Digital Product Director, Advice Experiences Individual Investors | Client Experience jobs in United States
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T. Rowe Price Singapore · 5 hours ago

Digital Product Director, Advice Experiences Individual Investors | Client Experience

T. Rowe Price is a premier global asset management organization with over 85 years of experience. They are seeking a Digital Product Director to lead the strategy, vision, and delivery of new advice experiences within the Client Experience organization, focusing on creating holistic advice solutions for investors.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Define and drive the vision, strategy, and multi-year roadmap for new and existing advice-related digital products and capabilities
Lead large-scale, cross-enterprise initiatives that enhance how investors receive advice, understand recommendations, and engage with advisors or advice pathways
Lead a team of product owners and analysts, while orchestrating cross-functional partners across Technology, Design, Data, Compliance, and Distribution
Leverage deep financial planning expertise and client insight to shape product decisions and support teams in making well-informed decisions
Represent the voice of the client in prioritization, design, and strategic business discussions
Drive measurable client and business outcomes across engagement, satisfaction, adoption of advice solutions, asset consolidation, retention, and advice revenue
Develop and maintain a clear multi-year strategy for digital experiences supporting T. Rowe Price’s current and future advice offers
Articulate how advice should come to life digitally—across discovery, needs assessment, delivery, and on-going support and service
Integrate financial planning frameworks into intuitive digital pathways
Conduct competitive and market analysis across hybrid advice, planning tools, and digital platforms
Partner with CX, Advisors, Investments, and Enterprise Leadership to align the strategy with strategic business objectives and key results
Drive progress across multiple, complex workstreams and aligning teams and stakeholders on prioritization frameworks to deliver intended outcomes
Lead cross-functional product teams to deliver products that drive engagement and enrollment in advice and clarify of recommendations, and that drive growth and retention of client business
Leverage data, insights, and testing to identify friction points and opportunities to strengthen advice delivery
Drive improvement in KPIs such as advice adoption, digital engagement, conversion into advice pathways, plan completion, client satisfaction, asset consolidation and retention
Develop strategies that increase utilization of advice offers and improve client confidence and outcomes
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)

Qualification

Digital product managementFinancial planning expertiseLeadership experienceCFP®EquivalentAgile frameworksCross-functional collaborationChange managementClient insightData analysisCompliance knowledgeWealth management experience

Required

Bachelor's degree or the equivalent combination of education and relevant experience
12+ years of total relevant work experience
5+ years of management experience

Preferred

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 within 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 product development practices
Deep understanding of compliance, regulatory considerations, and suitability standards related to advice
Strong network in wealth tech, planning, or advisory ecosystems

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Company

T. Rowe Price Singapore

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T. Rowe Price is a premier global asset management organisation, actively investing in opportunities to help people thrive in an evolving world.

H1B Sponsorship

T. Rowe Price Singapore has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (80)
2024 (67)
2023 (58)
2022 (113)
2021 (67)
2020 (70)

Funding

Current Stage
Growth Stage
Company data provided by crunchbase