Digital Product Director, Advice Individual Investors | Client

Position: Digital Product Director, Advice Experiences Individual Investors | Client Experience
Location: Owings Mills

## Digital Product Director, Advice Experiences Individual Investors | Client Experience 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.

We are seeking a Digital Product Director to lead the strategy, vision, and delivery of new advice experiences within the Client Experience (CX) organization. This role is central to our strategy of delivering holistic advice solutions for our investors and helping them confidently reach retirement success. The ideal candidate understands common investor needs best solved by digital and human-guided advice models, and can direct large, multi-functional teams to develop competitively differentiated solutions that integrate financial planning concepts, personalization, and advisor-led or hybrid advice experiences.

We are looking for a dynamic, strategic leader with deep product management expertise and acumen in financial planning topics and related methodologies. Candidates must have a CFP equivalent designation and/or extensive experience developing advisory experiences.  This role requires strong leadership, commercial judgment, exceptional change management, and a passion for delivering exceptional advisory experiences across direct and matrixed teams.
* Partner with UX/UI and Design to create intuitive, compliant, and planning-grounded digital experiences
* Collaborate with Data and Analytics to integrate personalized insights, calculators, and planning components
* Create seamless pathways between self-guided and advisor-guided experiences
* Oversee agile execution, ensuring clear requirements, strong prioritization, and consistent delivery within product teams
* Lead, coach, and develop a team of product owners and analysts
* Apply acumen and experience in advisory and financial planning to guide teams in developing technically sound experiences
* Align product teams around clear goals, outcomes, and execution standards
* Build strong relationships with key stakeholders across CX, Advice, Technology, Legal/Compliance and senior leadership; influence decision-making, resolve competing priorities and drive alignment around the advice experience strategy
* Partner with Technology and Design leadership to ensure talent, capacity, and capabilities meet strategic needs
* Manage vendor and partner relationships where relevant (planning tools, calculators, integrations)
* Bachelor's degree or the equivalent combination of education and relevant experience AND
* 12+ years of total relevant work experience and 5+ years of management experience
* CFP or equivalent (CFA, CPA, CIMA, etc.) designation, and/or extensive in relative advisory and financial planning fields
* 10+ years of experience in digital product management, financial services, or advice-related domains
* Strong understanding of financial planning concepts and advice distribution models
* Proven experience leading digital product teams and large-scale initiatives across business lines
* Experience building hybrid or advisor-supported digital advice experiences (not purely robo)
* Experience with in wealth management, broker/dealer, RIAs, or financial planning platforms
* Demonstrated ability to influence senior leaders and drive cross-functional partnerships. Expertise with Agile frameworks and modern…