Maintain the Investment Product Marketing System for USI – Collaborates with internal stakeholders to define and develop investment product and model content working with Global Marketing, Global Product Asset Class Managers, GCIR, and internal and external agencies. Also serves as the point person with Investment Professional (IP) usage. Coordinates with PMs and Portfolio Specialist teams on IP usage and speaking opportunities.

Manage product launches and internal messaging – Solicit input from key stakeholders within sales, investments and channel marketing to build the necessary source content that will drive development of the sales story, the support collateral and promotions. This includes positioning documents, features/benefits templates and source presentations. This includes obtaining legal approvals, investment approvals when needed, buy-in and training of client-facing associates and coordination with segment and sales to deliver on a go-to-market plan. Develop content with a commercial orientation providing actionable insight for financial professionals and their clients. 

Holistic GTM vehicle plan for SMAs – Develop a report/plan deliverable to represent ALL USI Distribution owned by Product Marketing Director, aligned to USI Business Management Planning, Global Marketing Planning and the needs of our Enterprise partners (Global Product and Investments)

Qualifications:

Required:

• Bachelor’s degree or the equivalent combination of education and relevant experience AND
• 10+ years of total relevant work experience.
• Deep investment product marketing experience focused on Separately Managed Accounts (SMA); including Manager Traded, Model Delivery and Dual Contract SMAs distributed in the US Intermediary market. Strong knowledge of other vehicles, such as Mutual Funds, ETF, and CITs.

Preferred:

• Thorough understanding of intermediary distribution strategy and financial advisors’ needs, challenges, and business process with proven experience in leveraging this knowledge to develop, launch and manage products and solutions that demonstrate added value for financial professionals and home office gatekeepers.
• Excellent influencing skills as this position is primarily integrating and aligning the priorities, needs and requirements of the broader Global Marketing organization, Global Product organization, USI Sales organization, USI Advisor Marketing organization and the financial advisors whom these organizations serve; to enhance existing products/offers and develop/launch new products/offers that optimize sales and end-user (client) experience; to influence increased adoption of T. Rowe Price strategies resulting in increased sales, net new flows, client engagements and new producers for U.S. Intermediaries.
• Proven ability to partner with sales leadership and field sales associates as well as channel marketing leads to ensure financial advisor (client) feedback is continuously provided to the Product Marketing Director for the purpose of understanding the evolving needs of our clients across all channels (wealth, platforms, and retirement and variable annuity).
• Intellectually curious seeking to understand current market dynamics as well as industry trends that will affect future horizons and the ability of new and existing offers to continue to meet the needs of financial advisors in a way that adds value to their business process.
• Demonstrated ability to think critically and challenge stakeholders (Sales and Marketing Leadership, National Account and Field Sales Managers, Portfolio Construction Specialists, Investment Professionals, subordinate associates) effectively to advance consideration and debate of alternative points of view along with stewarding the needs of financial advisors and the sales associates who activate the investment products overseen by Global Product.
• Analytical skills to study, analyze and synthesize competitor and industry research and reports and lead proprietary competitive research initiatives that result in actionable recommendations and considerations for optimization of existing products/offers and the development or new products/offers.
• Experience in advisor/intermediary distribution within asset management or insurance industry, ideally with product marketing of SMAs or asset allocation model portfolios.
• Excellent written and verbal skills, with an ab
  ility to present to small and large groups of internal and external stakeholders.
• Highly energized, detail oriented, creative thinker who drives business results in a dynamically changing environment.
• Relationship management experience (internal or with clients)
• Participation in financial services industry associations

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, colour, 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.
T. Rowe Price