Manager, Advisory Services

Position: Offer Manager, Advisory Services
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. Role Summary The Offer Manager, Advisory Services is responsible for overseeing the day-to-day operation, stability, and scalability of our advisory offers and programs. This role ensures that all operational components supporting the offers—onboarding, trading, billing, reporting, compliance, and servicing—function effectively and consistently.

The Offer Manager serves as the operational owner for assigned offers, maintaining end-to-end awareness of workflows, identifying risks and breakdowns, and driving resolution across teams. The role partners closely with Operations, Technology, Legal, Compliance, Finance, and Advisory teams to ensure offers are delivered accurately, efficiently, and in alignment with client and business expectations.

Responsibilities Offer Operations Ownership:

Owns steady-state operations for assigned advisory offers, ensuring all processes execute reliably at scale

Maintains a holistic view of end-to-end workflows (e.g., onboarding, account setup, trading, fee billing, reporting, servicing)
Ensures operational readiness and stability across all supporting functions and platforms

Identifies and mitigates process gaps, control weaknesses, and operational risks

Drives consistency and adherence to defined processes, minimizing reliance on exceptions

Operational Flow Oversight & Governance:

Oversees critical operational flows across systems and partners (internal and external vendors)
Establishes and maintains clear process documentation, controls, and operating procedures

Defines and monitors operational KPIs (e.g., cycle times, error rates, break volumes, manual touchpoints)
Leads regular operations reviews / governance forums to track performance, risks, and dependencies

Ensures alignment across teams on roles, responsibilities, and escalation paths

Issue Management & Continuous Improvement:

Serves as central point of coordination for issue identification, triage, and resolution

Drives root cause analysis and partners with stakeholders to implement sustainable fixes

Tracks and prioritizes operational enhancements and process improvements

Reduces operational friction by improving automation, reducing manual work, and standardizing processes

Maintains a forward-looking view of emerging risks and capacity constraints

Cross-Functional Coordination:

Partners across Operations, Technology, Sales, Marketing, Legal, Compliance, and Finance to ensure seamless execution

Facilitates alignment across interdependent teams and systems

Manages dependencies across internal functions and external providers (e.g., custodians, asset managers, platforms)
Drives clarity on ownership, accountability, and decision-making frameworks (RACI)
Performance Monitoring &…