Portfolio Specialist, Target Date Solutions

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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

The Portfolio Specialist is a member of the Investment Division and a key member of the Target Date investment team. The position serves as a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment and retirement expertise, strong commercial judgment, and close collaboration with portfolio managers to help position, represent, and develop our capabilities. This role will partner with the existing Target Date Portfolio Specialist to serve as strategic leads for investment messaging across assigned strategies.

The role is both investment-led and client-facing. The Portfolio Specialist helps advance prospective opportunities by working closely with portfolio analysts, institutional writers, RFP editors, and other associates, while also playing a key role in retaining existing client assets. The role requires the ability to lead high-impact engagements with clients and prospects to better understand their specific needs, identify potential solutions utilizing existing capabilities, and translate insights from across our investment platform into clear and compelling messages for clients, prospects, consultants, and internal stakeholders.

• Serve as a core member of the Target Date Solutions investment team, contributing to portfolio, market, performance, client, product, and broader franchise discussions.
• Serve as a key contributor to the strategy’s commercial and investment narrative, ensuring clear, consistent, and compelling messaging across diverse audiences.
• Build deep partnerships with portfolio managers to accurately represent their investment process, positioning, and views, while serving as an extension of the investment team with clients, prospects, consultants, and distribution partners.
• Serve as a Target Date strategy expert, articulating investment philosophy, process, positioning, performance, risk profile, competitive positioning, and client relevance.
• Drive commercial growth and asset retention through client engagement, prospecting, consultant support, marketing, and partnership with Distribution.
• Help shape solutions, content, and positioning that connect investment insights with evolving client needs.
• Partner with Distribution throughout the client and prospect lifecycle, from early-stage discovery and positioning through due diligence, finals, and ongoing client engagement, helping advance opportunities and deepen existing relationships.
• Bring the voice of the client and market back to the investment team, synthesizing insights from clients, consultants, Distribution, competitors, and industry trends to help inform positioning, messaging,…