Investment AI Adoption Specialist jobs in United States
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T. Rowe Price · 1 day ago

Investment AI Adoption Specialist

T. Rowe Price is a premier global asset management organization with over 85 years of experience. The Investment AI Adoption Specialist will help investors apply advanced AI systems to enhance research and portfolio decision-making, ensuring AI innovations become practical advantages for investors.

Business DevelopmentFinanceFinancial ExchangesFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Accelerate AI Adoption Across Investments:
Expert in emerging AI technologies, tools, and industry best practices. Monitor emerging AI trends, peer movements, and market signals. Summarize findings into actionable insights to inform strategy and identify whitespace opportunities
Develop and deliver strategic structured training through office hours, one-on-one teach-ins, and small group clinics designed around investment-specific workflows on various AI platforms
Enable associates to become productive quickly by providing clear workflow guidance, best practice coaching, and hands-on support
Partner closely with peers in London and APAC to provide follow-the-sun coverage with consistent best practices
Prioritize and route incoming requests in collaboration with Global Desktop Support and platform teams while owning strategic AI workflow implementation for investors to ensure seamless user experiences
Strengthen Output Quality And Build Scalable Assets
Review AI generated content with users and recommend improved prompting, optimal tool choice, and output accuracy
Maintain a clear and actionable view of the firm’s AI use case pipeline and broader use case inventory. Support cross-functional planning and sequencing of initiatives based on business value, complexity, interdependence, and capacity
Develop use cases, prompt libraires, templates, and micro playbooks that support common investment research and portfolio management workflows
Refine workflow strategies for use cases such as earnings call analysis, meeting synthesis, research summarization, and investment idea generation
Develop educational material in support of broader educational events
Guide Agentic Workflows And Product Evolution
Synthesize user feedback to advise on highest priority vendor capabilities and agentic opportunities to drive roadmap decisions
Advise investors on when to use conversational assistants versus structured agentic workflows, including task scoping, guardrails, and handoffs
Lead AI engineers, product teams, and platform specialists to support agent onboarding, including gathering user feedback and guiding iterative improvements
Help teams adopt new system features and ensure that advanced AI capabilities create a measurable investment impact
Promote Responsible Use With Measurable Outcomes
Reinforce safety, compliance, and data stewardship guidelines in all training interactions and workflow consultations
Help users apply secure workflows for sensitive data and research content
Capture before and after outcomes, sentiment, and time saved to evaluate impact and inform firmwide training and product updates
Deliver regular updates to leadership on adoption across business units and user personas to ensure meaningful improvement for every investor
Prepare and deliver high-quality communications, including presentations, reports, and stakeholder updates

Qualification

Investment knowledgeAI/ML technologiesAnalytical skillsProduct managementTechnical disciplineWorkflow designTraining developmentStakeholder influenceCommunication skillsInterpersonal skills

Required

B.S. in investment, quantitative or technical discipline (Computer Science, Engineering, Data Science, or related field)
Demonstrated ability to build robust business cases, prioritize initiative portfolios, and drive cross-functional execution. Strong analytical and structured problem-solving skills, with comfort navigating ambiguity in complex corporate environments
Experience in product management, technology strategy, or investor enablement within an investment environment
5+ years' experience working with investment professionals (asset management, equity/credit research, or adjacent financial services)
Solid understanding of modern AI/ML technologies (including generative AI and large language models) and their business applications. Able to identify where AI can drive efficiency and innovation
Exceptional communication and interpersonal skills, capable of influencing stakeholders at all levels
Proven capability in developing and leading programs in partnership with investment teams to deliver strong client outcomes

Preferred

M.S. or MBA in an investment, technical or quantitative discipline
Knowledge of agent frameworks, workflow orchestration, or RAG concepts
Experience implementing AI in large-scale enterprise environments, including exposure to AI governance or ethics frameworks. Experience contributing to technology standards or policies (e.g., model risk management, AI ethics)
10+ years' experience working with investment professionals (asset management, equity/credit research, or adjacent financial services)
CFA charterholder or active candidate

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

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T. Rowe Price is an investment management firm that focuses on funding technology startups.

H1B Sponsorship

T. Rowe Price 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
Public Company
Total Funding
unknown
1986-04-11IPO

Leadership Team

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Ramon Richards
Chief Technology Officer
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G
Geoffrey Hardin
Vice President, Senior Rates / FX Trader
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Company data provided by crunchbase