Lead Manager, Individual Investors Marketing

T. Rowe Price

Company Type

Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client’s success.

If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price. 


The Lead Manager, Investor Marketing, will be responsible for the ongoing support of Investor Marketing existing client growth programs including a focus on developing and executing against client segmentation marketing strategies. Leverage owned channels (Direct Mail, Email, Outbounding, AAX messaging, etc…) while partnering with Acquisition on paid media targeted to existing clients with the goal of increasing existing client sales and number of account registrations. In this capacity, this person is responsible for understanding client segment  needs, touch points and accompanying experiences, supporting the strategic direction set forth by the Sr. Manager, Investor Marketing, and coordinating any new campaigns/initiatives.


Strategic Development and Management

Supports the development and implementation of the Client Growth Marketing plan for Individual Investors, which will increase client stickiness and drive results for the firm.  Conceives, develops and implements new programs and offers targeted at our existing clients.  Independently leads initiatives by defining the vision, developing the business case, aligning resources and developing communication plans.  The incumbent in this role manages projects from inception through completion.  Helps lead idea generation, concept development and execution of campaigns promoting products, offers and solutions in order to optimize the client experience.  Programs include, but are not limited to:

  • Direct Mail, Email and Outbound Call Campaigns (i.e. Always on Rollover, Rollover Re-engagement, Rollover Re-Awaken)
  • Developing targeted marketing strategies across client segments designed to encourage appropriate segment engagement and action. Partnering with Marketing Services, Client Development, CMI, II Client Experience, and other II marketers on messaging, campaign segmentation, new offers, media placements, content promotion, digital experience and PR.

Strategic Execution

Manages the execution of the strategic Client Growth Marketing plan by developing and implementing highly complex, multi-faceted client growth strategies aimed at acquiring additional assets and new account registrations from existing clients. Partners with other members of the Individual Investor Marketing team, Marketing Services, CMI, Client Development  as well as Technology teams (GBS&T) as necessary.  The Lead Manager is responsible for using data and program analytics to drive existing client purchases and additional accounts.

Monitors Performance, Evaluates Effectiveness, Identifies Growth Opportunities and Makes Recommendations

Scans environment, competitive landscape, monitors client and prospect trends, and incorporates voice of customer feedback to identify gaps and opportunities for potential client engagements.  Manages and evaluates the effectiveness of existing client growth strategies.  Leverages understanding of segments, their mindset and competitive and industry insights to develop recommendations for program enhancements.  This role will be responsible for monitoring and managing the key metrics for existing clients. Partners to enhance and package analytics to ensure key driver and outcome metrics are available to help understand program impact.



  • College degree and 4 years of related work experience, or
  • Associate degree and 6 years related work experience, or
  • High school diploma/equivalent and 8 years related work experience.
  • College degree (BA) required
  • Marketing experience required, including proficient understanding of multi-channel, integrated programs
  • Strong organizational and project management skills
  • Experience in managing successful relationships with internal/external partners, clients, and vendors
  • Ability to successfully manage multiple projects simultaneously
  • ·Performs well under time-sensitive deadlines
  • Strong analytical skills and ability to think strategically and creatively
  • Ability to work effectively  with a variety of functional areas: Creative; Technical
  • Proven ability to research, identify, interpret, and prioritize market needs
  • Excellent written and verbal communication skills
  • Demonstrated persuasive techniques and negotiation skills
  • Strong interpersonal skills and ability to thrive in a matrixed work environment


  • MBA preferred
  • Seven to nine years related marketing experience preferred
  • In-depth Financial Services Industry experience preferred
  • Marketing Industry experience preferred
  • Experience leading cross-functional project teams preferred

T. Rowe Price is an Equal Opportunity Employer
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Confirmed 11 hours ago. Posted 30+ days ago.

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